KP Management’s S&P Global SPGI Stock Holding History

KP Management’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	$4.62M	Buy	12,000 +3,000	+33%	+$1.27M	0.87%	47
2026 Q1	$3.83M	Sell	9,000 -1,000	-10%	-$464K	0.94%	45
2025 Q4	$5.23M	Hold	10,000	–	–	1.44%	30
2025 Q3	$4.87M	Hold	10,000	–	–	1.54%	27
2025 Q2	$5.27M	Hold	10,000	–	–	1.94%	19
2025 Q1	$5.08M	Hold	10,000	–	–	1.76%	21
2024 Q4	$4.98M	Hold	10,000	–	–	1.56%	23
2024 Q3	$5.17M	Hold	10,000	–	–	1.67%	26
2024 Q2	$4.46M	Hold	10,000	–	–	1.55%	25
2024 Q1	$4.25M	Hold	10,000	–	–	1.65%	25
2023 Q4	$4.41M	Buy	+10,000	New	+$3.95M	1.88%	19

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

KP Management's SPGI Position: Q2 2026 in Review

KP Management increased its S&P Global (SPGI) stake by 33% in Q2 2026, buying an estimated $1.27M and bringing the position to 12,000 shares worth $4.62M. The position accounts for 0.87% of the portfolio, ranked #47.

KP Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.27M in Q2 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

KP Management held 12,000 shares of S&P Global worth $4.62M as of Q2 2026.
KP Management bought 3,000 S&P Global shares in Q2 2026, an estimated $1.27M.
S&P Global made up 0.87% of KP Management's portfolio in Q2 2026, its #47 holding.
KP Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
KP Management's S&P Global position peaked at $5.27M in Q2 2025.
2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on KP Management's 13F filing for Q2 2026, filed 14 Aug 2026.