SWP
K

SIMA Wealth Partners’s Kellanova K Stock Holding History

SIMA Wealth 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
-55
Closed -$4.51K – 148
2025
Q3 		$4.51K Buy
+55
New +$4.38K ﹤0.01% 141

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

SIMA Wealth Partners's K Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Kellanova (K) in Q4 2025, closing a stake of 55 shares — an estimated $4.51K sold.

SIMA Wealth Partners first reported a position in K in Q3 2025 and held it in 1 quarter. The position peaked at $4.51K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • SIMA Wealth Partners reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 55 Kellanova shares in Q4 2025, an estimated $4.51K.
  • SIMA Wealth Partners first reported a position in Kellanova in Q3 2025 and held it in 1 quarter.
  • SIMA Wealth Partners's Kellanova position peaked at $4.51K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.