LWL
K

Leo Wealth LLC’s Kellanova K Stock Holding History

Leo Wealth LLC’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
Q3 		– Sell
-4,274
Closed -$340K – 350
2025
Q2 		$340K Sell
4,274
-16,105
-79% -$1.32M 0.03% 290
2025
Q1 		$1.68M Buy
20,379
+552
+3% +$45.3K 0.24% 81
2024
Q4 		$1.61M Sell
19,827
-6,433
-24% -$520K 0.14% 119
2024
Q3 		$2.12M Sell
26,260
-1,873
-7% -$133K 0.19% 88
2024
Q2 		$1.62M Sell
28,133
-9,230
-25% -$544K 0.17% 106
2024
Q1 		$2.14M Sell
37,363
-338
-0.9% -$18.6K 0.22% 79
2023
Q4 		$2.1M Buy
+37,701
New +$1.97M 0.22% 80

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
State Street
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leo Wealth LLC's K Position: Q3 2025 in Review

Leo Wealth LLC sold out of Kellanova (K) in Q3 2025, closing a stake of 4,274 shares — an estimated $340K sold.

Leo Wealth LLC first reported a position in K in Q4 2023 and held it in 7 quarters. The position peaked at $2.14M in Q1 2024. 893 funds tracked by Wall St. Rank hold K as of Q3 2025.

  • Leo Wealth LLC reported no remaining Kellanova position as of Q3 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 4,274 Kellanova shares in Q3 2025, an estimated $340K.
  • Leo Wealth LLC first reported a position in Kellanova in Q4 2023 and held it in 7 quarters.
  • Leo Wealth LLC's Kellanova position peaked at $2.14M in Q1 2024.
  • 893 funds tracked by Wall St. Rank held Kellanova as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.