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

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

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

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Atria Wealth Solutions's K Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Kellanova (K) stake by 53% in Q2 2025, selling an estimated $272K and leaving 2,947 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1284.

Atria Wealth Solutions first reported a position in K in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.64M in Q3 2022. 924 funds tracked by Wall St. Rank hold K as of Q2 2025.

Atria Wealth Solutions held 2,947 shares of Kellanova worth $234K as of Q2 2025.
Atria Wealth Solutions sold 3,333 Kellanova shares in Q2 2025, an estimated $272K.
Kellanova made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1284 holding.
Atria Wealth Solutions first reported a position in Kellanova in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Kellanova position peaked at $2.64M in Q3 2022.
924 funds tracked by Wall St. Rank held Kellanova as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.