U.S. Capital Wealth Advisors’s Kellanova K Stock Holding History

U.S. Capital Wealth Advisors’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	-147,232	Closed	-$12.1M	–	1005
2025 Q3	$12.1M	Sell	147,232 -39,409	-21%	-$3.13M	0.32%	72
2025 Q2	$14.8M	Buy	186,641 +636	+0.3%	+$52K	0.43%	50
2025 Q1	$15.3M	Sell	186,005 -4,727	-2%	-$388K	0.47%	48
2024 Q4	$15.4M	Buy	190,732 +186,708	+4,640%	+$15.1M	0.48%	45
2024 Q3	$325K	Buy	+4,024	New	+$286K	0.01%	570

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

U.S. Capital Wealth Advisors's K Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 147,232 shares — an estimated $12.1M sold.

U.S. Capital Wealth Advisors first reported a position in K in Q3 2024 and held it in 5 quarters. The position peaked at $15.4M in Q4 2024. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 147,232 Kellanova shares in Q4 2025, an estimated $12.1M.
U.S. Capital Wealth Advisors first reported a position in Kellanova in Q3 2024 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Kellanova position peaked at $15.4M in Q4 2024.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.