Gries Financial’s Kellanova K Stock Holding History

Gries Financial’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	-29,108	Closed	-$2.36M	–	291
2024 Q4	$2.36M	Buy	29,108 +107	+0.4%	+$8.64K	0.42%	51
2024 Q3	$2.34M	Sell	29,001 -6,734	-19%	-$479K	0.44%	43
2024 Q2	$2.06M	Buy	35,735 +603	+2%	+$35.6K	0.42%	60
2024 Q1	$2.01M	Buy	35,132 +154	+0.4%	+$8.48K	0.34%	83
2023 Q4	$1.96M	Buy	+34,978	New	+$1.83M	0.43%	63

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 $30.4B AUM 27.51% 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

Gries Financial's K Position: Q1 2025 in Review

Gries Financial sold out of Kellanova (K) in Q1 2025, closing a stake of 29,108 shares — an estimated $2.36M sold.

Gries Financial first reported a position in K in Q4 2023 and held it in 5 quarters. The position peaked at $2.36M in Q4 2024. 945 funds tracked by Wall St. Rank hold K as of Q1 2025.

Gries Financial reported no remaining Kellanova position as of Q1 2025 after selling out during the quarter.
Gries Financial sold 29,108 Kellanova shares in Q1 2025, an estimated $2.36M.
Gries Financial first reported a position in Kellanova in Q4 2023 and held it in 5 quarters.
Gries Financial's Kellanova position peaked at $2.36M in Q4 2024.
945 funds tracked by Wall St. Rank held Kellanova as of Q1 2025.

Based on Gries Financial's 13F filing for Q1 2025, filed 5 May 2025.