MWM
K

Moran Wealth Management’s Kellanova K Stock Holding History

Moran Wealth 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
2024
Q1 		– Sell
-92,715
Closed -$5.18M – 434
2023
Q4 		$5.18M Sell
92,715
-112,357
-55% -$5.87M 0.18% 156
2023
Q3 		$11.5M Buy
205,072
+2,703
+1% +$161K 0.44% 83
2023
Q2 		$12.8M Sell
202,369
-1,295
-0.6% -$82.6K 0.48% 75
2023
Q1 		$12.8M Buy
203,664
+7,203
+4% +$455K 0.48% 80
2022
Q4 		$13.1M Buy
+196,461
New +$13.3M 0.5% 68

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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moran Wealth Management's K Position: Q1 2024 in Review

Moran Wealth Management sold out of Kellanova (K) in Q1 2024, closing a stake of 92,715 shares — an estimated $5.18M sold.

Moran Wealth Management first reported a position in K in Q4 2022 and held it in 5 quarters. The position peaked at $13.1M in Q4 2022. 839 funds tracked by Wall St. Rank hold K as of Q1 2024.

  • Moran Wealth Management reported no remaining Kellanova position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 92,715 Kellanova shares in Q1 2024, an estimated $5.18M.
  • Moran Wealth Management first reported a position in Kellanova in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's Kellanova position peaked at $13.1M in Q4 2022.
  • 839 funds tracked by Wall St. Rank held Kellanova as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.