Center for Financial Planning’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-390
| Closed | -$32K | – | 721 |
|
|
2025
Q3 | $32K | Sell |
390
-10
| -3% | -$795 | ﹤0.01% | 365 |
|
|
2025
Q2 | $31.8K | Hold |
400
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $33K | Hold |
400
| – | – | ﹤0.01% | 331 |
|
|
2024
Q4 | $32.4K | Hold |
400
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $32.3K | Hold |
400
| – | – | ﹤0.01% | 293 |
|
|
2024
Q2 | $23.1K | Hold |
400
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $22.9K | Hold |
400
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $22.4K | Sell |
400
-26
| -6% | -$1.36K | ﹤0.01% | 300 |
|
|
2023
Q3 | $23.8K | Hold |
426
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $27K | Sell |
426
-107
| -20% | -$6.82K | 0.01% | 298 |
|
|
2023
Q1 | $33.5K | Hold |
533
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $35.6K | Hold |
533
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $35K | Buy |
533
+213
| +67% | +$14.6K | 0.01% | 240 |
|
|
2022
Q2 | $21K | Sell |
320
-319
| -50% | -$20.7K | 0.01% | 291 |
|
|
2022
Q1 | $39K | Hold |
639
| – | – | 0.01% | 253 |
|
|
2021
Q4 | $39K | Hold |
639
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $38K | Hold |
639
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $39K | Hold |
639
| – | – | 0.01% | 243 |
|
|
2021
Q1 | $38K | Hold |
639
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $37K | Hold |
639
| – | – | 0.01% | 224 |
|
|
2020
Q3 | $39K | Hold |
639
| – | – | 0.01% | 207 |
|
|
2020
Q2 | $40K | Hold |
639
| – | – | 0.01% | 205 |
|
|
2020
Q1 | $36K | Sell |
639
-320
| -33% | -$19.6K | 0.01% | 202 |
|
|
2019
Q4 | $62K | Buy |
+959
| New | +$58.1K | 0.02% | 168 |
|
Other funds holding K
IA
BPMC
TIM
FAMI
HNB
Center for Financial Planning's K Position: Q4 2025 in Review
Center for Financial Planning sold out of Kellanova (K) in Q4 2025, closing a stake of 390 shares — an estimated $32K sold.
Center for Financial Planning first reported a position in K in Q4 2019 and held it in 24 quarters. The position peaked at $62K in Q4 2019. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.
- Center for Financial Planning reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
- Center for Financial Planning sold 390 Kellanova shares in Q4 2025, an estimated $32K.
- Center for Financial Planning first reported a position in Kellanova in Q4 2019 and held it in 24 quarters.
- Center for Financial Planning's Kellanova position peaked at $62K in Q4 2019.
- 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.
Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.