Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s S&P Global SPGI Stock Holding History

Luther King Capital Management (LKCM)’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 		$6M Sell
14,724
-2,314
-14% -$977K 0.02% 244
2026
Q1 		$7.25M Sell
17,038
-139,046
-89% -$64.6M 0.03% 207
2025
Q4 		$81.6M Sell
156,084
-89
-0.1% -$44K 0.33% 70
2025
Q3 		$76M Buy
156,173
+7,858
+5% +$4.21M 0.31% 73
2025
Q2 		$78.2M Buy
148,315
+3,051
+2% +$1.52M 0.34% 68
2025
Q1 		$73.8M Buy
145,264
+42,812
+42% +$21.9M 0.34% 73
2024
Q4 		$51M Buy
102,452
+54,258
+113% +$27.5M 0.22% 88
2024
Q3 		$24.9M Buy
48,194
+2,269
+5% +$1.12M 0.11% 123
2024
Q2 		$20.5M Buy
45,925
+5,045
+12% +$2.16M 0.09% 124
2024
Q1 		$17.4M Buy
40,880
+974
+2% +$422K 0.08% 129
2023
Q4 		$17.6M Sell
39,906
-2,152
-5% -$849K 0.08% 128
2023
Q3 		$15.4M Buy
42,058
+2,510
+6% +$987K 0.08% 128
2023
Q2 		$15.9M Buy
39,548
+106
+0.3% +$38.7K 0.08% 128
2023
Q1 		$13.6M Buy
39,442
+297
+0.8% +$105K 0.07% 130
2022
Q4 		$13.1M Buy
39,145
+18,447
+89% +$6.08M 0.07% 129
2022
Q3 		$6.32M Buy
20,698
+10,419
+101% +$3.73M 0.04% 166
2022
Q2 		$3.46M Buy
10,279
+2,457
+31% +$876K 0.02% 224
2022
Q1 		$3.21M Buy
7,822
+468
+6% +$191K 0.02% 254
2021
Q4 		$3.47M Buy
7,354
+71
+1% +$32.5K 0.02% 253
2021
Q3 		$3.09M Sell
7,283
-43
-0.6% -$18.6K 0.02% 257
2021
Q2 		$3.01M Sell
7,326
-29
-0.4% -$11.1K 0.01% 269
2021
Q1 		$2.6M Hold
7,355
– – 0.01% 268
2020
Q4 		$2.42M Buy
7,355
+346
+5% +$117K 0.01% 260
2020
Q3 		$2.53M Buy
7,009
+3,136
+81% +$1.11M 0.02% 233
2020
Q2 		$1.28M Hold
3,873
– – 0.01% 296
2020
Q1 		$949K Hold
3,873
– – 0.01% 308
2019
Q4 		$1.06M Buy
3,873
+200
+5% +$52K 0.01% 344
2019
Q3 		$900K Hold
3,673
– – 0.01% 350
2019
Q2 		$837K Buy
+3,673
New +$802K 0.01% 352

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

Luther King Capital Management (LKCM)'s SPGI Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its S&P Global (SPGI) stake by 14% in Q2 2026, selling an estimated $977K and leaving 14,724 shares worth $6M. The position accounts for 0.02% of the portfolio, ranked #244.

Luther King Capital Management (LKCM) first reported a position in SPGI in Q2 2019 and has held it in 29 quarters since. The position peaked at $81.6M in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Luther King Capital Management (LKCM) held 14,724 shares of S&P Global worth $6M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 2,314 S&P Global shares in Q2 2026, an estimated $977K.
  • S&P Global made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #244 holding.
  • Luther King Capital Management (LKCM) first reported a position in S&P Global in Q2 2019 and has held it in 29 quarters since.
  • Luther King Capital Management (LKCM)'s S&P Global position peaked at $81.6M in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.