LA
K

Lifeworks Advisors’s Kellanova K Stock Holding History

Lifeworks 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
Q4 		– Sell
-7,295
Closed -$598K – 339
2025
Q3 		$598K Buy
7,295
+1,859
+34% +$148K 0.08% 186
2025
Q2 		$432K Buy
+5,436
New +$444K 0.06% 216
2025
Q1 		– Sell
-8,626
Closed -$698K – 319
2024
Q4 		$698K Buy
8,626
+1,372
+19% +$111K 0.13% 141
2024
Q3 		$585K Sell
7,254
-424
-6% -$30.2K 0.12% 146
2024
Q2 		$443K Buy
7,678
+203
+3% +$12K 0.12% 135
2024
Q1 		$428K Sell
7,475
-1,513
-17% -$83.3K 0.12% 137
2023
Q4 		$503K Sell
8,988
-4,717
-34% -$246K 0.17% 116
2023
Q3 		$766K Buy
13,705
+5,087
+59% +$303K 0.3% 93
2023
Q2 		$545K Buy
8,618
+3,210
+59% +$205K 0.23% 102
2023
Q1 		$340K Buy
5,408
+1,940
+56% +$123K 0.16% 118
2022
Q4 		$232K Sell
3,468
-1,328
-28% -$90.1K 0.13% 105
2022
Q3 		$346K Buy
4,796
+588
+14% +$40.4K 0.2% 96
2022
Q2 		$282K Buy
+4,208
New +$273K 0.18% 105

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

Lifeworks Advisors's K Position: Q4 2025 in Review

Lifeworks Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 7,295 shares — an estimated $598K sold.

Lifeworks Advisors first reported a position in K in Q2 2022 and held it in 13 quarters. The position peaked at $766K in Q3 2023. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Lifeworks Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 7,295 Kellanova shares in Q4 2025, an estimated $598K.
  • Lifeworks Advisors first reported a position in Kellanova in Q2 2022 and held it in 13 quarters.
  • Lifeworks Advisors's Kellanova position peaked at $766K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Lifeworks Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.