Ritholtz Wealth Management’s Kellanova K Stock Holding History

Ritholtz 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
2023 Q4	–	Sell	-11,347	Closed	-$634K	–	776
2023 Q3	$634K	Buy	+11,347	New	+$675K	0.03%	402

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ritholtz Wealth Management's K Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of Kellanova (K) in Q4 2023, closing a stake of 11,347 shares — an estimated $634K sold.

Ritholtz Wealth Management first reported a position in K in Q3 2023 and held it in 1 quarter. The position peaked at $634K in Q3 2023. 862 funds tracked by Wall St. Rank hold K as of Q4 2023.

Ritholtz Wealth Management reported no remaining Kellanova position as of Q4 2023 after selling out during the quarter.
Ritholtz Wealth Management sold 11,347 Kellanova shares in Q4 2023, an estimated $634K.
Ritholtz Wealth Management first reported a position in Kellanova in Q3 2023 and held it in 1 quarter.
Ritholtz Wealth Management's Kellanova position peaked at $634K in Q3 2023.
862 funds tracked by Wall St. Rank held Kellanova as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.