Mowery & Schoenfeld Wealth Management, LLC K β€” KELLANOVA

Ownership history in Mowery & Schoenfeld Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Mowery & Schoenfeld Wealth Management, LLC reported KELLANOVA (K) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows K at 0.01% 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.

What this K ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mowery & Schoenfeld Wealth Management, LLC's position in KELLANOVA, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 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 Mowery & Schoenfeld Wealth Management, LLC held K β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 44 β€” 0% 0.01% $4K 2025-10-27 β€”
2025 Q2 UNCHANGED β€” β€” β€” 44 β€” 0% 0.01% $4K 2025-07-28 β€”
2025 Q1 REDUCED β€” β€” β€” 44 -6 -12.0% 0.01% $4K 2025-05-05 β€”
2024 Q4 INITIATED β€” β€” β€” 50 β€” β€” 0.01% $4K 2025-02-10 β€”

FAQ About Mowery & Schoenfeld Wealth Management, LLC and K

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

How long has Mowery & Schoenfeld Wealth Management, LLC reported owning K?

Mowery & Schoenfeld Wealth Management, LLC reported K across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported K position in Mowery & Schoenfeld Wealth Management, LLC's portfolio?

The largest reported portfolio weight for K was 0.01% in 2024 Q4.

What is the latest reported K position on this page?

The most recent filing on this page is 2025 Q3, when Mowery & Schoenfeld Wealth Management, LLC reported 44 shares, equal to 0.01% of portfolio, with an estimated market value of $4K.

What does the chart on this K ownership page compare?

The chart compares Mowery & Schoenfeld Wealth Management, LLC'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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