Essential Planning’s Kellanova K Stock Holding History

Essential Planning’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 Q1	–	Sell	-13,000	Closed	-$1.05M	–	202
2024 Q4	$1.05M	Buy	+13,000	New	+$1.05M	0.01%	227

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 $27.4B AUM 24.17% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Essential Planning's K Position: Q1 2025 in Review

Essential Planning sold out of Kellanova (K) in Q1 2025, closing a stake of 13,000 shares — an estimated $1.05M sold.

Essential Planning first reported a position in K in Q4 2024 and held it in 1 quarter. The position peaked at $1.05M in Q4 2024. 944 funds tracked by Wall St. Rank hold K as of Q1 2025.

Essential Planning reported no remaining Kellanova position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 13,000 Kellanova shares in Q1 2025, an estimated $1.05M.
Essential Planning first reported a position in Kellanova in Q4 2024 and held it in 1 quarter.
Essential Planning's Kellanova position peaked at $1.05M in Q4 2024.
944 funds tracked by Wall St. Rank held Kellanova as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.