SPWM
K

Spartan Planning & Wealth Management’s Kellanova K Stock Holding History

Spartan Planning & 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
2022
Q4 		$609K Sell
9,104
-688
-7% -$46.7K 0.76% 18
2022
Q3 		$640K Sell
9,792
-984
-9% -$67.6K 0.84% 15
2022
Q2 		$722K Buy
+10,776
New +$700K 0.96% 12

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Spartan Planning & Wealth Management's K Position: Q4 2022 in Review

Spartan Planning & Wealth Management reduced its Kellanova (K) stake by 7% in Q4 2022, selling an estimated $46.7K and leaving 9,104 shares worth $609K. The position accounts for 0.76% of the portfolio, ranked #18.

Spartan Planning & Wealth Management first reported a position in K in Q2 2022 and has held it in 3 quarters since. The position peaked at $722K in Q2 2022. 920 funds tracked by Wall St. Rank hold K as of Q4 2022.

  • Spartan Planning & Wealth Management held 9,104 shares of Kellanova worth $609K as of Q4 2022.
  • Spartan Planning & Wealth Management sold 688 Kellanova shares in Q4 2022, an estimated $46.7K.
  • Kellanova made up 0.76% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #18 holding.
  • Spartan Planning & Wealth Management first reported a position in Kellanova in Q2 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Kellanova position peaked at $722K in Q2 2022.
  • 920 funds tracked by Wall St. Rank held Kellanova as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.