PWA
K

Principia Wealth Advisory’s Kellanova K Stock Holding History

Principia Wealth Advisory’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
-15
Closed -$1.23K – 1032
2025
Q3 		$1.23K Buy
15
+2
+15% +$159 ﹤0.01% 575
2025
Q2 		$1.03K Buy
13
+4
+44% +$327 ﹤0.01% 561
2025
Q1 		$740 Hold
9
– – ﹤0.01% 470
2024
Q4 		$729 Buy
+9
New +$727 ﹤0.01% 434

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

Principia Wealth Advisory's K Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Kellanova (K) in Q4 2025, closing a stake of 15 shares — an estimated $1.23K sold.

Principia Wealth Advisory first reported a position in K in Q4 2024 and held it in 4 quarters. The position peaked at $1.23K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Principia Wealth Advisory reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 15 Kellanova shares in Q4 2025, an estimated $1.23K.
  • Principia Wealth Advisory first reported a position in Kellanova in Q4 2024 and held it in 4 quarters.
  • Principia Wealth Advisory's Kellanova position peaked at $1.23K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.