CSIC
K

Clifford Swan Investment Counsel’s Kellanova K Stock Holding History

Clifford Swan Investment Counsel’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
-6,950
Closed -$570K – 330
2025
Q3 		$570K Sell
6,950
-3
-0% -$239 0.02% 211
2025
Q2 		$553K Buy
6,953
+3
+0% +$245 0.02% 207
2025
Q1 		$573K Sell
6,950
-400
-5% -$32.8K 0.02% 206
2024
Q4 		$595K Sell
7,350
-100
-1% -$8.08K 0.02% 208
2024
Q3 		$601K Sell
7,450
-100
-1% -$7.12K 0.02% 209
2024
Q2 		$435K Sell
7,550
-2,000
-21% -$118K 0.02% 227
2024
Q1 		$547K Hold
9,550
– – 0.02% 211
2023
Q4 		$534K Sell
9,550
-621
-6% -$32.5K 0.02% 210
2023
Q3 		$568K Hold
10,171
– – 0.02% 198
2023
Q2 		$644K Hold
10,171
– – 0.03% 198
2023
Q1 		$639K Hold
10,171
– – 0.03% 197
2022
Q4 		$680K Sell
10,171
-27
-0.3% -$1.83K 0.03% 187
2022
Q3 		$667K Hold
10,198
– – 0.03% 189
2022
Q2 		$683K Buy
10,198
+27
+0.3% +$1.75K 0.03% 199
2022
Q1 		$616K Sell
10,171
-4,366
-30% -$263K 0.02% 215
2021
Q4 		$879K Sell
14,537
-85
-0.6% -$5.02K 0.03% 195
2021
Q3 		$853K Hold
14,622
– – 0.03% 196
2021
Q2 		$852K Hold
14,622
– – 0.03% 192
2021
Q1 		$869K Hold
14,622
– – 0.04% 184
2020
Q4 		$854K Sell
14,622
-426
-3% -$25.6K 0.04% 189
2020
Q3 		$913K Sell
15,048
-1,065
-7% -$67.6K 0.04% 170
2020
Q2 		$999K Hold
16,113
– – 0.05% 167
2020
Q1 		$908K Hold
16,113
– – 0.06% 164
2019
Q4 		$1.05M Hold
16,113
– – 0.05% 168
2019
Q3 		$974K Hold
16,113
– – 0.05% 164
2019
Q2 		$811K Sell
16,113
-320
-2% -$17K 0.04% 175
2019
Q1 		$885K Sell
16,433
-213
-1% -$11.4K 0.05% 167
2018
Q4 		$891K Sell
16,646
-1,566
-9% -$94.5K 0.05% 159
2018
Q3 		$1.2M Sell
18,212
-479
-3% -$32.3K 0.06% 151
2018
Q2 		$1.23M Hold
18,691
– – 0.07% 146
2018
Q1 		$1.14M Sell
18,691
-1,103
-6% -$69.6K 0.06% 149
2017
Q4 		$1.26M Hold
19,794
– – 0.07% 149
2017
Q3 		$1.16M Sell
19,794
-568
-3% -$35.9K 0.07% 140
2017
Q2 		$1.33M Sell
20,362
-798
-4% -$53.7K 0.08% 136
2017
Q1 		$1.44M Hold
21,160
– – 0.09% 131
2016
Q4 		$1.47M Hold
21,160
– – 0.1% 129
2016
Q3 		$1.54M Sell
21,160
-2
-0% -$153 0.1% 126
2016
Q2 		$1.62M Sell
21,162
-1,667
-7% -$120K 0.11% 124
2016
Q1 		$1.64M Hold
22,829
– – 0.11% 126
2015
Q4 		$1.55M Sell
22,829
-969
-4% -$63.3K 0.11% 126
2015
Q3 		$1.49M Buy
23,798
+532
+2% +$33.2K 0.11% 125
2015
Q2 		$1.37M Sell
23,266
-532
-2% -$31.8K 0.09% 130
2015
Q1 		$1.47M Sell
23,798
-122
-0.5% -$7.46K 0.1% 126
2014
Q4 		$1.47M Hold
23,920
– – 0.1% 124
2014
Q3 		$1.38M Sell
23,920
-745
-3% -$44.9K 0.09% 122
2014
Q2 		$1.52M Sell
24,665
-2,024
-8% -$127K 0.1% 118
2014
Q1 		$1.57M Buy
26,689
+426
+2% +$24.2K 0.11% 113
2013
Q4 		$1.51M Hold
26,263
– – 0.11% 113
2013
Q3 		$1.45M Sell
26,263
-16
-0.1% -$954 0.12% 111
2013
Q2 		$1.58M Buy
+26,279
New +$1.58M 0.13% 105

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 $18.1B AUM 24.69% 1-Year Est. Return

Clifford Swan Investment Counsel's K Position: Q4 2025 in Review

Clifford Swan Investment Counsel sold out of Kellanova (K) in Q4 2025, closing a stake of 6,950 shares — an estimated $570K sold.

Clifford Swan Investment Counsel first reported a position in K in Q2 2013 and held it in 50 quarters. The position peaked at $1.64M in Q1 2016. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Clifford Swan Investment Counsel reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 6,950 Kellanova shares in Q4 2025, an estimated $570K.
  • Clifford Swan Investment Counsel first reported a position in Kellanova in Q2 2013 and held it in 50 quarters.
  • Clifford Swan Investment Counsel's Kellanova position peaked at $1.64M in Q1 2016.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2025, filed 11 Feb 2026.