JWM
K

Jeppson Wealth Management’s Kellanova K Stock Holding History

Jeppson Wealth 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
-7,089
Closed -$581K – 232
2025
Q3 		$581K Hold
7,089
– – 0.19% 109
2025
Q2 		$564K Sell
7,089
-20
-0.3% -$1.63K 0.2% 113
2025
Q1 		$586K Sell
7,109
-18
-0.3% -$1.48K 0.21% 107
2024
Q4 		$577K Sell
7,127
-20
-0.3% -$1.62K 0.21% 110
2024
Q3 		$577K Sell
7,147
-109
-2% -$7.76K 0.21% 111
2024
Q2 		$419K Buy
7,256
+60
+0.8% +$3.54K 0.16% 125
2024
Q1 		$412K Sell
7,196
-60
-0.8% -$3.31K 0.16% 130
2023
Q4 		$406K Sell
7,256
-237
-3% -$12.4K 0.17% 129
2023
Q3 		$419K Buy
7,493
+1,935
+35% +$115K 0.19% 118
2023
Q2 		$352K Buy
5,558
+331
+6% +$21.1K 0.15% 133
2023
Q1 		$329K Sell
5,227
-128
-2% -$8.09K 0.14% 138
2022
Q4 		$358K Sell
5,355
-149
-3% -$10.1K 0.15% 130
2022
Q3 		$360K Buy
5,504
+11
+0.2% +$756 0.16% 123
2022
Q2 		$368K Buy
5,493
+1,289
+31% +$83.8K 0.16% 120
2022
Q1 		$254K Buy
+4,204
New +$253K 0.12% 144

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

Jeppson Wealth Management's K Position: Q4 2025 in Review

Jeppson Wealth Management sold out of Kellanova (K) in Q4 2025, closing a stake of 7,089 shares — an estimated $581K sold.

Jeppson Wealth Management first reported a position in K in Q1 2022 and held it in 15 quarters. The position peaked at $586K in Q1 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Jeppson Wealth Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Jeppson Wealth Management sold 7,089 Kellanova shares in Q4 2025, an estimated $581K.
  • Jeppson Wealth Management first reported a position in Kellanova in Q1 2022 and held it in 15 quarters.
  • Jeppson Wealth Management's Kellanova position peaked at $586K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Jeppson Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.