Evergreen Capital Management’s Kellanova K Stock Holding History

Evergreen Capital 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 Q4	–	Sell	-6,326	Closed	-$519K	–	1471
2025 Q3	$519K	Buy	6,326 +1,265	+25%	+$101K	0.01%	642
2025 Q2	$403K	Sell	5,061 -644	-11%	-$52.6K	0.01%	655
2025 Q1	$471K	Buy	5,705 +1,278	+29%	+$105K	0.02%	532
2024 Q4	$358K	Buy	4,427 +194	+5%	+$15.7K	0.01%	650
2024 Q3	$342K	Buy	4,233 +74	+2%	+$5.27K	0.01%	656
2024 Q2	$240K	Buy	+4,159	New	+$245K	0.01%	760

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

Evergreen Capital Management's K Position: Q4 2025 in Review

Evergreen Capital Management sold out of Kellanova (K) in Q4 2025, closing a stake of 6,326 shares — an estimated $519K sold.

Evergreen Capital Management first reported a position in K in Q2 2024 and held it in 6 quarters. The position peaked at $519K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

Evergreen Capital Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
Evergreen Capital Management sold 6,326 Kellanova shares in Q4 2025, an estimated $519K.
Evergreen Capital Management first reported a position in Kellanova in Q2 2024 and held it in 6 quarters.
Evergreen Capital Management's Kellanova position peaked at $519K in Q3 2025.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.