Accel Wealth Management’s Kellanova K Stock Holding History

Accel Wealth Management’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-217	Closed	-$13.7K	–	539
2023 Q1	$13.7K	Hold	217	–	–	0.01%	808
2022 Q4	$14.5K	Hold	217	–	–	0.01%	623
2022 Q3	$15K	Hold	217	–	–	0.01%	636
2022 Q2	$15K	Hold	217	–	–	0.01%	609
2022 Q1	$13K	Hold	217	–	–	0.01%	661
2021 Q4	$13K	Hold	217	–	–	0.01%	659
2021 Q3	$13K	Hold	217	–	–	0.01%	587
2021 Q2	$13K	Hold	217	–	–	0.01%	644
2021 Q1	$13K	Hold	217	–	–	0.01%	605
2020 Q4	$13K	Buy	+217	New	+$13K	0.01%	575

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accel Wealth Management's K Position: Q2 2023 in Review

Accel Wealth Management sold out of Kellanova (K) in Q2 2023, closing a stake of 217 shares — an estimated $13.7K sold.

Accel Wealth Management first reported a position in K in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q3 2022. 904 funds tracked by Wall St. Rank hold K as of Q2 2023.

Accel Wealth Management reported no remaining Kellanova position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 217 Kellanova shares in Q2 2023, an estimated $13.7K.
Accel Wealth Management first reported a position in Kellanova in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Kellanova position peaked at $15K in Q3 2022.
904 funds tracked by Wall St. Rank held Kellanova as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.