Concurrent Investment Advisors’s Kellanova K Stock Holding History

Concurrent Investment Advisors’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	-5,879	Closed	-$482K	–	1824
2025 Q3	$482K	Buy	5,879 +334	+6%	+$26.6K	0.01%	929
2025 Q2	$441K	Sell	5,545 -397	-7%	-$32.4K	0.01%	899
2025 Q1	$490K	Buy	5,942 +89	+2%	+$7.31K	0.01%	759
2024 Q4	$474K	Sell	5,853 -51	-0.9%	-$4.12K	0.01%	683
2024 Q3	$477K	Sell	5,904 -210	-3%	-$14.9K	0.01%	635
2024 Q2	$353K	Buy	+6,114	New	+$361K	0.01%	689

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

Concurrent Investment Advisors's K Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 5,879 shares — an estimated $482K sold.

Concurrent Investment Advisors first reported a position in K in Q2 2024 and held it in 6 quarters. The position peaked at $490K in Q1 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

Concurrent Investment Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 5,879 Kellanova shares in Q4 2025, an estimated $482K.
Concurrent Investment Advisors first reported a position in Kellanova in Q2 2024 and held it in 6 quarters.
Concurrent Investment Advisors's Kellanova position peaked at $490K in Q1 2025.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.