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

MMBG 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	$1.86M	Hold	4,575	–	–	0.15%	84
2026 Q1	$1.95M	Hold	4,575	–	–	0.18%	72
2025 Q4	$2.39M	Hold	4,575	–	–	0.2%	63
2025 Q3	$2.23M	Hold	4,575	–	–	0.2%	63
2025 Q2	$2.41M	Hold	4,575	–	–	0.24%	56
2025 Q1	$2.32M	Hold	4,575	–	–	0.26%	56
2024 Q4	$2.28M	Hold	4,575	–	–	0.24%	54
2024 Q3	$2.36M	Hold	4,575	–	–	0.25%	59
2024 Q2	$2.04M	Hold	4,575	–	–	0.22%	58
2024 Q1	$1.95M	Sell	4,575 -385	-8%	-$167K	0.21%	66
2023 Q4	$2.18M	Sell	4,960 -50	-1%	-$19.7K	0.26%	59
2023 Q3	$1.83M	Hold	5,010	–	–	0.23%	64
2023 Q2	$1.96M	Sell	5,010 -260	-5%	-$95K	0.24%	64
2023 Q1	$1.82M	Hold	5,270	–	–	0.23%	64
2022 Q4	$1.76M	Sell	5,270 -70	-1%	-$23.1K	0.23%	66
2022 Q3	$1.63M	Hold	5,340	–	–	0.22%	67
2022 Q2	$1.8M	Hold	5,340	–	–	0.22%	67
2022 Q1	$2.19M	Hold	5,340	–	–	0.23%	61
2021 Q4	$2.52M	Buy	+5,340	New	+$2.44M	0.24%	60

Other funds holding SPGI

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

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

MMBG Investment Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 4,575 shares worth $1.86M. The position accounts for 0.15% of the portfolio, ranked #84.

MMBG Investment Advisors first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.52M in Q4 2021. 1,336 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

MMBG Investment Advisors held 4,575 shares of S&P Global worth $1.86M as of Q2 2026.
MMBG Investment Advisors left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.15% of MMBG Investment Advisors's portfolio in Q2 2026, its #84 holding.
MMBG Investment Advisors first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's S&P Global position peaked at $2.52M in Q4 2021.
1,336 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.