HWA
K

Heartwood Wealth Advisors’s Kellanova K Stock Holding History

Heartwood 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
Q4 		– Sell
-44
Closed -$3.61K – 413
2025
Q3 		$3.61K Buy
+44
New +$3.5K ﹤0.01% 444

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

Heartwood Wealth Advisors's K Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 44 shares — an estimated $3.61K sold.

Heartwood Wealth Advisors first reported a position in K in Q3 2025 and held it in 1 quarter. The position peaked at $3.61K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 44 Kellanova shares in Q4 2025, an estimated $3.61K.
  • Heartwood Wealth Advisors first reported a position in Kellanova in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Kellanova position peaked at $3.61K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.