IWC
K

Integrated Wealth Concepts’s Kellanova K Stock Holding History

Integrated Wealth Concepts’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
-7,600
Closed -$623K – 1857
2025
Q3 		$623K Buy
7,600
+35
+0.5% +$2.78K 0.01% 1233
2025
Q2 		$602K Buy
7,565
+1,507
+25% +$123K 0.01% 1166
2025
Q1 		$500K Sell
6,058
-98
-2% -$8.05K 0.01% 1137
2024
Q4 		$498K Buy
6,156
+97
+2% +$7.84K 0.01% 1121
2024
Q3 		$489K Sell
6,059
-9,553
-61% -$680K 0.01% 1095
2024
Q2 		$900K Sell
15,612
-64
-0.4% -$3.77K 0.01% 807
2024
Q1 		$898K Sell
15,676
-240
-2% -$13.2K 0.01% 804
2023
Q4 		$890K Buy
15,916
+1,058
+7% +$55.3K 0.01% 773
2023
Q3 		$830K Buy
14,858
+447
+3% +$26.6K 0.01% 764
2023
Q2 		$912K Buy
14,411
+7,808
+118% +$498K 0.02% 716
2023
Q1 		$415K Buy
+6,603
New +$417K 0.01% 918
2022
Q3 		– Sell
-8,504
Closed -$570K – 982
2022
Q2 		$570K Sell
8,504
-4,604
-35% -$299K 0.02% 569
2022
Q1 		$794K Buy
+13,108
New +$788K 0.02% 452

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

Integrated Wealth Concepts's K Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Kellanova (K) in Q4 2025, closing a stake of 7,600 shares — an estimated $623K sold.

Integrated Wealth Concepts first reported a position in K in Q1 2022 and held it in 13 quarters. The position peaked at $912K in Q2 2023. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,600 Kellanova shares in Q4 2025, an estimated $623K.
  • Integrated Wealth Concepts first reported a position in Kellanova in Q1 2022 and held it in 13 quarters.
  • Integrated Wealth Concepts's Kellanova position peaked at $912K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.