MIA
K

Milestone Investment Advisors’s Kellanova K Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-4,496
Closed -$251K – 281
2023
Q3 		$251K Buy
+4,496
New +$267K 0.07% 90
2023
Q2 		– Sell
-4,496
Closed -$283K – 278
2023
Q1 		$283K Buy
+4,496
New +$284K 0.09% 82

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 $5.72T AUM 30.48% 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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Milestone Investment Advisors's K Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Kellanova (K) in Q4 2023, closing a stake of 4,496 shares — an estimated $251K sold.

Milestone Investment Advisors first reported a position in K in Q1 2023 and held it in 2 quarters. The position peaked at $283K in Q1 2023. 862 funds tracked by Wall St. Rank hold K as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Kellanova position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 4,496 Kellanova shares in Q4 2023, an estimated $251K.
  • Milestone Investment Advisors first reported a position in Kellanova in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Kellanova position peaked at $283K in Q1 2023.
  • 862 funds tracked by Wall St. Rank held Kellanova as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.