Capstone Wealth Management Group (Oregon)’s Kellanova K Stock Holding History

Capstone Wealth Management Group (Oregon)’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	-2,941	Closed	-$241K	–	132
2025 Q3	$241K	Sell	2,941 -460	-14%	-$36.6K	0.15%	106
2025 Q2	$270K	Hold	3,401	–	–	0.2%	82
2025 Q1	$281K	Sell	3,401 -204	-6%	-$16.7K	0.22%	73
2024 Q4	$292K	Buy	+3,605	New	+$291K	0.22%	78

Other funds holding K

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Capstone Wealth Management Group (Oregon)'s K Position: Q4 2025 in Review

Capstone Wealth Management Group (Oregon) sold out of Kellanova (K) in Q4 2025, closing a stake of 2,941 shares — an estimated $241K sold.

Capstone Wealth Management Group (Oregon) first reported a position in K in Q4 2024 and held it in 4 quarters. The position peaked at $292K in Q4 2024. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

Capstone Wealth Management Group (Oregon) reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 2,941 Kellanova shares in Q4 2025, an estimated $241K.
Capstone Wealth Management Group (Oregon) first reported a position in Kellanova in Q4 2024 and held it in 4 quarters.
Capstone Wealth Management Group (Oregon)'s Kellanova position peaked at $292K in Q4 2024.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q4 2025, filed 9 Jan 2026.