CA
K

Crewe Advisors’s Kellanova K Stock Holding History

Crewe 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
2025
Q3 		– Sell
-106
Closed -$8.43K – 1016
2025
Q2 		$8.43K Hold
106
– – ﹤0.01% 479
2025
Q1 		$8.74K Hold
106
– – ﹤0.01% 434
2024
Q4 		$8.58K Sell
106
-244
-70% -$19.7K ﹤0.01% 441
2024
Q3 		$28.2K Hold
350
– – ﹤0.01% 367
2024
Q2 		$20.2K Hold
350
– – ﹤0.01% 551
2024
Q1 		$20.1K Buy
+350
New +$19.3K ﹤0.01% 493
2022
Q4 		– Sell
-54
Closed -$4K – 1156
2022
Q3 		$4K Buy
54
+39
+260% +$2.68K ﹤0.01% 898
2022
Q2 		$1K Buy
+15
New +$975 ﹤0.01% 1081

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 $5.7T 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 $14.1B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return