MBFW
K

Morton Brown Family Wealth’s Kellanova K Stock Holding History

Morton Brown Family Wealth’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
-676
Closed -$55.4K – 303
2025
Q3 		$55.4K Hold
676
– – 0.02% 104
2025
Q2 		$53.8K Hold
676
– – 0.02% 102
2025
Q1 		$55.8K Hold
676
– – 0.02% 95
2024
Q4 		$54.7K Hold
676
– – 0.02% 101
2024
Q3 		$54.6K Hold
676
– – 0.02% 95
2024
Q2 		$39.8K Hold
676
– – 0.02% 99
2024
Q1 		$38.7K Hold
676
– – 0.02% 96
2023
Q4 		$37.8K Sell
676
-44
-6% -$2.3K 0.02% 115
2023
Q3 		$40.2K Hold
720
– – 0.02% 86
2023
Q2 		$45.6K Hold
720
– – 0.02% 80
2023
Q1 		$45.3K Hold
720
– – 0.03% 79
2022
Q4 		$48.2K Hold
720
– – 0.03% 77
2022
Q3 		$47K Sell
720
-85
-11% -$5.84K 0.04% 68
2022
Q2 		$54K Buy
805
+85
+12% +$5.52K 0.04% 64
2022
Q1 		$44K Hold
720
– – 0.03% 73
2021
Q4 		$44K Buy
+720
New +$42.5K 0.03% 80

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

Morton Brown Family Wealth's K Position: Q4 2025 in Review

Morton Brown Family Wealth sold out of Kellanova (K) in Q4 2025, closing a stake of 676 shares — an estimated $55.4K sold.

Morton Brown Family Wealth first reported a position in K in Q4 2021 and held it in 16 quarters. The position peaked at $55.8K in Q1 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Morton Brown Family Wealth reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 676 Kellanova shares in Q4 2025, an estimated $55.4K.
  • Morton Brown Family Wealth first reported a position in Kellanova in Q4 2021 and held it in 16 quarters.
  • Morton Brown Family Wealth's Kellanova position peaked at $55.8K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Morton Brown Family Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.