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 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 $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

KP Management's SPGI Position: Q1 2026 in Review

KP Management reduced its S&P Global (SPGI) stake by 10% in Q1 2026, selling an estimated $464K and leaving 9,000 shares worth $3.83M. The position accounts for 0.94% of the portfolio, ranked #45.

KP Management first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.27M in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

KP Management held 9,000 shares of S&P Global worth $3.83M as of Q1 2026.
KP Management sold 1,000 S&P Global shares in Q1 2026, an estimated $464K.
S&P Global made up 0.94% of KP Management's portfolio in Q1 2026, its #45 holding.
KP Management first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
KP Management's S&P Global position peaked at $5.27M in Q2 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.