J.W. Coons Advisors’s S&P Global SPGI Stock Holding History

J.W. Coons Advisors’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
2025 Q2	$771K	Buy	1,462 +50	+4%	+$25K	0.17%	125
2025 Q1	$717K	Hold	1,412	–	–	0.19%	112
2024 Q4	$703K	Hold	1,412	–	–	0.18%	115
2024 Q3	$729K	Sell	1,412 -31	-2%	-$15.3K	0.18%	119
2024 Q2	$644K	Hold	1,443	–	–	0.16%	121
2024 Q1	$614K	Hold	1,443	–	–	0.14%	129
2023 Q4	$636K	Hold	1,443	–	–	0.17%	126
2023 Q3	$527K	Sell	1,443 -5,120	-78%	-$2.01M	0.15%	134
2023 Q2	$2.63M	Hold	6,563	–	–	0.72%	37
2023 Q1	$2.26M	Hold	6,563	–	–	0.65%	41
2022 Q4	$2.2M	Sell	6,563 -121	-2%	-$39.9K	0.66%	43
2022 Q3	$2.04M	Sell	6,684 -130	-2%	-$46.5K	0.77%	39
2022 Q2	$2.3M	Sell	6,814 -325	-5%	-$116K	0.81%	36
2022 Q1	$2.94M	Sell	7,139 -456	-6%	-$186K	0.87%	29
2021 Q4	$3.58M	Buy	7,595 +309	+4%	+$141K	1.08%	21
2021 Q3	$3.09M	Sell	7,286 -207	-3%	-$89.7K	1.06%	20
2021 Q2	$3.08M	Sell	7,493 -17	-0.2%	-$6.53K	1.09%	21
2021 Q1	$2.65M	Buy	7,510 +95	+1%	+$31.6K	0.95%	28
2020 Q4	$2.44M	Sell	7,415 -123	-2%	-$41.5K	0.93%	28
2020 Q3	$2.72M	Buy	7,538 +175	+2%	+$61.7K	1.13%	22
2020 Q2	$2.43M	Buy	7,363 +250	+4%	+$75.2K	1.08%	23
2020 Q1	$1.74M	Buy	+7,113	New	+$1.95M	0.92%	29

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

J.W. Coons Advisors's SPGI Position: Q2 2025 in Review

J.W. Coons Advisors increased its S&P Global (SPGI) stake by 3.5% in Q2 2025, buying an estimated $25K and bringing the position to 1,462 shares worth $771K. The position accounts for 0.17% of the portfolio, ranked #125.

J.W. Coons Advisors first reported a position in SPGI in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.58M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

J.W. Coons Advisors held 1,462 shares of S&P Global worth $771K as of Q2 2025.
J.W. Coons Advisors bought 50 S&P Global shares in Q2 2025, an estimated $25K.
S&P Global made up 0.17% of J.W. Coons Advisors's portfolio in Q2 2025, its #125 holding.
J.W. Coons Advisors first reported a position in S&P Global in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's S&P Global position peaked at $3.58M in Q4 2021.
2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.