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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
2024-09-30 $2.9k 169 17.11
2024-06-30 $2.8k 169 16.55
2024-03-31 $3.2k 169 18.80
2023-12-31 $2.2k 169 13.14

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

View all positions for Morton Brown Family Wealth

Top funds holding Wk Kellogg

W.K. Kellogg Foundation Trust
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
Invesco

View all funds holding Wk Kellogg