MCDONALD PARTNERS LLC

Position in SPGI — S&P Global Inc.

CIK 1331074 Cleveland, OH

Position in SPGI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,254

-$245,649 QoQ

Shares Held

-93.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,861

of 1,991 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $65,749 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	130	$19,004
2	SPGI	S&P Global Inc. This page	37	$14,254
3	MCO	Moodys Corp /De/	26	$11,775
4	CME	Cme Group Inc.	52	$11,483
5	ICE	Intercontinental Exchange, Inc.	75	$9,233

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,254	35	-93.4%	Shares	Sole	2026-07-28
2025-09-30	$259,903	534	-75.9%	Shares	Sole	2025-11-12
2025-06-30	$1,169,529	2,218	+2.3%	Shares	Sole	2025-08-12
2025-03-31	$1,102,068	2,169	+4.8%	Shares	Sole	2025-05-15
2024-12-31	$1,030,922	2,070	+2.6%	Shares	Sole	2025-01-31
2024-09-30	$1,042,539	2,018	+0.0%	Shares	Sole	2024-10-15
2024-06-30	$899,581	2,017	+3.3%	Shares	Sole	2024-07-17
2024-03-31	$830,478	1,952	+0.6%	Shares	Sole	2024-04-15
2023-12-31	$854,608	1,940	+0.5%	Shares	Sole	2024-02-12
2023-09-30	$705,606	1,931	+1.6%	Shares	Sole	2023-10-30
2023-06-30	$761,690	1,900	+0.6%	Shares	Sole	2023-07-17
2023-03-31	$650,925	1,888	+1.5%	Shares	Sole	2023-04-19
2022-12-31	$623,323	1,861	+26.2%	Shares	Sole	2023-01-18
2022-09-30	$450,391	1,475	+11.2%	Shares	Sole	2022-10-21
2022-06-30	$446,941	1,326	+17.2%	Shares	Sole	2022-07-25
2022-03-31	$463,913	1,131	+2306.4%	Shares	Sole	2022-04-29
2021-12-31	$22,180	47	-92.4%	Shares	Sole	2022-01-31
2021-09-30	$264,281	622	+6.7%	Shares	Sole	2021-11-24
2021-06-30	$239,292	583	+1.4%	Shares	Sole	2021-11-24
2021-03-31	$202,900	575	—	Shares	Sole	2021-11-24
No filing history on record for this holder in this stock.