BWL
K

Bogart Wealth LLC’s Kellanova K Stock Holding History

Bogart Wealth LLC’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
-64
Closed -$5.29K – 1639
2025
Q3 		$5.29K Buy
64
+11
+21% +$875 ﹤0.01% 969
2025
Q2 		$4.24K Buy
53
+14
+36% +$1.14K ﹤0.01% 974
2025
Q1 		$3.22K Sell
39
-26
-40% -$2.13K ﹤0.01% 995
2024
Q4 		$5.25K Hold
65
– – ﹤0.01% 871
2024
Q3 		$5.22K Buy
65
+27
+71% +$1.92K ﹤0.01% 820
2024
Q2 		$2.22K Hold
38
– – ﹤0.01% 918
2024
Q1 		$2.19K Hold
38
– – ﹤0.01% 895
2023
Q4 		$2.12K Sell
38
-535
-93% -$28K ﹤0.01% 890
2023
Q3 		$32K Buy
573
+1
+0.2% +$59 ﹤0.01% 408
2023
Q2 		$36.2K Hold
572
– – ﹤0.01% 381
2023
Q1 		$36K Hold
572
– – ﹤0.01% 377
2022
Q4 		$38.3K Buy
572
+11
+2% +$747 ﹤0.01% 333
2022
Q3 		$37K Hold
561
– – ﹤0.01% 341
2022
Q2 		$38K Buy
561
+533
+1,904% +$34.6K ﹤0.01% 324
2022
Q1 		$2K Hold
28
– – ﹤0.01% 682
2021
Q4 		$2K Hold
28
– – ﹤0.01% 656
2021
Q3 		$2K Buy
28
+1
+4% +$60 ﹤0.01% 636
2021
Q2 		$2K Hold
27
– – ﹤0.01% 597
2021
Q1 		$2K Buy
+27
New +$1.51K ﹤0.01% 552

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

Bogart Wealth LLC's K Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Kellanova (K) in Q4 2025, closing a stake of 64 shares — an estimated $5.29K sold.

Bogart Wealth LLC first reported a position in K in Q1 2021 and held it in 19 quarters. The position peaked at $38.3K in Q4 2022. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 64 Kellanova shares in Q4 2025, an estimated $5.29K.
  • Bogart Wealth LLC first reported a position in Kellanova in Q1 2021 and held it in 19 quarters.
  • Bogart Wealth LLC's Kellanova position peaked at $38.3K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.