BRWA
K

B. Riley Wealth Advisors’s Kellanova K Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$355K Sell
4,385
-897
-17% -$72.5K 0.01% 805
2024
Q3 		$426K Sell
5,282
-4,528
-46% -$322K 0.01% 804
2024
Q2 		$566K Buy
9,810
+180
+2% +$10.6K 0.01% 765
2024
Q1 		$573K Buy
9,630
+303
+3% +$16.7K 0.02% 727
2023
Q4 		$521K Sell
9,327
-929
-9% -$48.5K 0.01% 789
2023
Q3 		$573K Buy
10,256
+3,387
+49% +$201K 0.02% 727
2023
Q2 		$435K Buy
6,869
+2,361
+52% +$151K 0.01% 925
2023
Q1 		$283K Sell
4,508
-279
-6% -$17.6K 0.01% 1098
2022
Q4 		$320K Buy
4,787
+1,261
+36% +$85.6K 0.01% 1019
2022
Q3 		$231K Buy
+3,526
New +$242K 0.01% 1159
2021
Q2 		– Sell
-7,235
Closed -$430K – 1412
2021
Q1 		$430K Buy
+7,235
New +$405K 0.02% 812
2020
Q4 		– Sell
-5,086
Closed -$309K – 1063
2020
Q3 		$309K Buy
5,086
+1
+0% +$63 0.02% 708
2020
Q2 		$316K Sell
5,085
-55
-1% -$3.33K 0.02% 615
2020
Q1 		$290K Buy
5,140
+772
+18% +$47.3K 0.02% 547
2019
Q4 		$284K Buy
+4,368
New +$265K 0.02% 617
2016
Q3 		– Sell
-3,962
Closed -$304K – 632
2016
Q2 		$304K Buy
3,962
+290
+8% +$20.8K 0.06% 392
2016
Q1 		$264K Buy
3,672
+179
+5% +$12.4K 0.06% 385
2015
Q4 		$237K Buy
3,493
+128
+4% +$8.36K 0.05% 437
2015
Q3 		$211K Buy
+3,365
New +$210K 0.05% 463
2015
Q2 		– Sell
-3,872
Closed -$240K – 566
2015
Q1 		$240K Buy
3,872
+645
+20% +$39.4K 0.06% 416
2014
Q4 		$198 Sell
3,227
-283
-8% -$17K ﹤0.01% 1388
2014
Q3 		$203K Sell
3,510
-3,665
-51% -$221K 0.05% 507
2014
Q2 		$241K Buy
7,175
+3,905
+119% +$245K 0.06% 387
2014
Q1 		$193K Hold
3,270
– – 0.06% 399
2013
Q4 		$187K Sell
3,270
-106
-3% -$6.1K 0.06% 363
2013
Q3 		$186K Buy
3,376
+203
+6% +$12.1K 0.06% 355
2013
Q2 		$191K Buy
+3,173
New +$191K 0.06% 342

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

B. Riley Wealth Advisors's K Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Kellanova (K) stake by 17% in Q4 2024, selling an estimated $72.5K and leaving 4,385 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #805.

B. Riley Wealth Advisors first reported a position in K in Q2 2013 and has held it in 27 quarters since. The position peaked at $573K in Q1 2024. 947 funds tracked by Wall St. Rank hold K as of Q4 2024.

  • B. Riley Wealth Advisors held 4,385 shares of Kellanova worth $355K as of Q4 2024.
  • B. Riley Wealth Advisors sold 897 Kellanova shares in Q4 2024, an estimated $72.5K.
  • Kellanova made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #805 holding.
  • B. Riley Wealth Advisors first reported a position in Kellanova in Q2 2013 and has held it in 27 quarters since.
  • B. Riley Wealth Advisors's Kellanova position peaked at $573K in Q1 2024.
  • 947 funds tracked by Wall St. Rank held Kellanova as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.