MSWM
K

Mowery & Schoenfeld Wealth Management’s Kellanova K Stock Holding History

Mowery & Schoenfeld 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
-44
Closed -$3.61K – 486
2025
Q3 		$3.61K Hold
44
– – 0.01% 308
2025
Q2 		$3.5K Hold
44
– – 0.01% 306
2025
Q1 		$3.63K Sell
44
-6
-12% -$493 0.01% 351
2024
Q4 		$4.05K Buy
+50
New +$4.04K 0.01% 327

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

Mowery & Schoenfeld Wealth Management's K Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Kellanova (K) in Q4 2025, closing a stake of 44 shares — an estimated $3.61K sold.

Mowery & Schoenfeld Wealth Management first reported a position in K in Q4 2024 and held it in 4 quarters. The position peaked at $4.05K in Q4 2024. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 44 Kellanova shares in Q4 2025, an estimated $3.61K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Kellanova in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Kellanova position peaked at $4.05K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.