Kaizen Advisory’s Kellanova K Stock Holding History

Kaizen Advisory’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
2018 Q4	$40K	Buy	756 +157	+26%	+$9.48K	0.03%	372
2018 Q3	$39K	Hold	599	–	–	0.02%	388
2018 Q2	$39K	Buy	599 +350	+141%	+$20.8K	0.02%	384
2018 Q1	$15K	Hold	249	–	–	0.01%	386
2017 Q4	$16K	Buy	+249	New	+$15K	0.01%	362

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Kaizen Advisory's K Position: Q4 2018 in Review

Kaizen Advisory increased its Kellanova (K) stake by 26% in Q4 2018, buying an estimated $9.48K and bringing the position to 756 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #372.

Kaizen Advisory first reported a position in K in Q4 2017 and has held it in 5 quarters since. 726 funds tracked by Wall St. Rank hold K as of Q4 2018.

Kaizen Advisory held 756 shares of Kellanova worth $40K as of Q4 2018.
Kaizen Advisory bought 157 Kellanova shares in Q4 2018, an estimated $9.48K.
Kellanova made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #372 holding.
Kaizen Advisory first reported a position in Kellanova in Q4 2017 and has held it in 5 quarters since.
726 funds tracked by Wall St. Rank held Kellanova as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.