MWM
K

Mascoma Wealth Management’s Kellanova K Stock Holding History

Mascoma 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
-1,605
Closed -$132K – 509
2025
Q3 		$132K Hold
1,605
– – 0.03% 115
2025
Q2 		$128K Hold
1,605
– – 0.03% 115
2025
Q1 		$132K Hold
1,605
– – 0.03% 113
2024
Q4 		$130K Hold
1,605
– – 0.03% 119
2024
Q3 		$130K Hold
1,605
– – 0.03% 119
2024
Q2 		$92.6K Buy
+1,605
New +$94.7K 0.02% 145
2023
Q2 		– Sell
-35
Closed -$2.3K – 536
2023
Q1 		$2.3K Hold
35
– – ﹤0.01% 541
2022
Q4 		$2.35K Hold
35
– – ﹤0.01% 555
2022
Q3 		$2K Hold
35
– – ﹤0.01% 559
2022
Q2 		$2K Hold
35
– – ﹤0.01% 567
2022
Q1 		$2K Hold
35
– – ﹤0.01% 554
2021
Q4 		$2K Hold
35
– – ﹤0.01% 497
2021
Q3 		$2K Buy
+35
New +$2.1K ﹤0.01% 421
2018
Q4 		– Sell
-3,195
Closed -$210K – 388
2018
Q3 		$210K Hold
3,195
– – 0.14% 74
2018
Q2 		$210K Hold
3,195
– – 0.15% 66
2018
Q1 		$195K Hold
3,195
– – 0.13% 70
2017
Q4 		$196K Hold
3,195
– – 0.12% 72
2017
Q3 		$187K Hold
3,195
– – 0.12% 77
2017
Q2 		$208K Hold
3,195
– – 0.14% 70
2017
Q1 		$218K Hold
3,195
– – 0.16% 55
2016
Q4 		$221K Buy
+3,195
New +$222K 0.16% 55

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $204M AUM
TIM
Tevis Investment Management Plano, Texas $183M AUM 20.16% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Kellanova (K) in Q4 2025, closing a stake of 1,605 shares — an estimated $132K sold.

Mascoma Wealth Management first reported a position in K in Q4 2016 and held it in 21 quarters. The position peaked at $221K in Q4 2016. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Mascoma Wealth Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,605 Kellanova shares in Q4 2025, an estimated $132K.
  • Mascoma Wealth Management first reported a position in Kellanova in Q4 2016 and held it in 21 quarters.
  • Mascoma Wealth Management's Kellanova position peaked at $221K in Q4 2016.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.