Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,755,344
-$543,567 QoQ
Shares Held
9,747
-8.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#709
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $4,116,140 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
9,747 | $3,755,344 | |
| 2 | COIN |
Coinbase Global, Inc.
|
2,468 | $360,796 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,755,344 | 9,221 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,298,911 | 10,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,995,152 | 11,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,936,402 | 12,197 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,412,901 | 12,162 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,616,986 | 13,023 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,471,899 | 12,995 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,763,073 | 13,091 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,756,521 | 12,907 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,444,909 | 12,798 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,463,769 | 12,403 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,913,302 | 13,446 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,367,114 | 13,388 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,727,486 | 13,712 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,656,671 | 13,903 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,318,869 | 14,144 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,623,451 | 13,717 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,012,417 | 14,658 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,738,216 | 14,278 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,928,490 | 13,953 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,036,488 | 14,707 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $5,225,652 | 14,809 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,132,135 | 12,570 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $4,068,289 | 11,282 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,681,280 | 11,173 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,606,597 | 10,637 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||