PCS
K

Personal CFO Solutions’s Kellanova K Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-2,458
Closed -$203K – 500
2025
Q1 		$203K Buy
+2,458
New +$202K 0.04% 425
2024
Q3 		– Sell
-6,470
Closed -$373K – 581
2024
Q2 		$373K Buy
6,470
+135
+2% +$7.96K 0.06% 319
2024
Q1 		$363K Buy
6,335
+1,128
+22% +$62.1K 0.06% 348
2023
Q4 		$291K Sell
5,207
-74
-1% -$3.87K 0.05% 382
2023
Q3 		$295K Buy
5,281
+828
+19% +$49.3K 0.06% 323
2023
Q2 		$282K Buy
4,453
+48
+1% +$3.06K 0.06% 345
2023
Q1 		$277K Buy
4,405
+232
+6% +$14.7K 0.06% 333
2022
Q4 		$279K Buy
4,173
+828
+25% +$56.2K 0.06% 322
2022
Q3 		$219K Buy
3,345
+209
+7% +$14.4K 0.06% 342
2022
Q2 		$210K Buy
+3,136
New +$204K 0.05% 382
2019
Q4 		– Sell
-8,400
Closed -$497K – 366
2019
Q3 		$497K Buy
+8,400
New +$480K 0.2% 125

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 $27.4B AUM 24.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Personal CFO Solutions's K Position: Q2 2025 in Review

Personal CFO Solutions sold out of Kellanova (K) in Q2 2025, closing a stake of 2,458 shares — an estimated $203K sold.

Personal CFO Solutions first reported a position in K in Q3 2019 and held it in 11 quarters. The position peaked at $497K in Q3 2019. 921 funds tracked by Wall St. Rank hold K as of Q2 2025.

  • Personal CFO Solutions reported no remaining Kellanova position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 2,458 Kellanova shares in Q2 2025, an estimated $203K.
  • Personal CFO Solutions first reported a position in Kellanova in Q3 2019 and held it in 11 quarters.
  • Personal CFO Solutions's Kellanova position peaked at $497K in Q3 2019.
  • 921 funds tracked by Wall St. Rank held Kellanova as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.