TSWM
K

Tyler-Stone Wealth Management’s Kellanova K Stock Holding History

Tyler-Stone 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
-707
Closed -$40K – 973
2023
Q3 		$40K Hold
707
– – 0.02% 370
2023
Q2 		$45K Buy
+707
New +$45.1K 0.03% 355
2022
Q4 		$47K Hold
707
– – 0.03% 332
2022
Q3 		$46K Hold
707
– – 0.04% 310
2022
Q2 		$47K Hold
707
– – 0.03% 327
2022
Q1 		$43K Hold
707
– – 0.02% 356
2021
Q4 		$43K Buy
+707
New +$41.7K 0.02% 380

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 $30.4B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 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

Tyler-Stone Wealth Management's K Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of Kellanova (K) in Q4 2023, closing a stake of 707 shares — an estimated $40K sold.

Tyler-Stone Wealth Management first reported a position in K in Q4 2021 and held it in 7 quarters. The position peaked at $47K in Q4 2022. 862 funds tracked by Wall St. Rank hold K as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining Kellanova position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 707 Kellanova shares in Q4 2023, an estimated $40K.
  • Tyler-Stone Wealth Management first reported a position in Kellanova in Q4 2021 and held it in 7 quarters.
  • Tyler-Stone Wealth Management's Kellanova position peaked at $47K in Q4 2022.
  • 862 funds tracked by Wall St. Rank held Kellanova as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.