AWE
K

Avidian Wealth Enterprises’s Kellanova K Stock Holding History

Avidian Wealth Enterprises’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
-7,357
Closed -$603K – 591
2025
Q3 		$603K Sell
7,357
-13
-0.2% -$1.03K 0.02% 331
2025
Q2 		$586K Sell
7,370
-17
-0.2% -$1.39K 0.02% 297
2025
Q1 		$609K Sell
7,387
-108
-1% -$8.87K 0.03% 273
2024
Q4 		$607K Sell
7,495
-54
-0.7% -$4.36K 0.03% 258
2024
Q3 		$609K Sell
7,549
-88
-1% -$6.26K 0.03% 263
2024
Q2 		$440K Sell
7,637
-23
-0.3% -$1.36K 0.02% 317
2024
Q1 		$439K Sell
7,660
-2,765
-27% -$152K 0.02% 286
2023
Q4 		$583K Sell
10,425
-12,607
-55% -$659K 0.04% 238
2023
Q3 		$1.29M Buy
23,032
+10,477
+83% +$623K 0.09% 139
2023
Q2 		$795K Sell
12,555
-335
-3% -$21.4K 0.05% 214
2023
Q1 		$810K Buy
12,890
+342
+3% +$21.6K 0.04% 232
2022
Q4 		$839K Buy
12,548
+518
+4% +$35.2K 0.05% 201
2022
Q3 		$787K Buy
12,030
+37
+0.3% +$2.54K 0.06% 175
2022
Q2 		$803K Buy
11,993
+301
+3% +$19.6K 0.06% 193
2022
Q1 		$708K Buy
11,692
+353
+3% +$21.2K 0.04% 241
2021
Q4 		$686K Buy
11,339
+106
+0.9% +$6.26K 0.04% 245
2021
Q3 		$674K Buy
11,233
+512
+5% +$30.7K 0.05% 175
2021
Q2 		$648K Buy
10,721
+86
+0.8% +$5.22K 0.05% 178
2021
Q1 		$632K Sell
10,635
-894
-8% -$50K 0.05% 174
2020
Q4 		$674K Buy
11,529
+728
+7% +$43.8K 0.06% 147
2020
Q3 		$655K Buy
10,801
+3,294
+44% +$209K 0.07% 132
2020
Q2 		$466K Buy
7,507
+1,761
+31% +$107K 0.06% 142
2020
Q1 		$324K Sell
5,746
-15
-0.3% -$920 0.05% 140
2019
Q4 		$374K Buy
5,761
+94
+2% +$5.7K 0.05% 149
2019
Q3 		$342K Buy
5,667
+554
+11% +$31.7K 0.06% 135
2019
Q2 		$257K Buy
5,113
+1,179
+30% +$62.6K 0.06% 125
2019
Q1 		$212K Buy
+3,934
New +$210K 0.05% 123

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

Avidian Wealth Enterprises's K Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of Kellanova (K) in Q4 2025, closing a stake of 7,357 shares — an estimated $603K sold.

Avidian Wealth Enterprises first reported a position in K in Q1 2019 and held it in 27 quarters. The position peaked at $1.29M in Q3 2023. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Avidian Wealth Enterprises reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,357 Kellanova shares in Q4 2025, an estimated $603K.
  • Avidian Wealth Enterprises first reported a position in Kellanova in Q1 2019 and held it in 27 quarters.
  • Avidian Wealth Enterprises's Kellanova position peaked at $1.29M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.