New Wave Wealth Advisors’s Kellanova K Stock Holding History

New Wave 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
2025 Q1	–	Sell	-687	Closed	-$55.6K	–	411
2024 Q4	$55.6K	Buy	+687	New	+$55.5K	0.02%	219

Other funds holding K

WKKFT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

New Wave Wealth Advisors's K Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Kellanova (K) in Q1 2025, closing a stake of 687 shares — an estimated $55.6K sold.

New Wave Wealth Advisors first reported a position in K in Q4 2024 and held it in 1 quarter. The position peaked at $55.6K in Q4 2024. 945 funds tracked by Wall St. Rank hold K as of Q1 2025.

New Wave Wealth Advisors reported no remaining Kellanova position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 687 Kellanova shares in Q1 2025, an estimated $55.6K.
New Wave Wealth Advisors first reported a position in Kellanova in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Kellanova position peaked at $55.6K in Q4 2024.
945 funds tracked by Wall St. Rank held Kellanova as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.