13F Filings History of YCG, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$1,325,449,913
Signature - Title
Lelia Long - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by YCG, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. YCG, LLC reported 44 stock holdings with total value $1,325,449,913 as of Q4 2025. Top holdings included MCO, MA, MSFT, FICO, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $1,325,449,913 +$123,009,860 -$134,143,189 -$11,133,329 MCO, MA, MSFT, FICO, GOOG 13F-HR 11 Feb 2026, 17:27
Q3 2025 37 $1,331,787,870 +$61,723,203 -$9,052,486 +$52,670,717 MSFT, MA, MCO, AMZN, FICO 13F-HR 28 Oct 2025, 15:51
Q2 2025 36 $1,293,954,787 +$13,965,927 -$49,555,678 -$35,589,751 MSFT, MA, MCO, AMZN, MSCI 13F-HR 13 Aug 2025, 15:41
Q1 2025 38 $1,277,002,675 +$44,035,543 -$32,081,891 +$11,953,652 MA, MCO, MSFT, CPRT, AMZN 13F-HR 13 May 2025, 08:06
Q4 2024 38 $1,258,244,603 +$22,612,085 -$73,468,902 -$50,856,817 MSFT, MA, MCO, AMZN, CPRT 13F-HR 07 Feb 2025, 17:53
Q3 2024 37 $1,295,360,130 +$21,409,115 -$25,866,275 -$4,457,160 MSFT, MCO, MA, AMZN, MSCI 13F-HR 04 Nov 2024, 14:49
Q2 2024 38 $1,226,406,387 +$39,015,100 -$66,791,216 -$27,776,116 MSFT, MCO, MA, AMZN, CPRT 13F-HR 06 Aug 2024, 14:05
Q1 2024 38 $1,257,789,099 +$4,446,825 -$46,764,129 -$42,317,304 MSFT, AMZN, MA, MCO, CPRT 13F-HR 06 May 2024, 15:06
Q4 2023 40 $1,207,978,224 +$14,111,479 -$13,141,852 +$969,627 MSFT, MA, AMZN, MCO, GOOG 13F-HR 29 Jan 2024, 11:26
Q3 2023 40 $1,083,081,865 +$51,315,007 -$19,487,691 +$31,827,316 MSFT, MA, AMZN, GOOG, MCO 13F-HR 24 Oct 2023, 17:50
Q2 2023 46 $1,121,635,066 +$118,503,754 -$117,973,666 +$530,088 MSFT, MA, AMZN, MCO, GOOG 13F-HR 14 Aug 2023, 12:40
Q1 2023 41 $1,022,677,675 +$25,434,675 -$6,712,370 +$18,722,305 MSFT, MA, AMZN, MCO, MSCI 13F-HR 12 May 2023, 12:00
Q4 2022 41 $935,447,424 +$65,235,636 -$51,086,964 +$14,148,672 MA, MSFT, AMZN, MCO, AON 13F-HR 03 Feb 2023, 14:19
Q3 2022 41 $840,414,000 +$50,334,764 -$3,206,538 +$47,128,226 MSFT, AMZN, MA, MCO, AON 13F-HR 10 Nov 2022, 15:44
Q2 2022 42 $884,562,000 +$55,421,366 -$14,539,747 +$40,881,619 MSFT, MA, MCO, AMZN, GOOG 13F-HR 04 Aug 2022, 11:45
Q1 2022 43 $1,059,058,000 +$28,250,884 -$3,287,867 +$24,963,017 MSFT, MA, AMZN, MCO, GOOG 13F-HR 05 May 2022, 17:09
Q4 2021 43 $1,135,799,000 +$73,634,399 -$80,948,378 -$7,313,979 MSFT, MCO, MA, GOOG, AMZN 13F-HR 14 Feb 2022, 14:06
Q3 2021 45 $1,059,719,000 +$69,676,315 -$53,310,479 +$16,365,836 MCO, MSFT, MSCI, MA, GOOG 13F-HR 05 Nov 2021, 07:34
Q2 2021 41 $1,004,370,000 +$92,779,310 -$69,596,676 +$23,182,634 MSCI, MCO, MA, MSFT, NKE 13F-HR 02 Aug 2021, 10:24
Q1 2021 46 $895,981,000 +$11,127,422 -$20,022,843 -$8,895,421 MA, MCO, CBRE, MSCI, MSFT 13F-HR 11 May 2021, 18:27
Q4 2020 45 $870,281,000 +$89,604,117 -$64,146,987 +$25,457,130 MA, MSCI, MCO, NKE, CBRE 13F-HR 12 Feb 2021, 15:49
Q3 2020 42 $769,884,000 +$41,395,437 -$39,313,599 +$2,081,838 MA, MCO, MSCI, NKE, CBRE 13F-HR 09 Nov 2020, 14:32
