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Wk Kellogg shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Wk Kellogg (KLG) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Wk Kellogg

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All positions including Wk Kellogg held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wk Kellogg by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9k 401 17.11
2024-06-30 $6.6k 401 16.46

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Wk Kellogg

W.K. Kellogg Foundation Trust
BlackRock
BlackRock
Vanguard Group
Keybank National Association
State Street Corporation
Credit Agricole
D. E. Shaw & Co
Capital Research and Management Company - Division 3
Captrust Financial Advisors
Geode Capital Management
American Century Companies
Jacobs Levy Equity Management
Charles Schwab Investment Management
Massachusetts Financial Services

View all funds holding Wk Kellogg