CGC Financial Services’s Kellanova K Stock Holding History

CGC Financial 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	-400	Closed	-$32.8K	–	345
2025 Q3	$32.8K	Hold	400	–	–	0.01%	154
2025 Q2	$31.8K	Hold	400	–	–	0.01%	145
2025 Q1	$33K	Hold	400	–	–	0.01%	133
2024 Q4	$32.4K	Hold	400	–	–	0.01%	130
2024 Q3	$32.3K	Hold	400	–	–	0.01%	131
2024 Q2	$23.1K	Hold	400	–	–	0.01%	147
2024 Q1	$22.9K	Hold	400	–	–	0.01%	151
2023 Q4	$22.4K	Sell	400 -26	-6%	-$1.36K	0.01%	159
2023 Q3	$23.8K	Hold	426	–	–	0.02%	126
2023 Q2	$27K	Buy	+426	New	+$27.2K	0.02%	126

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

CGC Financial Services's K Position: Q4 2025 in Review

CGC Financial Services sold out of Kellanova (K) in Q4 2025, closing a stake of 400 shares — an estimated $32.8K sold.

CGC Financial Services first reported a position in K in Q2 2023 and held it in 10 quarters. The position peaked at $33K in Q1 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

CGC Financial Services reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
CGC Financial Services sold 400 Kellanova shares in Q4 2025, an estimated $32.8K.
CGC Financial Services first reported a position in Kellanova in Q2 2023 and held it in 10 quarters.
CGC Financial Services's Kellanova position peaked at $33K in Q1 2025.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on CGC Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.