MSFP
K

Mark Sheptoff Financial Planning’s Kellanova K Stock Holding History

Mark Sheptoff Financial Planning’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
-200
Closed -$16.1K – 518
2025
Q3 		$16.1K Hold
200
– – 0.01% 292
2025
Q2 		$16.1K Hold
200
– – 0.01% 288
2025
Q1 		$16.1K Hold
200
– – 0.01% 266
2024
Q4 		$16.1K Sell
200
-400
-67% -$32.3K 0.01% 274
2024
Q3 		$48.4K Hold
600
– – 0.03% 175
2024
Q2 		$34.6K Hold
600
– – 0.02% 207
2024
Q1 		$34.4K Hold
600
– – 0.02% 196
2023
Q4 		$33.5K Sell
600
-39
-6% -$2.04K 0.02% 191
2023
Q3 		$35.7K Hold
639
– – 0.02% 170
2023
Q2 		$40.4K Buy
639
+213
+50% +$13.6K 0.02% 176
2023
Q1 		$26.8K Hold
426
– – 0.02% 196
2022
Q4 		$28.5K Hold
426
– – 0.02% 188
2022
Q3 		$28K Hold
426
– – 0.02% 178
2022
Q2 		$29K Hold
426
– – 0.02% 188
2022
Q1 		$26K Hold
426
– – 0.01% 228
2021
Q4 		$26K Hold
426
– – 0.01% 232
2021
Q3 		$26K Hold
426
– – 0.01% 225
2021
Q2 		$26K Sell
426
-213
-33% -$12.9K 0.01% 246
2021
Q1 		$38K Buy
+639
New +$35.7K 0.02% 186
2016
Q4 		– Sell
-1,672
Closed -$122K – 364
2016
Q3 		$122K Buy
1,672
+160
+11% +$12.2K 0.09% 120
2016
Q2 		$116K Buy
1,512
+1,405
+1,313% +$101K 0.09% 119
2016
Q1 		$8K Hold
107
– – 0.01% 256
2015
Q4 		$7K Hold
107
– – 0.01% 287
2015
Q3 		$7K Buy
107
+90
+529% +$5.61K 0.01% 270
2015
Q2 		$1K Buy
+17
New +$1.02K ﹤0.01% 360

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

Mark Sheptoff Financial Planning's K Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of Kellanova (K) in Q4 2025, closing a stake of 200 shares — an estimated $16.1K sold.

Mark Sheptoff Financial Planning first reported a position in K in Q2 2015 and held it in 25 quarters. The position peaked at $122K in Q3 2016. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Kellanova shares in Q4 2025, an estimated $16.1K.
  • Mark Sheptoff Financial Planning first reported a position in Kellanova in Q2 2015 and held it in 25 quarters.
  • Mark Sheptoff Financial Planning's Kellanova position peaked at $122K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.