RFP
K

Root Financial Partners’s Kellanova K Stock Holding History

Root Financial Partners’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
-694
Closed -$56.9K – 2490
2025
Q3 		$56.9K Buy
+694
New +$55.2K ﹤0.01% 627

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

Root Financial Partners's K Position: Q4 2025 in Review

Root Financial Partners sold out of Kellanova (K) in Q4 2025, closing a stake of 694 shares — an estimated $56.9K sold.

Root Financial Partners first reported a position in K in Q3 2025 and held it in 1 quarter. The position peaked at $56.9K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Root Financial Partners reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 694 Kellanova shares in Q4 2025, an estimated $56.9K.
  • Root Financial Partners first reported a position in Kellanova in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Kellanova position peaked at $56.9K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.