CFA
K

CWS Financial Advisors’s Kellanova K Stock Holding History

CWS Financial 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
-2,989
Closed -$245K – 152
2025
Q3 		$245K Buy
2,989
+8
+0.3% +$636 0.07% 125
2025
Q2 		$237K Sell
2,981
-521
-15% -$42.6K 0.07% 122
2025
Q1 		$289K Buy
3,502
+534
+18% +$43.8K 0.09% 104
2024
Q4 		$240K Sell
2,968
-219
-7% -$17.7K 0.08% 113
2024
Q3 		$257K Buy
+3,187
New +$227K 0.09% 99
2024
Q1 		– Sell
-3,877
Closed -$217K – 127
2023
Q4 		$217K Sell
3,877
-5,493
-59% -$287K 0.08% 136
2023
Q3 		$524K Buy
9,370
+4,675
+100% +$278K 0.21% 74
2023
Q2 		$297K Sell
4,695
-213
-4% -$13.6K 0.11% 115
2023
Q1 		$309K Sell
4,908
-3,125
-39% -$197K 0.12% 112
2022
Q4 		$477K Buy
8,033
+3,785
+89% +$257K 0.21% 76
2022
Q3 		$278K Buy
4,248
+27
+0.6% +$1.86K 0.13% 111
2022
Q2 		$283K Sell
4,221
-3,279
-44% -$213K 0.13% 114
2022
Q1 		$454K Sell
7,500
-170
-2% -$10.2K 0.17% 89
2021
Q4 		$464K Buy
+7,670
New +$453K 0.16% 96
2021
Q2 		$486K Buy
8,039
+6
+0.1% +$364 0.19% 77
2021
Q1 		$477K Buy
8,033
+9
+0.1% +$503 0.21% 76
2020
Q4 		$469K Sell
8,024
-3,399
-30% -$204K 0.27% 70
2020
Q3 		$693K Buy
11,423
+5
+0% +$317 0.46% 41
2020
Q2 		$708K Buy
11,418
+11
+0.1% +$666 0.51% 40
2020
Q1 		$741K Sell
11,407
-109
-0.9% -$6.68K 0.55% 25
2019
Q4 		$748K Buy
+11,516
New +$698K 0.55% 25

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

CWS Financial Advisors's K Position: Q4 2025 in Review

CWS Financial Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 2,989 shares — an estimated $245K sold.

CWS Financial Advisors first reported a position in K in Q4 2019 and held it in 21 quarters. The position peaked at $748K in Q4 2019. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • CWS Financial Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • CWS Financial Advisors sold 2,989 Kellanova shares in Q4 2025, an estimated $245K.
  • CWS Financial Advisors first reported a position in Kellanova in Q4 2019 and held it in 21 quarters.
  • CWS Financial Advisors's Kellanova position peaked at $748K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on CWS Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.