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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McDonald Partners's SPGI Position: Q4 2025 in Review

McDonald Partners sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 534 shares — an estimated $261K sold.

McDonald Partners first reported a position in SPGI in Q1 2021 and held it in 19 quarters. The position peaked at $1.18M in Q2 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • McDonald Partners reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • McDonald Partners sold 534 S&P Global shares in Q4 2025, an estimated $261K.
  • McDonald Partners first reported a position in S&P Global in Q1 2021 and held it in 19 quarters.
  • McDonald Partners's S&P Global position peaked at $1.18M in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on McDonald Partners's 13F filing for Q4 2025, filed 2 Feb 2026.