MWM
K

Massachusetts Wealth Management’s Kellanova K Stock Holding History

Massachusetts 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
-13,333
Closed -$1.09M – 95
2025
Q3 		$1.09M Sell
13,333
-200
-1% -$15.9K 0.54% 69
2025
Q2 		$1.08M Buy
13,533
+100
+0.7% +$8.17K 0.61% 65
2025
Q1 		$1.11M Sell
13,433
-150
-1% -$12.3K 0.76% 55
2024
Q4 		$1.1M Sell
13,583
-75
-0.5% -$6.06K 0.68% 61
2024
Q3 		$1.1M Sell
13,658
-525
-4% -$37.4K 0.7% 59
2024
Q2 		$818K Buy
14,183
+50
+0.4% +$2.95K 0.55% 64
2024
Q1 		$810K Sell
14,133
-100
-0.7% -$5.51K 0.57% 64
2023
Q4 		$796K Sell
14,233
-730
-5% -$38.1K 0.64% 60
2023
Q3 		$836K Sell
14,963
-240
-2% -$14.3K 0.77% 53
2023
Q2 		$962K Buy
15,203
+27
+0.2% +$1.72K 0.92% 47
2023
Q1 		$954K Sell
15,176
-346
-2% -$21.9K 0.98% 45
2022
Q4 		$1,000K Buy
+15,522
New +$1.05M 0.97% 45

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

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

Massachusetts Wealth Management sold out of Kellanova (K) in Q4 2025, closing a stake of 13,333 shares — an estimated $1.09M sold.

Massachusetts Wealth Management first reported a position in K in Q4 2022 and held it in 12 quarters. The position peaked at $1.11M in Q1 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Massachusetts Wealth Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Massachusetts Wealth Management sold 13,333 Kellanova shares in Q4 2025, an estimated $1.09M.
  • Massachusetts Wealth Management first reported a position in Kellanova in Q4 2022 and held it in 12 quarters.
  • Massachusetts Wealth Management's Kellanova position peaked at $1.11M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Massachusetts Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.