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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001197921
Total reported value
—
$4.3B
2 檔
100.0%
As reported in its official Q3 2024 Form 13F filing, Kellogg W K Foundation Trust's tracked investment portfolio stood at $4.3B with 2 total positions.
In Q3 2024, Kellogg W K Foundation Trust adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KEL | Kellanova | Stock-Other | 94.60% | — | -2.11% | |
| 2 | KLG | Wk Kellogg Co | Stock-Other | 5.40% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KEL | Kellanova | +1.6% | -2.11% | Trim |
| 2 | KLG | Wk Kellogg Co | -1.6% | — | Unchanged |
According to official SEC Form 13F filings, Kellogg W K Foundation Trust reported a total U.S. public equity portfolio value of $4.3B across 2 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KEL, KLG) accounted for 100.0% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
KEL
前期市值: $3.0B
During Q3 2024, Kellogg W K Foundation Trust's top holdings by market value included KEL (94.6%)、KLG (5.4%). The largest single position, KEL, represented 94.6% of total portfolio value.
In Q3 2024, Kellogg W K Foundation Trust made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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