David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Kellogg Co (K)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 3.22 SEC
2022   Q1 371,665 3.22 Add 9.24% 0.27 $64.49 $23,969,000 SEC
2021   Q4 340,234 2.85 Reduce 7.26% 0.24 $64.42 $21,918,000 SEC
2021   Q3 366,858 3.30 Add 0.88% 0.03 $63.92 $23,450,000 SEC
2021   Q2 363,662 3.36 Reduce 0.18% <0.01 $64.33 $23,394,000 SEC
2021   Q1 364,330 3.44 Add 8.20% 0.26 $63.30 $23,062,000 SEC
2020   Q4 336,704 3.53 Add 4.49% 0.15 $62.23 $20,953,000 SEC
2020   Q3 322,223 4.05 Reduce 3.81% 0.16 $64.59 $20,812,000 SEC
2020   Q2 334,975 4.24 Add 2.90% 0.12 $66.06 $22,128,000 SEC
2020   Q1 325,539 4.44 Add 72.05% 1.86 $59.99 $19,529,000 SEC
2019   Q4 189,214 2.14 Add 10.47% 0.20 $69.16 $13,086,000 SEC
2019   Q3 171,274 1.96 Add 178.29% 1.26 $64.35 $11,021,000 SEC
2019   Q2 61,546 0.59 Buy 0.59 $53.57 $3,297,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.13 SEC
2014   Q3 18,722 0.13 Add 2.72% <0.01 $61.59 $1,153,000 SEC
2014   Q2 18,226 0.14 Reduce 86.37% 0.86 $65.68 $1,197,000 SEC
2014   Q1 133,726 1.00 Reduce 19.40% 0.24 $62.71 $8,386,000 SEC
2013   Q4 165,915 1.23 Add 14.81% 0.16 $61.07 $10,132,000 SEC
2013   Q3 144,510 1.15 Add 1.62% 0.02 $58.73 $8,487,000 SEC
2013   Q2 142,206 1.28 Add 3.61% 0.04 $64.23 $9,134,000 SEC
2013   Q1 137,250 1.31 Add 3.41% 0.04 $64.43 $8,843,000 SEC
2012   Q4 132,720 1.22 Add 5.70% 0.07 $55.85 $7,412,000 SEC
2012   Q3 125,565 0.97 Add 953.84% 0.88 $51.66 $6,487,000 SEC
2012   Q2 11,915 0.08 Add 8.96% <0.01 $49.35 $588,000 SEC
2012   Q1 10,935 0.08 Add 21.97% 0.01 $53.59 $586,000 SEC
2011   Q4 8,965 0.06 Add 14.13% <0.01 $50.53 $453,000 SEC
2011   Q3 7,855 0.06 Add 14.17% <0.01 $53.21 $418,000 SEC
2011   Q2 6,880 0.04 Add 29.44% <0.01 $55.38 $381,000 SEC
2011   Q1 5,315 0.03 Buy 0.03 $54.00 $287,000 SEC