AAS
K

Avantax Advisory Services’s Kellanova K Stock Holding History

Avantax Advisory Services’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
Q2 		$1.15M Sell
14,496
-1,048
-7% -$85.6K 0.01% 1081
2025
Q1 		$1.28M Buy
15,544
+6,186
+66% +$508K 0.01% 962
2024
Q4 		$758K Sell
9,358
-2,443
-21% -$197K ﹤0.01% 1190
2024
Q3 		$952K Sell
11,801
-1,571
-12% -$112K 0.01% 1053
2024
Q2 		$771K Sell
13,372
-974
-7% -$57.5K 0.01% 1122
2024
Q1 		$822K Sell
14,346
-14,377
-50% -$792K 0.01% 829
2023
Q4 		$1.61M Sell
28,723
-10,110
-26% -$528K 0.02% 572
2023
Q3 		$2.17M Sell
38,833
-6,910
-15% -$411K 0.02% 439
2023
Q2 		$2.89M Sell
45,743
-2,523
-5% -$161K 0.03% 360
2023
Q1 		$3.03M Buy
48,266
+4,959
+11% +$313K 0.04% 348
2022
Q4 		$2.9M Sell
43,307
-11,529
-21% -$782K 0.04% 339
2022
Q3 		$3.59M Buy
54,836
+28,722
+110% +$1.97M 0.06% 260
2022
Q2 		$1.75M Buy
26,114
+2,269
+10% +$147K 0.03% 405
2022
Q1 		$1.44M Sell
23,845
-240
-1% -$14.4K 0.02% 450
2021
Q4 		$1.46M Buy
24,085
+5,634
+31% +$333K 0.02% 427
2021
Q3 		$1.11M Buy
18,451
+3,522
+24% +$211K 0.02% 459
2021
Q2 		$906K Buy
14,929
+5,326
+55% +$323K 0.02% 499
2021
Q1 		$572K Buy
9,603
+3,812
+66% +$213K 0.01% 585
2020
Q4 		$339K Sell
5,791
-5,648
-49% -$340K 0.01% 677
2020
Q3 		$698K Buy
11,439
+7,210
+170% +$457K 0.01% 674
2020
Q2 		$264K Sell
4,229
-1,259
-23% -$76.2K 0.01% 692
2020
Q1 		$311K Buy
5,488
+1,676
+44% +$103K 0.01% 559
2019
Q4 		$247K Buy
+3,812
New +$231K 0.01% 705

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Avantax Advisory Services's K Position: Q2 2025 in Review

Avantax Advisory Services reduced its Kellanova (K) stake by 6.7% in Q2 2025, selling an estimated $85.6K and leaving 14,496 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1081.

Avantax Advisory Services first reported a position in K in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.59M in Q3 2022. 922 funds tracked by Wall St. Rank hold K as of Q2 2025.

  • Avantax Advisory Services held 14,496 shares of Kellanova worth $1.15M as of Q2 2025.
  • Avantax Advisory Services sold 1,048 Kellanova shares in Q2 2025, an estimated $85.6K.
  • Kellanova made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1081 holding.
  • Avantax Advisory Services first reported a position in Kellanova in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Kellanova position peaked at $3.59M in Q3 2022.
  • 922 funds tracked by Wall St. Rank held Kellanova as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.