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Wk Kellogg shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Wk Kellogg (KLG) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Wk Kellogg

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All positions including Wk Kellogg held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wk Kellogg by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2k 169 18.80
2023-12-31 $2.2k 169 13.14

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding Wk Kellogg

W.K. Kellogg Foundation Trust
BlackRock
Vanguard Group
Massachusetts Financial Services
Millennium Management
Beutel, Goodman & Company
Bank of New York Mellon
Hrt Financial
Charles Schwab Investment Management
London & Capital Asset Management
D. E. Shaw & Co
Private Management Group
Thompson, Siegel, & Walmsley
Citadel Advisors
Jupiter Asset Management

View all funds holding Wk Kellogg