CSWM
K

Cassady Schiller Wealth Management’s Kellanova K Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.94K Buy
+24
New +$1.94K ﹤0.01% 582

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

Cassady Schiller Wealth Management's K Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Kellanova (K) in Q4 2024: 24 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

946 funds tracked by Wall St. Rank hold K as of Q4 2024.

  • Cassady Schiller Wealth Management held 24 shares of Kellanova worth $1.94K as of Q4 2024.
  • Kellanova was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Kellanova made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #582 holding.
  • 946 funds tracked by Wall St. Rank held Kellanova as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.