EWA
K

EP Wealth Advisors’s Kellanova K Stock Holding History

EP Wealth 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
Q2 		$301K Buy
+3,781
New +$309K ﹤0.01% 1019
2025
Q1 		– Sell
-2,750
Closed -$223K – 1337
2024
Q4 		$223K Buy
+2,750
New +$222K ﹤0.01% 1021
2020
Q4 		– Sell
-3,368
Closed -$204K – 462
2020
Q3 		$204K Buy
+3,368
New +$214K 0.01% 341

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 $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

EP Wealth Advisors's K Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Kellanova (K) in Q2 2025: 3,781 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in K as recently as Q4 2024.

EP Wealth Advisors first reported a position in K in Q3 2020 and has held it in 3 quarters since. 922 funds tracked by Wall St. Rank hold K as of Q2 2025.

  • EP Wealth Advisors held 3,781 shares of Kellanova worth $301K as of Q2 2025.
  • Kellanova was a new EP Wealth Advisors position in Q2 2025.
  • Kellanova made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1019 holding.
  • EP Wealth Advisors first reported a position in Kellanova in Q3 2020 and has held it in 3 quarters since.
  • 922 funds tracked by Wall St. Rank held Kellanova as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.