PWA
K

Physician Wealth Advisors’s Kellanova K Stock Holding History

Physician Wealth 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
Q4 		– Sell
-295
Closed -$24.2K – 2097
2025
Q3 		$24.2K Buy
295
+276
+1,453% +$22K ﹤0.01% 525
2025
Q2 		$1.51K Buy
19
+7
+58% +$572 ﹤0.01% 1165
2025
Q1 		$990 Hold
12
– – ﹤0.01% 1068
2024
Q4 		$972 Buy
+12
New +$969 ﹤0.01% 952

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

Physician Wealth Advisors's K Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 295 shares — an estimated $24.2K sold.

Physician Wealth Advisors first reported a position in K in Q4 2024 and held it in 4 quarters. The position peaked at $24.2K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 295 Kellanova shares in Q4 2025, an estimated $24.2K.
  • Physician Wealth Advisors first reported a position in Kellanova in Q4 2024 and held it in 4 quarters.
  • Physician Wealth Advisors's Kellanova position peaked at $24.2K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.