SimplyRich’s Kellanova K Stock Holding History

SimplyRich’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	-3,639	Closed	-$298K	–	205
2025 Q3	$298K	Sell	3,639 -4	-0.1%	-$318	0.08%	178
2025 Q2	$289K	Hold	3,643	–	–	0.08%	188
2025 Q1	$300K	Hold	3,643	–	–	0.09%	182
2024 Q4	$294K	Buy	3,643 +255	+8%	+$20.6K	0.08%	186
2024 Q3	$273K	Buy	+3,388	New	+$241K	0.08%	192

Other funds holding K

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

SimplyRich's K Position: Q4 2025 in Review

SimplyRich sold out of Kellanova (K) in Q4 2025, closing a stake of 3,639 shares — an estimated $298K sold.

SimplyRich first reported a position in K in Q3 2024 and held it in 5 quarters. The position peaked at $300K in Q1 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

SimplyRich reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
SimplyRich sold 3,639 Kellanova shares in Q4 2025, an estimated $298K.
SimplyRich first reported a position in Kellanova in Q3 2024 and held it in 5 quarters.
SimplyRich's Kellanova position peaked at $300K in Q1 2025.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on SimplyRich's 13F filing for Q4 2025, filed 23 Jan 2026.