HHM Wealth Advisors’s Kellanova K Stock Holding History

HHM 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	–	Sell	-9	Closed	-$743	–	900
2025 Q1	$743	Hold	9	–	–	﹤0.01%	862
2024 Q4	$729	Buy	+9	New	+$727	﹤0.01%	885
2024 Q2	–	Sell	-450	Closed	-$25.8K	–	825
2024 Q1	$25.8K	Hold	450	–	–	﹤0.01%	383
2023 Q4	$25.2K	Sell	450 -29	-6%	-$1.51K	﹤0.01%	384
2023 Q3	$26.8K	Hold	479	–	–	0.01%	357
2023 Q2	$30.3K	Hold	479	–	–	0.01%	359
2023 Q1	$30.1K	Hold	479	–	–	0.01%	353
2022 Q4	$32.1K	Hold	479	–	–	0.01%	298
2022 Q3	$31K	Hold	479	–	–	0.01%	294
2022 Q2	$32K	Hold	479	–	–	0.01%	344
2022 Q1	$29K	Buy	+479	New	+$28.8K	0.01%	382

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

HHM Wealth Advisors sold out of Kellanova (K) in Q2 2025, closing a stake of 9 shares — an estimated $743 sold.

HHM Wealth Advisors first reported a position in K in Q1 2022 and held it in 11 quarters. The position peaked at $32.1K in Q4 2022. 922 funds tracked by Wall St. Rank hold K as of Q2 2025.

HHM Wealth Advisors reported no remaining Kellanova position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 9 Kellanova shares in Q2 2025, an estimated $743.
HHM Wealth Advisors first reported a position in Kellanova in Q1 2022 and held it in 11 quarters.
HHM Wealth Advisors's Kellanova position peaked at $32.1K in Q4 2022.
922 funds tracked by Wall St. Rank held Kellanova as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.