FFM
K

Forum Financial Management’s Kellanova K Stock Holding History

Forum Financial 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
2025
Q1 		– Sell
-2,976
Closed -$241K – 903
2024
Q4 		$241K Sell
2,976
-286
-9% -$23.1K ﹤0.01% 751
2024
Q3 		$263K Buy
+3,262
New +$232K ﹤0.01% 581
2023
Q3 		– Sell
-3,443
Closed -$218K – 658
2023
Q2 		$218K Sell
3,443
-3
-0.1% -$191 ﹤0.01% 579
2023
Q1 		$217K Buy
3,446
+2
+0.1% +$126 0.01% 529
2022
Q4 		$230K Buy
3,444
+3
+0.1% +$204 0.01% 491
2022
Q3 		$225K Sell
3,441
-623
-15% -$42.8K 0.01% 459
2022
Q2 		$272K Buy
+4,064
New +$264K 0.01% 388

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 $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
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
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

Forum Financial Management's K Position: Q1 2025 in Review

Forum Financial Management sold out of Kellanova (K) in Q1 2025, closing a stake of 2,976 shares — an estimated $241K sold.

Forum Financial Management first reported a position in K in Q2 2022 and held it in 7 quarters. The position peaked at $272K in Q2 2022. 945 funds tracked by Wall St. Rank hold K as of Q1 2025.

  • Forum Financial Management reported no remaining Kellanova position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,976 Kellanova shares in Q1 2025, an estimated $241K.
  • Forum Financial Management first reported a position in Kellanova in Q2 2022 and held it in 7 quarters.
  • Forum Financial Management's Kellanova position peaked at $272K in Q2 2022.
  • 945 funds tracked by Wall St. Rank held Kellanova as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.