PWM
K

Perigon Wealth Management’s Kellanova K Stock Holding History

Perigon 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
-2,757
Closed -$226K – 1342
2025
Q3 		$226K Buy
2,757
+205
+8% +$16.3K ﹤0.01% 1090
2025
Q2 		$203K Sell
2,552
-322
-11% -$26.3K ﹤0.01% 1005
2025
Q1 		$237K Buy
2,874
+196
+7% +$16.1K 0.01% 897
2024
Q4 		$218K Buy
+2,678
New +$216K 0.01% 939
2021
Q1 		– Sell
-495
Closed -$29K – 785
2020
Q4 		$29K Buy
+495
New +$29.8K ﹤0.01% 913

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

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

Perigon Wealth Management sold out of Kellanova (K) in Q4 2025, closing a stake of 2,757 shares — an estimated $226K sold.

Perigon Wealth Management first reported a position in K in Q4 2020 and held it in 5 quarters. The position peaked at $237K in Q1 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Perigon Wealth Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 2,757 Kellanova shares in Q4 2025, an estimated $226K.
  • Perigon Wealth Management first reported a position in Kellanova in Q4 2020 and held it in 5 quarters.
  • Perigon Wealth Management's Kellanova position peaked at $237K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.