CWM
K

Congress Wealth Management’s Kellanova K Stock Holding History

Congress Wealth Management’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
Q2 		$710K Sell
8,920
-1,719
-16% -$140K 0.01% 811
2025
Q1 		$878K Buy
+10,639
New +$873K 0.01% 665

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Congress Wealth Management's K Position: Q2 2025 in Review

Congress Wealth Management reduced its Kellanova (K) stake by 16% in Q2 2025, selling an estimated $140K and leaving 8,920 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #811.

Congress Wealth Management first reported a position in K in Q1 2025 and has held it in 2 quarters since. The position peaked at $878K in Q1 2025. 924 funds tracked by Wall St. Rank hold K as of Q2 2025.

  • Congress Wealth Management held 8,920 shares of Kellanova worth $710K as of Q2 2025.
  • Congress Wealth Management sold 1,719 Kellanova shares in Q2 2025, an estimated $140K.
  • Kellanova made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #811 holding.
  • Congress Wealth Management first reported a position in Kellanova in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Kellanova position peaked at $878K in Q1 2025.
  • 924 funds tracked by Wall St. Rank held Kellanova as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.