Nelson Capital Management’s Kellanova K Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-1,508	Closed	-$91K	–	202
2019 Q3	$91K	Hold	1,508	–	–	0.02%	118
2019 Q2	$76K	Hold	1,508	–	–	0.02%	130
2019 Q1	$81K	Buy	1,508 +762	+102%	+$40.7K	0.02%	113
2018 Q4	$40K	Hold	746	–	–	0.01%	145
2018 Q3	$49K	Hold	746	–	–	0.01%	133
2018 Q2	$49K	Hold	746	–	–	0.01%	127
2018 Q1	$46K	Hold	746	–	–	0.01%	136
2017 Q4	$48K	Buy	+746	New	+$44.9K	0.02%	138
2014 Q1	–	Sell	-1,704	Closed	-$98K	–	260
2013 Q4	$98K	Sell	1,704 -1,704	-50%	-$98.1K	0.04%	96
2013 Q3	$188K	Buy	+3,408	New	+$203K	0.09%	71

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nelson Capital Management's K Position: Q4 2019 in Review

Nelson Capital Management sold out of Kellanova (K) in Q4 2019, closing a stake of 1,508 shares — an estimated $91K sold.

Nelson Capital Management first reported a position in K in Q3 2013 and held it in 10 quarters. The position peaked at $188K in Q3 2013. 779 funds tracked by Wall St. Rank hold K as of Q4 2019.

Nelson Capital Management reported no remaining Kellanova position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,508 Kellanova shares in Q4 2019, an estimated $91K.
Nelson Capital Management first reported a position in Kellanova in Q3 2013 and held it in 10 quarters.
Nelson Capital Management's Kellanova position peaked at $188K in Q3 2013.
779 funds tracked by Wall St. Rank held Kellanova as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.