Creative Planning
K

Creative Planning’s Kellanova K Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-1,065
Closed -$1K – 4722
2017
Q1 		$1K Buy
+1,065
New +$73.5K ﹤0.01% 4453

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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 $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

Creative Planning's K Position: Q4 2025 in Review

Creative Planning sold out of Kellanova (K) in Q4 2025, closing a stake of 59,625 shares — an estimated $4.89M sold.

Creative Planning first reported a position in K in Q2 2013 and held it in 50 quarters. The position peaked at $4.89M in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Creative Planning reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 59,625 Kellanova shares in Q4 2025, an estimated $4.89M.
  • Creative Planning first reported a position in Kellanova in Q2 2013 and held it in 50 quarters.
  • Creative Planning's Kellanova position peaked at $4.89M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.