FCM
K

Farallon Capital Management’s Kellanova K Stock Holding History

Farallon 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
-3,943,853
Closed -$323M – 160
2025
Q3 		$323M Buy
3,943,853
+2,180,721
+124% +$173M 1.32% 24
2025
Q2 		$140M Sell
1,763,132
-1,556,868
-47% -$127M 0.59% 41
2025
Q1 		$274M Buy
3,320,000
+2,271,182
+217% +$186M 1.31% 31
2024
Q4 		$84.9M Buy
+1,048,818
New +$84.7M 0.37% 53

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

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

Farallon Capital Management sold out of Kellanova (K) in Q4 2025, closing a stake of 3,943,853 shares — an estimated $323M sold.

Farallon Capital Management first reported a position in K in Q4 2024 and held it in 4 quarters. The position peaked at $323M in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Farallon Capital Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Farallon Capital Management sold 3,943,853 Kellanova shares in Q4 2025, an estimated $323M.
  • Farallon Capital Management first reported a position in Kellanova in Q4 2024 and held it in 4 quarters.
  • Farallon Capital Management's Kellanova position peaked at $323M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Farallon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.