AWS
K

Atria Wealth Solutions’s Kellanova K Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$234K Sell
2,947
-3,333
-53% -$272K 0.01% 1284
2025
Q1 		$518K Sell
6,280
-1,705
-21% -$140K 0.01% 1182
2024
Q4 		$647K Buy
7,985
+1,114
+16% +$90K 0.01% 1126
2024
Q3 		$555K Sell
6,871
-5,349
-44% -$381K 0.01% 1200
2024
Q2 		$705K Sell
12,220
-5,217
-30% -$308K 0.01% 1056
2024
Q1 		$999K Sell
17,437
-2,084
-11% -$115K 0.01% 911
2023
Q4 		$1.09M Sell
19,521
-5,899
-23% -$308K 0.01% 825
2023
Q3 		$1.42M Sell
25,420
-899
-3% -$53.5K 0.02% 680
2023
Q2 		$1.67M Sell
26,319
-3,131
-11% -$200K 0.02% 633
2023
Q1 		$1.85M Buy
29,450
+12,426
+73% +$785K 0.03% 571
2022
Q4 		$1.14M Sell
17,024
-23,403
-58% -$1.59M 0.02% 697
2022
Q3 		$2.64M Buy
40,427
+6,871
+20% +$472K 0.05% 386
2022
Q2 		$2.25M Buy
33,556
+11,061
+49% +$719K 0.04% 403
2022
Q1 		$1.36M Buy
+22,495
New +$1.35M 0.02% 612

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return