Lineweaver Wealth Advisors’s Kellanova K Stock Holding History

Lineweaver Wealth 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
2022 Q4	–	Sell	-3,712	Closed	-$242K	–	129
2022 Q3	$242K	Buy	3,712 +25	+0.7%	+$1.72K	0.08%	115
2022 Q2	$246K	Buy	3,687 +14	+0.4%	+$910	0.08%	114
2022 Q1	$222K	Sell	3,673 -3,525	-49%	-$212K	0.06%	130
2021 Q4	$435K	Sell	7,198 -1,016	-12%	-$60K	0.13%	90
2021 Q3	$493K	Buy	+8,214	New	+$492K	0.15%	78
2020 Q3	–	Sell	-3,490	Closed	-$216K	–	88
2020 Q2	$216K	Buy	+3,490	New	+$211K	0.11%	76
2020 Q1	–	Sell	-3,490	Closed	-$226K	–	72
2019 Q4	$226K	Buy	+3,490	New	+$211K	0.13%	59

Other funds holding K

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

KeyBank National Association

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return