AWM
K

AE Wealth Management’s Kellanova K Stock Holding History

AE 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
Q4 		– Sell
-8,639
Closed -$709K – 2512
2025
Q3 		$709K Buy
8,639
+1,419
+20% +$113K ﹤0.01% 845
2025
Q2 		$574K Buy
7,220
+976
+16% +$79.8K ﹤0.01% 881
2025
Q1 		$515K Sell
6,244
-360
-5% -$29.6K ﹤0.01% 915
2024
Q4 		$535K Buy
6,604
+570
+9% +$46K ﹤0.01% 884
2024
Q3 		$487K Sell
6,034
-350
-5% -$24.9K ﹤0.01% 894
2024
Q2 		$368K Buy
+6,384
New +$377K ﹤0.01% 971
2024
Q1 		– Sell
-8,255
Closed -$452K – 1605
2023
Q4 		$452K Sell
8,255
-38,995
-83% -$2.04M ﹤0.01% 1500
2023
Q3 		$2.64M Buy
47,250
+25,210
+114% +$1.5M 0.02% 753
2023
Q2 		$1.39M Sell
22,040
-763
-3% -$48.7K 0.01% 959
2023
Q1 		$1.43M Buy
22,803
+1,996
+10% +$126K 0.01% 914
2022
Q4 		$1.39M Buy
20,807
+387
+2% +$26.3K 0.01% 869
2022
Q3 		$1.34M Buy
20,420
+2,411
+13% +$166K 0.01% 833
2022
Q2 		$1.21M Sell
18,009
-22,681
-56% -$1.47M 0.01% 828
2022
Q1 		$2.46M Buy
40,690
+2,167
+6% +$130K 0.02% 646
2021
Q4 		$2.33M Buy
38,523
+26,064
+209% +$1.54M 0.02% 652
2021
Q3 		$748K Buy
12,459
+35
+0.3% +$2.1K 0.01% 974
2021
Q2 		$750K Buy
12,424
+585
+5% +$35.5K 0.01% 949
2021
Q1 		$704K Sell
11,839
-3,389
-22% -$190K 0.01% 888
2020
Q4 		$890K Buy
15,228
+11,132
+272% +$669K 0.01% 748
2020
Q3 		$248K Sell
4,096
-308
-7% -$19.5K ﹤0.01% 1106
2020
Q2 		$273K Sell
4,404
-4,790
-52% -$290K ﹤0.01% 1055
2020
Q1 		$518K Buy
9,194
+5,114
+125% +$314K 0.01% 671
2019
Q4 		$265K Buy
+4,080
New +$247K 0.01% 952

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BPMC
Buckland Partners Management Co Harrison, New York $165M AUM
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AE Wealth Management's K Position: Q4 2025 in Review

AE Wealth Management sold out of Kellanova (K) in Q4 2025, closing a stake of 8,639 shares — an estimated $709K sold.

AE Wealth Management first reported a position in K in Q4 2019 and held it in 23 quarters. The position peaked at $2.64M in Q3 2023. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • AE Wealth Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 8,639 Kellanova shares in Q4 2025, an estimated $709K.
  • AE Wealth Management first reported a position in Kellanova in Q4 2019 and held it in 23 quarters.
  • AE Wealth Management's Kellanova position peaked at $2.64M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.