Coston McIsaac & Partners’s S&P Global SPGI Stock Holding History

Coston McIsaac & Partners’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Hold	4	–	–	﹤0.01%	804
2025 Q4	$2K	Buy	+4	New	+$1.98K	﹤0.01%	757

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Coston McIsaac & Partners's SPGI Position: Q1 2026 in Review

Coston McIsaac & Partners held its S&P Global (SPGI) position steady in Q1 2026 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Coston McIsaac & Partners first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Coston McIsaac & Partners held 4 shares of S&P Global worth $1K as of Q1 2026.
Coston McIsaac & Partners left its S&P Global share count unchanged in Q1 2026.
S&P Global made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #804 holding.
Coston McIsaac & Partners first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
Coston McIsaac & Partners's S&P Global position peaked at $2K in Q4 2025.
2,110 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.