WW
K

Waterfront Wealth’s Kellanova K Stock Holding History

Waterfront Wealth’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
-5,713
Closed -$474K – 276
2025
Q3 		$474K Buy
5,713
+41
+0.7% +$3.26K 0.1% 194
2025
Q2 		$451K Buy
5,672
+40
+0.7% +$3.27K 0.1% 193
2025
Q1 		$465K Buy
5,632
+39
+0.7% +$3.2K 0.11% 182
2024
Q4 		$453K Buy
5,593
+39
+0.7% +$3.15K 0.11% 188
2024
Q3 		$448K Buy
5,554
+39
+0.7% +$2.78K 0.11% 187
2024
Q2 		$318K Buy
5,515
+52
+1% +$3.07K 0.09% 197
2024
Q1 		$319K Buy
5,463
+58
+1% +$3.19K 0.09% 195
2023
Q4 		$302K Sell
5,405
-293
-5% -$15.3K 0.09% 197
2023
Q3 		$264K Buy
5,698
+57
+1% +$3.39K 0.09% 202
2023
Q2 		$360K Sell
5,641
-14
-0.2% -$893 0.11% 186
2023
Q1 		$356K Buy
5,655
+51
+0.9% +$3.22K 0.12% 185
2022
Q4 		$356K Buy
5,604
+44
+0.8% +$2.99K 0.12% 186
2022
Q3 		$393K Buy
5,560
+45
+0.8% +$3.09K 0.15% 169
2022
Q2 		$369K Buy
5,515
+46
+0.8% +$2.99K 0.15% 171
2022
Q1 		$345K Buy
5,469
+51
+0.9% +$3.07K 0.12% 165
2021
Q4 		$328K Buy
5,418
+48
+0.9% +$2.83K 0.13% 153
2021
Q3 		$322K Buy
5,370
+48
+0.9% +$2.88K 0.16% 131
2021
Q2 		$321K Buy
5,322
+47
+0.9% +$2.85K 0.15% 129
2021
Q1 		$314K Buy
5,275
+48
+0.9% +$2.69K 0.16% 129
2020
Q4 		$305K Buy
+5,227
New +$314K 0.22% 103

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

Waterfront Wealth's K Position: Q4 2025 in Review

Waterfront Wealth sold out of Kellanova (K) in Q4 2025, closing a stake of 5,713 shares — an estimated $474K sold.

Waterfront Wealth first reported a position in K in Q4 2020 and held it in 20 quarters. The position peaked at $474K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Waterfront Wealth reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Waterfront Wealth sold 5,713 Kellanova shares in Q4 2025, an estimated $474K.
  • Waterfront Wealth first reported a position in Kellanova in Q4 2020 and held it in 20 quarters.
  • Waterfront Wealth's Kellanova position peaked at $474K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Waterfront Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.