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McCarley & Cook Financial Planners’s S&P Global SPGI Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$1.58K Hold
4
– – ﹤0.01% 244
2026
Q2 		$1.63K Hold
4
– – ﹤0.01% 228
2026
Q1 		$1.7K Hold
4
– – ﹤0.01% 234
2025
Q4 		$2.09K Buy
+4
New +$1.98K ﹤0.01% 222

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

McCarley & Cook Financial Planners's SPGI Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its S&P Global (SPGI) position steady in Q3 2026 at 4 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

McCarley & Cook Financial Planners first reported a position in SPGI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.09K in Q4 2025. 501 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • McCarley & Cook Financial Planners held 4 shares of S&P Global worth $1.58K as of Q3 2026.
  • McCarley & Cook Financial Planners left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #244 holding.
  • McCarley & Cook Financial Planners first reported a position in S&P Global in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's S&P Global position peaked at $2.09K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.