VFA
K

Valeo Financial Advisors’s Kellanova K Stock Holding History

Valeo 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
-13,448
Closed -$1.1M – 874
2025
Q3 		$1.1M Buy
13,448
+501
+4% +$39.9K 0.03% 283
2025
Q2 		$1.03M Sell
12,947
-775
-6% -$63.3K 0.03% 293
2025
Q1 		$1.13M Sell
13,722
-29
-0.2% -$2.38K 0.03% 239
2024
Q4 		$1.11M Sell
13,751
-598
-4% -$48.3K 0.03% 241
2024
Q3 		$1.16M Sell
14,349
-3,058
-18% -$218K 0.03% 234
2024
Q2 		$1M Sell
17,407
-1,124
-6% -$66.3K 0.03% 235
2024
Q1 		$1.09M Sell
18,531
-4,794
-21% -$264K 0.04% 225
2023
Q4 		$1.3M Buy
23,325
+1,342
+6% +$70.1K 0.05% 187
2023
Q3 		$1.23M Buy
21,983
+3,032
+16% +$180K 0.06% 178
2023
Q2 		$1.2M Buy
18,951
+2,941
+18% +$188K 0.05% 182
2023
Q1 		$1.01M Buy
16,010
+1,855
+13% +$117K 0.05% 212
2022
Q4 		$947K Sell
14,155
-416
-3% -$28.2K 0.05% 192
2022
Q3 		$953K Sell
14,571
-802
-5% -$55.1K 0.06% 169
2022
Q2 		$1.03M Sell
15,373
-651
-4% -$42.3K 0.06% 159
2022
Q1 		$970K Sell
16,024
-4,212
-21% -$253K 0.05% 203
2021
Q4 		$1.22M Sell
20,236
-4,303
-18% -$254K 0.07% 160
2021
Q3 		$1.47M Sell
24,539
-2,549
-9% -$153K 0.08% 144
2021
Q2 		$1.64M Buy
27,088
+2,150
+9% +$131K 0.1% 123
2021
Q1 		$1.48M Buy
24,938
+7,437
+42% +$416K 0.07% 148
2020
Q4 		$1.02M Buy
17,501
+4,672
+36% +$281K 0.05% 158
2020
Q3 		$778K Buy
12,829
+2,472
+24% +$157K 0.07% 148
2020
Q2 		$642K Buy
10,357
+1,376
+15% +$83.3K 0.06% 160
2020
Q1 		$529K Buy
8,981
+569
+7% +$34.9K 0.06% 169
2019
Q4 		$546K Buy
8,412
+2,713
+48% +$164K 0.05% 179
2019
Q3 		$344K Buy
5,699
+7
+0.1% +$400 0.04% 212
2019
Q2 		$286K Buy
5,692
+6
+0.1% +$319 0.03% 228
2019
Q1 		$306K Buy
5,686
+432
+8% +$23.1K 0.04% 220
2018
Q4 		$281K Sell
5,254
-41
-0.8% -$2.48K 0.04% 218
2018
Q3 		$326K Sell
5,295
-1,118
-17% -$75.3K 0.04% 211
2018
Q2 		$428K Sell
6,413
-491
-7% -$29.2K 0.06% 187
2018
Q1 		$421K Sell
6,904
-339
-5% -$21.4K 0.07% 168
2017
Q4 		$462K Buy
7,243
+3,426
+90% +$206K 0.08% 155
2017
Q3 		$224K Buy
+3,817
New +$241K 0.05% 192

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

Valeo Financial Advisors's K Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 13,448 shares — an estimated $1.1M sold.

Valeo Financial Advisors first reported a position in K in Q3 2017 and held it in 33 quarters. The position peaked at $1.64M in Q2 2021. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,448 Kellanova shares in Q4 2025, an estimated $1.1M.
  • Valeo Financial Advisors first reported a position in Kellanova in Q3 2017 and held it in 33 quarters.
  • Valeo Financial Advisors's Kellanova position peaked at $1.64M in Q2 2021.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.