CIAS
K

CBIZ Investment Advisory Services’s Kellanova K Stock Holding History

CBIZ Investment Advisory Services’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
-103
Closed -$8.45K – 785
2025
Q3 		$8.45K Buy
103
+44
+75% +$3.5K ﹤0.01% 374
2025
Q2 		$4.69K Buy
59
+34
+136% +$2.78K ﹤0.01% 439
2025
Q1 		$2.06K Hold
25
– – ﹤0.01% 476
2024
Q4 		$2.02K Buy
+25
New +$2.02K ﹤0.01% 379

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

CBIZ Investment Advisory Services's K Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of Kellanova (K) in Q4 2025, closing a stake of 103 shares — an estimated $8.45K sold.

CBIZ Investment Advisory Services first reported a position in K in Q4 2024 and held it in 4 quarters. The position peaked at $8.45K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 103 Kellanova shares in Q4 2025, an estimated $8.45K.
  • CBIZ Investment Advisory Services first reported a position in Kellanova in Q4 2024 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Kellanova position peaked at $8.45K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.