IF
K

IRON Financial’s Kellanova K Stock Holding History

IRON 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
2023
Q1 		– Sell
-11,696
Closed -$782K – 104
2022
Q4 		$782K Sell
11,696
-1,163
-9% -$78.9K 0.45% 48
2022
Q3 		$841K Buy
12,859
+781
+6% +$53.7K 0.46% 40
2022
Q2 		$809K Buy
12,078
+2,007
+20% +$130K 0.42% 39
2022
Q1 		$610K Buy
10,071
+1,636
+19% +$98.4K 0.28% 55
2021
Q4 		$510K Buy
8,435
+360
+4% +$21.2K 0.23% 54
2021
Q3 		$485K Buy
+8,075
New +$484K 0.23% 55

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IRON Financial's K Position: Q1 2023 in Review

IRON Financial sold out of Kellanova (K) in Q1 2023, closing a stake of 11,696 shares — an estimated $782K sold.

IRON Financial first reported a position in K in Q3 2021 and held it in 6 quarters. The position peaked at $841K in Q3 2022. 920 funds tracked by Wall St. Rank hold K as of Q1 2023.

  • IRON Financial reported no remaining Kellanova position as of Q1 2023 after selling out during the quarter.
  • IRON Financial sold 11,696 Kellanova shares in Q1 2023, an estimated $782K.
  • IRON Financial first reported a position in Kellanova in Q3 2021 and held it in 6 quarters.
  • IRON Financial's Kellanova position peaked at $841K in Q3 2022.
  • 920 funds tracked by Wall St. Rank held Kellanova as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.