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McDonald Partners’s S&P Global SPGI Stock Holding History

McDonald 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
Q2 		$14.3K Buy
+35
New +$14.8K ﹤0.01% 441
2025
Q4 		– Sell
-534
Closed -$261K – 232
2025
Q3 		$261K Sell
534
-1,684
-76% -$902K 0.08% 202
2025
Q2 		$1.18M Buy
2,218
+49
+2% +$24.5K 0.28% 100
2025
Q1 		$1.12M Buy
2,169
+99
+5% +$50.6K 0.29% 101
2024
Q4 		$1.03M Buy
2,070
+52
+3% +$26.4K 0.26% 105
2024
Q3 		$1.04M Buy
2,018
+1
+0% +$495 0.26% 107
2024
Q2 		$900K Buy
2,017
+65
+3% +$27.9K 0.24% 110
2024
Q1 		$831K Buy
1,952
+12
+0.6% +$5.2K 0.23% 120
2023
Q4 		$855K Buy
1,940
+9
+0.5% +$3.55K 0.25% 108
2023
Q3 		$706K Buy
1,931
+31
+2% +$12.2K 0.23% 119
2023
Q2 		$762K Buy
1,900
+12
+0.6% +$4.38K 0.23% 117
2023
Q1 		$651K Buy
1,888
+27
+1% +$9.5K 0.21% 131
2022
Q4 		$623K Buy
1,861
+386
+26% +$127K 0.21% 131
2022
Q3 		$450K Buy
1,475
+149
+11% +$53.3K 0.17% 147
2022
Q2 		$447K Buy
1,326
+195
+17% +$69.5K 0.11% 189
2022
Q1 		$464K Buy
1,131
+1,084
+2,306% +$442K 0.1% 208
2021
Q4 		$22.2K Sell
47
-575
-92% -$263K 0.02% 141
2021
Q3 		$264K Buy
622
+39
+7% +$16.9K 0.06% 260
2021
Q2 		$239K Buy
583
+8
+1% +$3.08K 0.06% 275
2021
Q1 		$203K Buy
+575
New +$191K 0.05% 277

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

McDonald Partners's SPGI Position: Q2 2026 in Review

McDonald Partners opened a new position in S&P Global (SPGI) in Q2 2026: 35 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: McDonald Partners previously reported a position in SPGI as recently as Q3 2025.

McDonald Partners first reported a position in SPGI in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.18M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • McDonald Partners held 35 shares of S&P Global worth $14.3K as of Q2 2026.
  • S&P Global was a new McDonald Partners position in Q2 2026.
  • S&P Global made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #441 holding.
  • McDonald Partners first reported a position in S&P Global in Q1 2021 and has held it in 20 quarters since.
  • McDonald Partners's S&P Global position peaked at $1.18M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.