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KCM Investment Advisors’s S&P Global SPGI Stock Holding History

KCM Investment 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
2026
Q2 		$3.76M Sell
9,221
-886
-9% -$374K 0.11% 112
2026
Q1 		$4.3M Sell
10,107
-1,365
-12% -$634K 0.14% 101
2025
Q4 		$6M Sell
11,472
-725
-6% -$359K 0.19% 83
2025
Q3 		$5.94M Buy
12,197
+35
+0.3% +$18.7K 0.19% 87
2025
Q2 		$6.41M Sell
12,162
-861
-7% -$430K 0.22% 82
2025
Q1 		$6.62M Buy
13,023
+28
+0.2% +$14.3K 0.24% 77
2024
Q4 		$6.47M Sell
12,995
-96
-0.7% -$48.7K 0.22% 81
2024
Q3 		$6.76M Buy
13,091
+184
+1% +$91.1K 0.23% 85
2024
Q2 		$5.76M Buy
12,907
+109
+0.9% +$46.8K 0.21% 88
2024
Q1 		$5.44M Buy
12,798
+395
+3% +$171K 0.2% 91
2023
Q4 		$5.46M Sell
12,403
-1,043
-8% -$412K 0.22% 88
2023
Q3 		$4.91M Buy
13,446
+58
+0.4% +$22.8K 0.21% 94
2023
Q2 		$5.37M Sell
13,388
-324
-2% -$118K 0.22% 97
2023
Q1 		$4.73M Sell
13,712
-191
-1% -$67.2K 0.19% 106
2022
Q4 		$4.66M Sell
13,903
-241
-2% -$79.4K 0.2% 104
2022
Q3 		$4.32M Buy
14,144
+427
+3% +$153K 0.2% 104
2022
Q2 		$4.62M Sell
13,717
-941
-6% -$335K 0.2% 100
2022
Q1 		$6.01M Buy
14,658
+380
+3% +$155K 0.22% 99
2021
Q4 		$6.74M Buy
14,278
+325
+2% +$149K 0.23% 93
2021
Q3 		$5.93M Sell
13,953
-754
-5% -$327K 0.24% 90
2021
Q2 		$6.04M Sell
14,707
-102
-0.7% -$39.2K 0.24% 90
2021
Q1 		$5.23M Buy
14,809
+2,239
+18% +$745K 0.23% 94
2020
Q4 		$4.13M Buy
12,570
+1,288
+11% +$434K 0.2% 102
2020
Q3 		$4.07M Buy
11,282
+109
+1% +$38.5K 0.23% 88
2020
Q2 		$3.68M Buy
11,173
+536
+5% +$161K 0.21% 91
2020
Q1 		$2.61M Buy
10,637
+418
+4% +$115K 0.18% 99
2019
Q4 		$2.79M Buy
10,219
+125
+1% +$32.5K 0.15% 115
2019
Q3 		$2.47M Buy
10,094
+20
+0.2% +$5K 0.14% 119
2019
Q2 		$2.29M Buy
10,074
+1,164
+13% +$254K 0.14% 125
2019
Q1 		$1.88M Buy
8,910
+90
+1% +$17.4K 0.12% 133
2018
Q4 		$1.5M Sell
8,820
-415
-4% -$74.3K 0.1% 180
2018
Q3 		$1.8M Buy
9,235
+173
+2% +$35.7K 0.1% 170
2018
Q2 		$1.85M Sell
9,062
-650
-7% -$128K 0.11% 164
2018
Q1 		$1.86M Buy
9,712
+388
+4% +$71.6K 0.11% 171
2017
Q4 		$1.58M Buy
9,324
+598
+7% +$97.6K 0.09% 203
2017
Q3 		$1.36M Buy
8,726
+187
+2% +$28.4K 0.08% 222
2017
Q2 		$1.25M Sell
8,539
-2,199
-20% -$305K 0.08% 233
2017
Q1 		$1.4M Sell
10,738
-29
-0.3% -$3.6K 0.09% 217
2016
Q4 		$1.16M Buy
10,767
+365
+4% +$43.6K 0.08% 235
2016
Q3 		$1.32M Buy
10,402
+1
+0% +$120 0.09% 223
2016
Q2 		$1.12M Buy
+10,401
New +$1.12M 0.08% 233

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

KCM Investment Advisors's SPGI Position: Q2 2026 in Review

KCM Investment Advisors reduced its S&P Global (SPGI) stake by 8.8% in Q2 2026, selling an estimated $374K and leaving 9,221 shares worth $3.76M. The position accounts for 0.11% of the portfolio, ranked #112.

KCM Investment Advisors first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.76M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • KCM Investment Advisors held 9,221 shares of S&P Global worth $3.76M as of Q2 2026.
  • KCM Investment Advisors sold 886 S&P Global shares in Q2 2026, an estimated $374K.
  • S&P Global made up 0.11% of KCM Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • KCM Investment Advisors first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • KCM Investment Advisors's S&P Global position peaked at $6.76M in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.