LA
K

Legacy Advisors’s Kellanova K Stock Holding History

Legacy Advisors’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 		$222K Buy
2,687
+179
+7% +$14.7K 0.02% 390
2024
Q4 		$203K Buy
+2,508
New +$203K 0.02% 391
2019
Q3 		– Sell
-2,272
Closed -$114K – 219
2019
Q2 		$114K Buy
2,272
+23
+1% +$1.22K 0.08% 153
2019
Q1 		$121K Buy
+2,249
New +$120K 0.04% 140
2018
Q4 		– Sell
-2,206
Closed -$145K – 252
2018
Q3 		$145K Buy
2,206
+16
+0.7% +$1.08K 0.07% 159
2018
Q2 		$144K Buy
2,190
+18
+0.8% +$1.07K 0.11% 113
2018
Q1 		$129K Buy
+2,172
New +$137K 0.1% 108

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Legacy Advisors's K Position: Q1 2025 in Review

Legacy Advisors increased its Kellanova (K) stake by 7.1% in Q1 2025, buying an estimated $14.7K and bringing the position to 2,687 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #390.

Legacy Advisors first reported a position in K in Q1 2018 and has held it in 7 quarters since. 947 funds tracked by Wall St. Rank hold K as of Q1 2025.

  • Legacy Advisors held 2,687 shares of Kellanova worth $222K as of Q1 2025.
  • Legacy Advisors bought 179 Kellanova shares in Q1 2025, an estimated $14.7K.
  • Kellanova made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #390 holding.
  • Legacy Advisors first reported a position in Kellanova in Q1 2018 and has held it in 7 quarters since.
  • 947 funds tracked by Wall St. Rank held Kellanova as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.