UCFA
K

United Capital Financial Advisors’s Kellanova K Stock Holding History

United Capital Financial 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
-6,335
Closed -$520K – 1388
2025
Q3 		$520K Buy
6,335
+253
+4% +$20.1K ﹤0.01% 842
2025
Q2 		$484K Sell
6,082
-351
-5% -$28.7K ﹤0.01% 793
2025
Q1 		$531K Sell
6,433
-200
-3% -$16.4K ﹤0.01% 732
2024
Q4 		$537K Sell
6,633
-519
-7% -$41.9K ﹤0.01% 718
2024
Q3 		$577K Sell
7,152
-1,571
-18% -$112K ﹤0.01% 694
2024
Q2 		$503K Buy
8,723
+876
+11% +$51.7K ﹤0.01% 712
2024
Q1 		$450K Sell
7,847
-166
-2% -$9.14K ﹤0.01% 761
2023
Q4 		$448K Buy
+8,013
New +$419K ﹤0.01% 751
2023
Q2 		– Sell
-4,480
Closed -$282K – 938
2023
Q1 		$282K Buy
4,480
+1,027
+30% +$64.9K ﹤0.01% 840
2022
Q4 		$231K Buy
+3,453
New +$234K ﹤0.01% 948
2022
Q1 		– Sell
-3,892
Closed -$235K – 1198
2021
Q4 		$235K Sell
3,892
-332
-8% -$19.6K ﹤0.01% 1101
2021
Q3 		$254K Buy
4,224
+197
+5% +$11.8K ﹤0.01% 1067
2021
Q2 		$243K Sell
4,027
-101
-2% -$6.13K ﹤0.01% 1088
2021
Q1 		$245K Sell
4,128
-10
-0.2% -$559 ﹤0.01% 1042
2020
Q4 		$242K Buy
+4,138
New +$249K ﹤0.01% 1071
2019
Q3 		– Sell
-4,407
Closed -$222K – 1404
2019
Q2 		$222K Sell
4,407
-1,454
-25% -$77.2K ﹤0.01% 1338
2019
Q1 		$316K Buy
+5,861
New +$313K ﹤0.01% 1110
2018
Q4 		– Sell
-3,235
Closed -$213K – 1335
2018
Q3 		$213K Buy
3,235
+45
+1% +$3.03K ﹤0.01% 1236
2018
Q2 		$209K Sell
3,190
-1,465
-31% -$87.1K ﹤0.01% 1213
2018
Q1 		$284K Buy
4,655
+325
+8% +$20.5K ﹤0.01% 1114
2017
Q4 		$276K Sell
4,330
-1,111
-20% -$66.9K ﹤0.01% 1144
2017
Q3 		$319K Sell
5,441
-3,265
-38% -$206K ﹤0.01% 1096
2017
Q2 		$568K Sell
8,706
-247
-3% -$16.6K 0.01% 897
2017
Q1 		$610K Sell
8,953
-1,052
-11% -$72.6K 0.01% 868
2016
Q4 		$692K Buy
10,005
+23
+0.2% +$1.6K 0.01% 850
2016
Q3 		$726K Buy
9,982
+2,506
+34% +$192K 0.01% 861
2016
Q2 		$576K Buy
7,476
+1,162
+18% +$83.4K 0.01% 874
2016
Q1 		$454K Buy
6,314
+398
+7% +$27.5K 0.01% 906
2015
Q4 		$401K Buy
5,916
+394
+7% +$25.7K ﹤0.01% 938
2015
Q3 		$345K Sell
5,522
-271
-5% -$16.9K ﹤0.01% 1018
2015
Q2 		$341K Buy
5,793
+237
+4% +$14.2K ﹤0.01% 1044
2015
Q1 		$330K Sell
5,556
-12,409
-69% -$759K ﹤0.01% 1041
2014
Q4 		$1.1M Buy
17,965
+1,855
+12% +$111K 0.02% 625
2014
Q3 		$932K Buy
16,110
+2,465
+18% +$149K 0.02% 620
2014
Q2 		$842K Buy
13,645
+549
+4% +$34.4K 0.02% 592
2014
Q1 		$771K Buy
13,096
+1,410
+12% +$80K 0.02% 538
2013
Q4 		$670K Buy
+11,686
New +$673K 0.02% 393
2013
Q3 		– Sell
-14,228
Closed -$858K – 717
2013
Q2 		$858K Buy
+14,228
New +$858K 0.02% 428

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

United Capital Financial Advisors's K Position: Q4 2025 in Review

United Capital Financial Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 6,335 shares — an estimated $520K sold.

United Capital Financial Advisors first reported a position in K in Q2 2013 and held it in 38 quarters. The position peaked at $1.1M in Q4 2014. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • United Capital Financial Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,335 Kellanova shares in Q4 2025, an estimated $520K.
  • United Capital Financial Advisors first reported a position in Kellanova in Q2 2013 and held it in 38 quarters.
  • United Capital Financial Advisors's Kellanova position peaked at $1.1M in Q4 2014.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on United Capital Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.