Carson Wealth (CWM LLC)
K

Carson Wealth (CWM LLC)’s Kellanova K Stock Holding History

Carson Wealth (CWM 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
-20,649
Closed -$1.69M – 5506
2025
Q3 		$1.69M Buy
20,649
+6,361
+45% +$506K 0.01% 1163
2025
Q2 		$1.14M Buy
14,288
+511
+4% +$41.8K ﹤0.01% 1183
2025
Q1 		$1.14M Buy
13,777
+386
+3% +$31.7K ﹤0.01% 1062
2024
Q4 		$1.08M Buy
13,391
+965
+8% +$78K ﹤0.01% 1037
2024
Q3 		$1M Buy
12,426
+2,140
+21% +$152K ﹤0.01% 1030
2024
Q2 		$593K Buy
10,286
+2,010
+24% +$119K ﹤0.01% 1123
2024
Q1 		$474K Sell
8,276
-191
-2% -$10.5K ﹤0.01% 1164
2023
Q4 		$473K Sell
8,467
-3,832
-31% -$200K ﹤0.01% 1085
2023
Q3 		$688K Buy
12,299
+6,050
+97% +$360K ﹤0.01% 878
2023
Q2 		$396K Buy
6,249
+728
+13% +$46.4K ﹤0.01% 1013
2023
Q1 		$347K Sell
5,521
-721
-12% -$45.5K ﹤0.01% 1012
2022
Q4 		$418K Buy
6,242
+1,061
+20% +$72K ﹤0.01% 868
2022
Q3 		$339K Sell
5,181
-671
-11% -$46.1K ﹤0.01% 866
2022
Q2 		$392K Buy
5,852
+1,987
+51% +$129K ﹤0.01% 807
2022
Q1 		$234K Buy
3,865
+492
+15% +$29.6K ﹤0.01% 976
2021
Q4 		$204K Buy
+3,373
New +$199K ﹤0.01% 1010
2021
Q2 		$266K Hold
4,395
– – ﹤0.01% 813
2021
Q1 		$266K Hold
4,395
– – ﹤0.01% 813
2020
Q4 		$266K Hold
4,395
– – ﹤0.01% 813
2020
Q3 		$266K Hold
4,395
– – ﹤0.01% 813
2020
Q2 		$266K Hold
4,395
– – ﹤0.01% 813
2020
Q1 		$266K Hold
4,395
– – ﹤0.01% 813
2019
Q4 		$266K Hold
4,395
– – ﹤0.01% 813
2019
Q3 		$266K Hold
4,395
– – ﹤0.01% 813
2019
Q2 		$266K Hold
4,395
– – ﹤0.01% 813
2019
Q1 		$266K Sell
4,395
-435,538
-99% -$23.3M ﹤0.01% 813
2018
Q4 		$23.6M Buy
439,933
+113,531
+35% +$6.85M 0.59% 37
2018
Q3 		$21.5M Sell
326,402
-9,865
-3% -$665K 0.55% 48
2018
Q2 		$22.1M Sell
336,267
-20,932
-6% -$1.25M 0.73% 38
2018
Q1 		$21.8M Buy
357,199
+354,803
+14,808% +$22.4M 0.87% 34
2017
Q4 		$153K Hold
2,396
– – 0.01% 375
2017
Q3 		$140K Sell
2,396
-99
-4% -$6.25K 0.01% 369
2017
Q2 		$163K Buy
2,495
+124
+5% +$8.34K 0.01% 327
2017
Q1 		$162K Hold
2,371
– – 0.01% 313
2016
Q4 		$164K Buy
2,371
+72
+3% +$5.01K 0.01% 286
2016
Q3 		$167K Sell
2,299
-107
-4% -$8.19K 0.01% 280
2016
Q2 		$184K Sell
2,406
-106
-4% -$7.61K 0.01% 249
2016
Q1 		$181K Sell
2,512
-213
-8% -$14.7K 0.02% 237
2015
Q4 		$185K Hold
2,725
– – 0.02% 231
2015
Q3 		$170K Buy
+2,725
New +$170K 0.02% 219
2014
Q1 		– Sell
-3,233
Closed -$185K – 324
2013
Q4 		$185K Hold
3,233
– – 0.03% 163
2013
Q3 		$178K Buy
+3,233
New +$193K 0.05% 137

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $204M AUM
TIM
Tevis Investment Management Plano, Texas $183M AUM 20.16% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s K Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Kellanova (K) in Q4 2025, closing a stake of 20,649 shares — an estimated $1.69M sold.

Carson Wealth (CWM LLC) first reported a position in K in Q3 2013 and held it in 42 quarters. The position peaked at $23.6M in Q4 2018. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20,649 Kellanova shares in Q4 2025, an estimated $1.69M.
  • Carson Wealth (CWM LLC) first reported a position in Kellanova in Q3 2013 and held it in 42 quarters.
  • Carson Wealth (CWM LLC)'s Kellanova position peaked at $23.6M in Q4 2018.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.