Unique Wealth Strategies’s Kellanova K Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-10	Closed	-$573	–	448
2024 Q2	$573	Buy	+10	New	+$590	﹤0.01%	597

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

PCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UOC

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

Unique Wealth Strategies's K Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Kellanova (K) in Q3 2024, closing a stake of 10 shares — an estimated $573 sold.

Unique Wealth Strategies first reported a position in K in Q2 2024 and held it in 1 quarter. The position peaked at $573 in Q2 2024. 918 funds tracked by Wall St. Rank hold K as of Q3 2024.

Unique Wealth Strategies reported no remaining Kellanova position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 10 Kellanova shares in Q3 2024, an estimated $573.
Unique Wealth Strategies first reported a position in Kellanova in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Kellanova position peaked at $573 in Q2 2024.
918 funds tracked by Wall St. Rank held Kellanova as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.