MERCER GLOBAL ADVISORS INC /ADV K KELLOGG CO COM

Ownership history in MERCER GLOBAL ADVISORS INC /ADV  ·  24 quarters on record

AI Ownership Summary

MERCER GLOBAL ADVISORS INC /ADV reported KELLOGG CO COM (K) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows K at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this K ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERCER GLOBAL ADVISORS INC /ADV's position in KELLOGG CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

K was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MERCER GLOBAL ADVISORS INC /ADV held K — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 287,072 +266,031 +1264.3% 0.04% $23.5M 2025-11-14 (Est.)
2025 Q2 REDUCED 21,041 -1,527 -6.8% 0.00% $1.7M 2025-08-14
2025 Q1 REDUCED 22,568 -3,818 -14.5% 0.00% $1.9M 2025-05-15
2024 Q4 REDUCED 26,386 -2,893 -9.9% 0.01% $2.1M 2025-02-14
2024 Q3 ADDED 29,279 +6,353 +27.7% 0.01% $2.4M 2024-11-14
2024 Q2 REDUCED 22,926 -3,132 -12.0% 0.00% $1.3M 2024-08-12
2024 Q1 ADDED 26,058 +890 +3.5% 0.00% $1.5M 2024-05-15
2023 Q4 REDUCED 25,168 -7,196 -22.2% 0.00% $1.4M 2024-02-15
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MERCER GLOBAL ADVISORS INC /ADV and K

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERCER GLOBAL ADVISORS INC /ADV reported owning K?

MERCER GLOBAL ADVISORS INC /ADV reported K across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported K position in MERCER GLOBAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for K was 0.04% in 2025 Q3.

What is the latest reported K position on this page?

The most recent filing on this page is 2025 Q3, when MERCER GLOBAL ADVISORS INC /ADV reported 287,072 shares, equal to 0.04% of portfolio, with an estimated market value of $23.5M.

What does the chart on this K ownership page compare?

The chart compares MERCER GLOBAL ADVISORS INC /ADV's quarterly K portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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