K.J. Harrison & Partners’s S&P Global SPGI Stock Holding History

K.J. Harrison & Partners’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 Q1	$1.4M	Sell	3,300 -1,000	-23%	-$464K	0.23%	99
2025 Q4	$2.25M	Sell	4,300 -230	-5%	-$114K	0.3%	90
2025 Q3	$2.16M	Hold	4,530	–	–	0.31%	90
2025 Q2	$2.39M	Buy	4,530 +1	+0%	+$499	0.4%	74
2025 Q1	$2.3M	Hold	4,529	–	–	0.45%	68
2024 Q4	$2.24M	Sell	4,529 -12	-0.3%	-$6.09K	0.35%	73
2024 Q3	$2.38M	Hold	4,541	–	–	0.36%	75
2024 Q2	$2.03M	Sell	4,541 -11,112	-71%	-$4.77M	0.33%	78
2024 Q1	$6.66M	Sell	15,653 -940	-6%	-$407K	1.03%	29
2023 Q4	$7.31M	Sell	16,593 -112	-0.7%	-$44.2K	1.24%	19
2023 Q3	$6.1M	Buy	16,705 +2,900	+21%	+$1.14M	1.38%	21
2023 Q2	$5.51M	Buy	13,805 +4,980	+56%	+$1.82M	1%	23
2023 Q1	$3.04M	Hold	8,825	–	–	0.62%	48
2022 Q4	$4M	Sell	8,825 -22	-0.2%	-$7.25K	0.78%	32
2022 Q3	$2.7M	Sell	8,847 -856	-9%	-$306K	0.96%	30
2022 Q2	$3.27M	Sell	9,703 -3,760	-28%	-$1.34M	0.88%	27
2022 Q1	$5.52M	Sell	13,463 -331	-2%	-$135K	0.89%	26
2021 Q4	$6.52M	Buy	13,794 +54	+0.4%	+$24.7K	0.92%	24
2021 Q3	$5.87M	Hold	13,740	–	–	0.85%	25
2021 Q2	$5.64K	Hold	13,740	–	–	0.59%	29
2021 Q1	$4.85M	Sell	13,740 -1,404	-9%	-$467K	0.75%	31
2020 Q4	$4.98M	Buy	15,144 +2	+0%	+$675	0.81%	25
2020 Q3	$5.47M	Hold	15,142	–	–	1.13%	19
2020 Q2	$4.99M	Buy	15,142 +1,322	+10%	+$398K	1.36%	12
2020 Q1	$3.39M	Sell	13,820 -5,220	-27%	-$1.43M	1.89%	15
2019 Q4	$5.2M	Buy	19,040 +1,040	+6%	+$270K	1.31%	20
2019 Q3	$4.41M	Buy	18,000 +600	+3%	+$150K	1.23%	19
2019 Q2	$3.96M	Hold	17,400	–	–	1.26%	24
2019 Q1	$3.66M	Sell	17,400 -3,000	-15%	-$581K	1.28%	21
2018 Q4	$3.47M	Sell	20,400 -15	-0.1%	-$2.69K	2.12%	15
2018 Q3	$3.99M	Buy	20,415 +5,000	+32%	+$1.03M	1.03%	25
2018 Q2	$3.14M	Buy	15,415 +15	+0.1%	+$2.96K	0.91%	35
2018 Q1	$2.94M	Hold	15,400	–	–	0.96%	39
2017 Q4	$2.61M	Buy	15,400 +1,400	+10%	+$229K	0.88%	42
2017 Q3	$2.19M	Hold	14,000	–	–	0.75%	47
2017 Q2	$2.04M	Hold	14,000	–	–	0.8%	41
2017 Q1	$1.83M	Hold	14,000	–	–	0.75%	43
2016 Q4	$1.51M	Buy	14,000 +9,000	+180%	+$1.08M	0.6%	45
2016 Q3	$633K	Sell	5,000 -2,000	-29%	-$240K	0.3%	107
2016 Q2	$751K	Buy	+7,000	New	+$751K	0.4%	86

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

K.J. Harrison & Partners's SPGI Position: Q1 2026 in Review

K.J. Harrison & Partners reduced its S&P Global (SPGI) stake by 23% in Q1 2026, selling an estimated $464K and leaving 3,300 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #99.

K.J. Harrison & Partners first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $7.31M in Q4 2023. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

K.J. Harrison & Partners held 3,300 shares of S&P Global worth $1.4M as of Q1 2026.
K.J. Harrison & Partners sold 1,000 S&P Global shares in Q1 2026, an estimated $464K.
S&P Global made up 0.23% of K.J. Harrison & Partners's portfolio in Q1 2026, its #99 holding.
K.J. Harrison & Partners first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
K.J. Harrison & Partners's S&P Global position peaked at $7.31M in Q4 2023.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.