Q2 2020 41 $701,716,000 +$54,406,444 -$30,060,631 +$24,345,813 MA, MCO, MSCI, CBRE, NKE 13F-HR 14 Aug 2020, 06:29
Q1 2020 43 $595,242,000 +$61,023,066 -$65,174,131 -$4,151,065 MA, MCO, CBRE, MSCI, SCHW 13F-HR 08 May 2020, 16:01
Q4 2019 41 $762,128,000 +$32,991,874 -$1,570,886 +$31,420,988 MA, MCO, CBRE, AONXXXX, SCHW 13F-HR 30 Jan 2020, 13:18
Q3 2019 40 $671,712,000 +$27,647,141 -$10,582,475 +$17,064,666 MA, MCO, CBRE, AONXXXX, GOOG 13F-HR 16 Oct 2019, 14:20
Q2 2019 41 $635,178,000 +$22,477,410 -$500,034 +$21,977,376 MA, MCO, CBRE, CL, AONXXXX 13F-HR 23 Jul 2019, 13:25
Q1 2019 38 $576,287,000 +$5,133,926 -$4,975,984 +$157,942 MA, MCO, CBRE, CL, GOOG 13F-HR 01 May 2019, 10:03
Q4 2018 37 $492,914,000 +$59,843,677 -$19,321,348 +$40,522,329 CL, MA, GOOG, CBRE, SCHW 13F-HR 30 Jan 2019, 15:45
Q3 2018 36 $503,198,000 +$33,861,719 -$8,493,497 +$25,368,222 MA, CL, GOOG, WFC, NKE 13F-HR 23 Oct 2018, 13:28
Q2 2018 35 $472,163,000 +$25,675,920 -$24,237,348 +$1,438,572 CL, MA, WFC, GOOG, NKE 13F-HR 19 Jul 2018, 12:56
Q1 2018 35 $456,986,000 +$111,779,898 -$13,307,738 +$98,472,160 CL, MA, WFC, AONXXXX, PEP 13F-HR 03 May 2018, 16:50
Q4 2017 37 $400,594,000 +$17,761,292 -$20,880,303 -$3,119,011 CL, PEP, MA, WFC, NKE 13F-HR 25 Jan 2018, 09:36
Q3 2017 38 $380,833,000 +$24,599,647 -$37,588,844 -$12,989,197 CL, PEP, MA, WFC, AONXXXX 13F-HR 03 Nov 2017, 16:56
Q2 2017 37 $383,477,000 +$16,737,315 -$5,578,336 +$11,158,979 CL, PEP, MA, UN, AONXXXX 13F-HR 17 Jul 2017, 16:33
Q1 2017 38 $362,978,000 +$18,544,000 -$15,262,231 +$3,281,769 CL, PEP, MA, WFC, UN 13F-HR 27 Apr 2017, 12:57
Q4 2016 36 $334,512,000 +$11,731,926 -$8,625,195 +$3,106,731 CL, PEP, MA, WFC, AONXXXX 13F-HR 30 Jan 2017, 12:06
Q3 2016 36 $326,255,000 +$14,014,856 -$6,173,095 +$7,841,761 CL, PEP, MA, AONXXXX, WFC 13F-HR 10 Nov 2016, 16:30
Q2 2016 55 $312,707,000 +$19,356,237 -$15,189,081 +$4,167,156 CL, PEP, AONXXXX, MA, WFC 13F-HR 11 Aug 2016, 15:38
Q1 2016 55 $317,288,000 +$31,746,831 -$57,377,385 -$25,630,554 CL, PEP, PG, MA, AONXXXX 13F-HR 04 May 2016, 16:40
Q4 2015 65 $359,326,000 +$38,148,229 -$24,688,458 +$13,459,771 PG, CL, PEP, MA, NSRGY 13F-HR 12 Feb 2016, 08:11
Q3 2015 62 $330,398,000 +$25,884,605 -$7,688,492 +$18,196,113 PG, CL, PEP, UN, MA 13F-HR 06 Nov 2015, 10:28
Q2 2015 61 $336,343,000 +$10,410,614 -$5,282,331 +$5,128,283 UN, PG, PEP, MA, CL 13F-HR 14 Aug 2015, 17:42
Q1 2015 64 $332,656,000 +$28,439,622 -$11,882,733 +$16,556,889 PG, UN, PEP, KO, MA 13F-HR 07 May 2015, 17:22
Q4 2014 75 $311,643,000 +$23,368,707 -$8,958,106 +$14,410,601 PG, KO, PEP, UN, MA 13F-HR 26 Jan 2015, 16:29
Q3 2014 62 $286,311,000 +$43,764,910 -$19,916,350 +$23,848,560 PG, KO, PEP, UN, AONXXXX 13F-HR 12 Nov 2014, 11:52
Q2 2014 64 $273,703,000 +$23,506,365 -$3,776,203 +$19,730,162 PG, KO, PEP, UN, AONXXXX 13F-HR 20 Aug 2014, 09:56
Q1 2014 64 $244,636,000 +$21,964,134 -$7,869,507 +$14,094,627 PG, KO, PEP, UN, AONXXXX 13F-HR 12 May 2014, 11:54
Q4 2013 77 $236,969,000 $0 PG, KO, PEP, UN, AONXXXX 13F-HR 18 Feb 2014, 15:41