AWM
K

Accredited Wealth Management’s Kellanova K Stock Holding History

Accredited Wealth Management’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$22.8K Buy
456
+5
+1% +$398 0.02% 194
2025
Q2 		$35.9K Buy
451
+2
+0.4% +$163 0.03% 157
2025
Q1 		$37K Buy
449
+2
+0.4% +$164 0.03% 141
2024
Q4 		$36.2K Buy
+447
New +$36.1K 0.03% 159

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accredited Wealth Management's K Position: Q3 2025 in Review

Accredited Wealth Management increased its Kellanova (K) stake by 1.1% in Q3 2025, buying an estimated $398 and bringing the position to 456 shares worth $22.8K. The position accounts for 0.02% of the portfolio, ranked #194.

Accredited Wealth Management first reported a position in K in Q4 2024 and has held it in 4 quarters since. The position peaked at $37K in Q1 2025. 894 funds tracked by Wall St. Rank hold K as of Q3 2025.

  • Accredited Wealth Management held 456 shares of Kellanova worth $22.8K as of Q3 2025.
  • Accredited Wealth Management bought 5 Kellanova shares in Q3 2025, an estimated $398.
  • Kellanova made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #194 holding.
  • Accredited Wealth Management first reported a position in Kellanova in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Kellanova position peaked at $37K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Kellanova as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.