Coastwise Capital Group’s Kellanova K Stock Holding History

Coastwise Capital Group’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	–	Sell	-3,316	Closed	-$268K	–	125
2024 Q3	$268K	Buy	+3,316	New	+$236K	0.22%	102

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 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

Coastwise Capital Group's K Position: Q4 2024 in Review

Coastwise Capital Group sold out of Kellanova (K) in Q4 2024, closing a stake of 3,316 shares — an estimated $268K sold.

Coastwise Capital Group first reported a position in K in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 947 funds tracked by Wall St. Rank hold K as of Q4 2024.

Coastwise Capital Group reported no remaining Kellanova position as of Q4 2024 after selling out during the quarter.
Coastwise Capital Group sold 3,316 Kellanova shares in Q4 2024, an estimated $268K.
Coastwise Capital Group first reported a position in Kellanova in Q3 2024 and held it in 1 quarter.
Coastwise Capital Group's Kellanova position peaked at $268K in Q3 2024.
947 funds tracked by Wall St. Rank held Kellanova as of Q4 2024.

Based on Coastwise Capital Group's 13F filing for Q4 2024, filed 23 Jan 2025.