Partnership Wealth Management »

Wk Kellogg shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management investment in Wk Kellogg

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wk Kellogg by Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 1.6k 17.11
2024-06-30 $26k 1.6k 16.46
2024-03-31 $30k 1.6k 18.80
2023-12-31 $21k 1.6k 12.99

More positions owned by Partnership Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Pepsico Stock (PEP)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership 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