World Equity Group’s Kellanova K Stock Holding History

World Equity Group’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 Q2	–	Sell	-2,963	Closed	-$363K	–	438
2023 Q1	$363K	Buy	+2,963	New	+$187K	0.05%	330

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 $27.4B AUM 24.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

BGC

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

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

World Equity Group's K Position: Q2 2023 in Review

World Equity Group sold out of Kellanova (K) in Q2 2023, closing a stake of 2,963 shares — an estimated $363K sold.

World Equity Group first reported a position in K in Q1 2023 and held it in 1 quarter. The position peaked at $363K in Q1 2023. 903 funds tracked by Wall St. Rank hold K as of Q2 2023.

World Equity Group reported no remaining Kellanova position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 2,963 Kellanova shares in Q2 2023, an estimated $363K.
World Equity Group first reported a position in Kellanova in Q1 2023 and held it in 1 quarter.
World Equity Group's Kellanova position peaked at $363K in Q1 2023.
903 funds tracked by Wall St. Rank held Kellanova as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.