MFM
K

MD Financial Management’s Kellanova K Stock Holding History

MD Financial Management’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
2021
Q4 		$2.1M Sell
34,773
-590
-2% -$34.8K 0.05% 200
2021
Q3 		$2.12M Buy
35,363
+1,019
+3% +$61.1K 0.05% 169
2021
Q2 		$2.08M Buy
+34,344
New +$2.09M 0.06% 180

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MD Financial Management's K Position: Q4 2021 in Review

MD Financial Management reduced its Kellanova (K) stake by 1.7% in Q4 2021, selling an estimated $34.8K and leaving 34,773 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #200.

MD Financial Management first reported a position in K in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.12M in Q3 2021. 879 funds tracked by Wall St. Rank hold K as of Q4 2021.

  • MD Financial Management held 34,773 shares of Kellanova worth $2.1M as of Q4 2021.
  • MD Financial Management sold 590 Kellanova shares in Q4 2021, an estimated $34.8K.
  • Kellanova made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #200 holding.
  • MD Financial Management first reported a position in Kellanova in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Kellanova position peaked at $2.12M in Q3 2021.
  • 879 funds tracked by Wall St. Rank held Kellanova as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.