BWP
K

BSW Wealth Partners’s Kellanova K Stock Holding History

BSW Wealth Partners’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 		– Sell
-2,847
Closed -$226K – 343
2025
Q2 		$226K Sell
2,847
-122
-4% -$9.97K 0.03% 290
2025
Q1 		$245K Sell
2,969
-306
-9% -$25.1K 0.04% 261
2024
Q4 		$265K Sell
3,275
-29
-0.9% -$2.34K 0.04% 252
2024
Q3 		$267K Buy
+3,304
New +$235K 0.04% 246

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

BSW Wealth Partners's K Position: Q3 2025 in Review

BSW Wealth Partners sold out of Kellanova (K) in Q3 2025, closing a stake of 2,847 shares — an estimated $226K sold.

BSW Wealth Partners first reported a position in K in Q3 2024 and held it in 4 quarters. The position peaked at $267K in Q3 2024. 894 funds tracked by Wall St. Rank hold K as of Q3 2025.

  • BSW Wealth Partners reported no remaining Kellanova position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 2,847 Kellanova shares in Q3 2025, an estimated $226K.
  • BSW Wealth Partners first reported a position in Kellanova in Q3 2024 and held it in 4 quarters.
  • BSW Wealth Partners's Kellanova position peaked at $267K in Q3 2024.
  • 894 funds tracked by Wall St. Rank held Kellanova as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.