Financial Partners Capital Management’s Kellanova K Stock Holding History

Financial Partners Capital 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
2022 Q4	$2.2M	Buy	32,911 +80	+0.2%	+$5.43K	0.49%	50
2022 Q3	$2.15M	Buy	32,831 +996	+3%	+$68.5K	0.51%	52
2022 Q2	$2.13M	Buy	31,835 +692	+2%	+$45K	0.46%	59
2022 Q1	$1.89M	Buy	31,143 +3,175	+11%	+$191K	0.35%	66
2021 Q4	$1.69M	Buy	27,968 +4,148	+17%	+$245K	0.3%	66
2021 Q3	$1.43M	Buy	23,820 +1,828	+8%	+$110K	0.26%	64
2021 Q2	$1.33M	Buy	21,992 +5,586	+34%	+$339K	0.24%	62
2021 Q1	$975K	Buy	16,406 +9,313	+131%	+$521K	0.2%	67
2020 Q4	$414K	Buy	+7,093	New	+$426K	0.09%	80

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Financial Partners Capital Management's K Position: Q4 2022 in Review

Financial Partners Capital Management increased its Kellanova (K) stake by 0.24% in Q4 2022, buying an estimated $5.43K and bringing the position to 32,911 shares worth $2.2M. The position accounts for 0.49% of the portfolio, ranked #50.

Financial Partners Capital Management first reported a position in K in Q4 2020 and has held it in 9 quarters since. 921 funds tracked by Wall St. Rank hold K as of Q4 2022.

Financial Partners Capital Management held 32,911 shares of Kellanova worth $2.2M as of Q4 2022.
Financial Partners Capital Management bought 80 Kellanova shares in Q4 2022, an estimated $5.43K.
Kellanova made up 0.49% of Financial Partners Capital Management's portfolio in Q4 2022, its #50 holding.
Financial Partners Capital Management first reported a position in Kellanova in Q4 2020 and has held it in 9 quarters since.
921 funds tracked by Wall St. Rank held Kellanova as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.