YL
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YCG LLC’s S&P Global SPGI Stock Holding History

YCG LLC’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 		$34.7M Buy
85,087
+369
+0.4% +$156K 3.05% 17
2026
Q1 		$36M Sell
84,718
-1,133
-1% -$526K 3.26% 16
2025
Q4 		$44.9M Buy
85,851
+748
+0.9% +$370K 3.38% 11
2025
Q3 		$41.4M Buy
85,103
+3,471
+4% +$1.86M 3.11% 15
2025
Q2 		$43M Sell
81,632
-805
-1% -$402K 3.33% 15
2025
Q1 		$41.9M Buy
82,437
+313
+0.4% +$160K 3.28% 14
2024
Q4 		$40.9M Sell
82,124
-98
-0.1% -$49.7K 3.25% 14
2024
Q3 		$42.5M Buy
82,222
+2,496
+3% +$1.24M 3.28% 14
2024
Q2 		$35.6M Buy
79,726
+301
+0.4% +$129K 2.9% 15
2024
Q1 		$34.2M Sell
79,425
-388
-0.5% -$168K 2.72% 17
2023
Q4 		$35.2M Buy
79,813
+292
+0.4% +$115K 2.91% 15
2023
Q3 		$29.1M Buy
79,521
+15
+0% +$5.9K 2.68% 17
2023
Q2 		$31.9M Sell
79,506
-106
-0.1% -$38.7K 2.84% 16
2023
Q1 		$27.4M Sell
79,612
-87
-0.1% -$30.6K 2.68% 19
2022
Q4 		$27.8M Buy
79,699
+25,868
+48% +$8.53M 2.97% 15
2022
Q3 		$16.4M Buy
53,831
+940
+2% +$336K 1.96% 23
2022
Q2 		$17.8M Buy
52,891
+6,630
+14% +$2.36M 2.02% 24
2022
Q1 		$19M Buy
46,261
+1,404
+3% +$572K 1.79% 23
2021
Q4 		$21.2M Buy
44,857
+45
+0.1% +$20.6K 1.86% 23
2021
Q3 		$19M Buy
44,812
+7,724
+21% +$3.35M 1.8% 23
2021
Q2 		$15.2M Buy
37,088
+21,877
+144% +$8.41M 1.47% 26
2021
Q1 		$5.37M Buy
15,211
+2,337
+18% +$778K 0.6% 29
2020
Q4 		$4.23M Buy
+12,874
New +$4.34M 0.49% 31

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

YCG LLC's SPGI Position: Q2 2026 in Review

YCG LLC increased its S&P Global (SPGI) stake by 0.44% in Q2 2026, buying an estimated $156K and bringing the position to 85,087 shares worth $34.7M. The position accounts for 3.05% of the portfolio, ranked #17.

YCG LLC first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $44.9M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • YCG LLC held 85,087 shares of S&P Global worth $34.7M as of Q2 2026.
  • YCG LLC bought 369 S&P Global shares in Q2 2026, an estimated $156K.
  • S&P Global made up 3.05% of YCG LLC's portfolio in Q2 2026, its #17 holding.
  • YCG LLC first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • YCG LLC's S&P Global position peaked at $44.9M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on YCG LLC's 13F filing for Q2 2026, filed 13 Aug 2026.