IAA
K

Independent Advisor Alliance’s Kellanova K Stock Holding History

Independent Advisor Alliance’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
-6,882
Closed -$564K – 1036
2025
Q3 		$564K Buy
6,882
+442
+7% +$35.2K 0.01% 585
2025
Q2 		$512K Sell
6,440
-894
-12% -$73.1K 0.01% 581
2025
Q1 		$605K Buy
7,334
+131
+2% +$10.8K 0.02% 480
2024
Q4 		$583K Buy
7,203
+1,019
+16% +$82.3K 0.01% 910
2024
Q3 		$499K Sell
6,184
-346
-5% -$24.6K 0.02% 460
2024
Q2 		$377K Buy
6,530
+394
+6% +$23.2K 0.01% 518
2024
Q1 		$352K Sell
6,136
-46
-0.7% -$2.53K 0.01% 535
2023
Q4 		$346K Sell
6,182
-1,093
-15% -$57.1K 0.01% 513
2023
Q3 		$407K Buy
7,275
+272
+4% +$16.2K 0.02% 456
2023
Q2 		$443K Hold
7,003
– – 0.02% 450
2023
Q1 		$440K Buy
+7,003
New +$442K 0.02% 445
2022
Q4 		– Sell
-8,402
Closed -$550K – 523
2022
Q3 		$550K Buy
8,402
+43
+0.5% +$2.96K 0.03% 350
2022
Q2 		$560K Sell
8,359
-982
-11% -$63.8K 0.03% 350
2022
Q1 		$566K Sell
9,341
-5,352
-36% -$322K 0.03% 369
2021
Q4 		$889K Buy
14,693
+681
+5% +$40.2K 0.04% 297
2021
Q3 		$841K Sell
14,012
-106
-0.8% -$6.35K 0.05% 290
2021
Q2 		$853K Buy
14,118
+2,080
+17% +$126K 0.05% 301
2021
Q1 		$715K Buy
12,038
+959
+9% +$53.6K 0.04% 303
2020
Q4 		$647K Buy
11,079
+1,059
+11% +$63.7K 0.04% 295
2020
Q3 		$608K Buy
10,020
+238
+2% +$15.1K 0.05% 251
2020
Q2 		$607K Sell
9,782
-536
-5% -$32.4K 0.06% 231
2020
Q1 		$581K Sell
10,318
-721
-7% -$44.2K 0.08% 193
2019
Q4 		$717K Buy
11,039
+230
+2% +$13.9K 0.03% 450
2019
Q3 		$653K Buy
10,809
+388
+4% +$22.2K 0.08% 212
2019
Q2 		$524K Buy
10,421
+237
+2% +$12.6K 0.08% 216
2019
Q1 		$549K Buy
10,184
+281
+3% +$15K 0.08% 219
2018
Q4 		$530K Buy
+9,903
New +$598K 0.09% 185

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

Independent Advisor Alliance's K Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Kellanova (K) in Q4 2025, closing a stake of 6,882 shares — an estimated $564K sold.

Independent Advisor Alliance first reported a position in K in Q4 2018 and held it in 27 quarters. The position peaked at $889K in Q4 2021. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,882 Kellanova shares in Q4 2025, an estimated $564K.
  • Independent Advisor Alliance first reported a position in Kellanova in Q4 2018 and held it in 27 quarters.
  • Independent Advisor Alliance's Kellanova position peaked at $889K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.