PJWM
K

Philip James Wealth Mangement’s Kellanova K Stock Holding History

Philip James Wealth Mangement’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
-3,665
Closed -$301K – 175
2025
Q3 		$301K Buy
3,665
+27
+0.7% +$2.15K 0.04% 153
2025
Q2 		$289K Buy
3,638
+26
+0.7% +$2.13K 0.04% 139
2025
Q1 		$298K Buy
3,612
+25
+0.7% +$2.05K 0.04% 136
2024
Q4 		$290K Buy
3,587
+25
+0.7% +$2.02K 0.04% 134
2024
Q3 		$288K Buy
3,562
+25
+0.7% +$1.78K 0.04% 129
2024
Q2 		$204K Buy
3,537
+33
+0.9% +$1.95K 0.14% 74
2024
Q1 		$201K Buy
+3,504
New +$193K 0.14% 73

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

Philip James Wealth Mangement's K Position: Q4 2025 in Review

Philip James Wealth Mangement sold out of Kellanova (K) in Q4 2025, closing a stake of 3,665 shares — an estimated $301K sold.

Philip James Wealth Mangement first reported a position in K in Q1 2024 and held it in 7 quarters. The position peaked at $301K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Philip James Wealth Mangement reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 3,665 Kellanova shares in Q4 2025, an estimated $301K.
  • Philip James Wealth Mangement first reported a position in Kellanova in Q1 2024 and held it in 7 quarters.
  • Philip James Wealth Mangement's Kellanova position peaked at $301K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Philip James Wealth Mangement's 13F filing for Q4 2025, filed 20 Jan 2026.