Ethos Financial Group’s Kellanova K Stock Holding History

Ethos Financial 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	-6,314	Closed	-$510K	–	412
2024 Q3	$510K	Buy	+6,314	New	+$449K	0.08%	132

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

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

Ethos Financial Group's K Position: Q4 2024 in Review

Ethos Financial Group sold out of Kellanova (K) in Q4 2024, closing a stake of 6,314 shares — an estimated $510K sold.

Ethos Financial Group first reported a position in K in Q3 2024 and held it in 1 quarter. The position peaked at $510K in Q3 2024. 946 funds tracked by Wall St. Rank hold K as of Q4 2024.

Ethos Financial Group reported no remaining Kellanova position as of Q4 2024 after selling out during the quarter.
Ethos Financial Group sold 6,314 Kellanova shares in Q4 2024, an estimated $510K.
Ethos Financial Group first reported a position in Kellanova in Q3 2024 and held it in 1 quarter.
Ethos Financial Group's Kellanova position peaked at $510K in Q3 2024.
946 funds tracked by Wall St. Rank held Kellanova as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.