MYIA
K

Mount Yale Investment Advisors’s Kellanova K Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-294
Closed -$23.4K – 1157
2025
Q2 		$23.4K Buy
+294
New +$24K ﹤0.01% 1013
2024
Q4 		– Sell
-3,542
Closed -$286K – 590
2024
Q3 		$286K Sell
3,542
-1,964
-36% -$140K 0.03% 450
2024
Q2 		$318K Sell
5,506
-2,011
-27% -$119K 0.03% 424
2024
Q1 		$431K Buy
7,517
+2,257
+43% +$124K 0.03% 385
2023
Q4 		$294K Sell
5,260
-7,888
-60% -$412K 0.03% 414
2023
Q3 		$735K Buy
13,148
+6,393
+95% +$380K 0.08% 238
2023
Q2 		$428K Sell
6,755
-35
-0.5% -$2.23K 0.05% 328
2023
Q1 		$427K Sell
6,790
-82
-1% -$5.18K 0.05% 319
2022
Q4 		$460K Sell
6,872
-113
-2% -$7.67K 0.05% 291
2022
Q3 		$457K Sell
6,985
-1,915
-22% -$132K 0.06% 279
2022
Q2 		$596K Sell
8,900
-363
-4% -$23.6K 0.08% 255
2022
Q1 		$561K Sell
9,263
-85
-0.9% -$5.11K 0.06% 289
2021
Q4 		$565K Sell
9,348
-165
-2% -$9.74K 0.06% 281
2021
Q3 		$571K Sell
9,513
-312
-3% -$18.7K 0.07% 265
2021
Q2 		$593K Buy
9,825
+219
+2% +$13.3K 0.07% 249
2021
Q1 		$571K Buy
+9,606
New +$537K 0.07% 244
2018
Q4 		– Sell
-331
Closed -$20K – 541
2018
Q3 		$20K Hold
331
– – ﹤0.01% 782
2018
Q2 		$22K Hold
331
– – ﹤0.01% 775
2018
Q1 		$20K Buy
+331
New +$20.9K ﹤0.01% 769

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's K Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Kellanova (K) in Q3 2025, closing a stake of 294 shares — an estimated $23.4K sold.

Mount Yale Investment Advisors first reported a position in K in Q1 2018 and held it in 19 quarters. The position peaked at $735K in Q3 2023. 894 funds tracked by Wall St. Rank hold K as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Kellanova position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 294 Kellanova shares in Q3 2025, an estimated $23.4K.
  • Mount Yale Investment Advisors first reported a position in Kellanova in Q1 2018 and held it in 19 quarters.
  • Mount Yale Investment Advisors's Kellanova position peaked at $735K in Q3 2023.
  • 894 funds tracked by Wall St. Rank held Kellanova as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.