RAG
K

RIA Advisory Group’s Kellanova K Stock Holding History

RIA Advisory Group’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
Q2 		– Sell
-8,337
Closed -$688K – 143
2025
Q1 		$688K Buy
+8,337
New +$684K 0.22% 74
2023
Q4 		– Sell
-10,378
Closed -$580K – 147
2023
Q3 		$580K Sell
10,378
-630
-6% -$37.5K 0.26% 52
2023
Q2 		$697K Buy
11,008
+3,169
+40% +$202K 0.3% 52
2023
Q1 		$493K Buy
+7,839
New +$495K 0.23% 65

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

RIA Advisory Group's K Position: Q2 2025 in Review

RIA Advisory Group sold out of Kellanova (K) in Q2 2025, closing a stake of 8,337 shares — an estimated $688K sold.

RIA Advisory Group first reported a position in K in Q1 2023 and held it in 4 quarters. The position peaked at $697K in Q2 2023. 921 funds tracked by Wall St. Rank hold K as of Q2 2025.

  • RIA Advisory Group reported no remaining Kellanova position as of Q2 2025 after selling out during the quarter.
  • RIA Advisory Group sold 8,337 Kellanova shares in Q2 2025, an estimated $688K.
  • RIA Advisory Group first reported a position in Kellanova in Q1 2023 and held it in 4 quarters.
  • RIA Advisory Group's Kellanova position peaked at $697K in Q2 2023.
  • 921 funds tracked by Wall St. Rank held Kellanova as of Q2 2025.

Based on RIA Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.