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

WKKFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Lineweaver Wealth Advisors's K Position: Q4 2022 in Review

Lineweaver Wealth Advisors sold out of Kellanova (K) in Q4 2022, closing a stake of 3,712 shares — an estimated $242K sold.

Lineweaver Wealth Advisors first reported a position in K in Q4 2019 and held it in 7 quarters. The position peaked at $493K in Q3 2021. 919 funds tracked by Wall St. Rank hold K as of Q4 2022.

Lineweaver Wealth Advisors reported no remaining Kellanova position as of Q4 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 3,712 Kellanova shares in Q4 2022, an estimated $242K.
Lineweaver Wealth Advisors first reported a position in Kellanova in Q4 2019 and held it in 7 quarters.
Lineweaver Wealth Advisors's Kellanova position peaked at $493K in Q3 2021.
919 funds tracked by Wall St. Rank held Kellanova as of Q4 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.