WA
K

Waverly Advisors’s Kellanova K Stock Holding History

Waverly 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
-45,620
Closed -$3.74M – 1504
2025
Q3 		$3.74M Sell
45,620
-2,547
-5% -$203K 0.04% 376
2025
Q2 		$3.83M Sell
48,167
-1,669
-3% -$136K 0.04% 355
2025
Q1 		$4.11M Sell
49,836
-251
-0.5% -$20.6K 0.05% 334
2024
Q4 		$4.06M Buy
50,087
+44,212
+753% +$3.57M 0.06% 250
2024
Q3 		$474K Sell
5,875
-1,782
-23% -$127K 0.01% 595
2024
Q2 		$442K Sell
7,657
-294
-4% -$17.3K 0.01% 603
2024
Q1 		$456K Buy
7,951
+2,751
+53% +$152K 0.01% 500
2023
Q4 		$291K Sell
5,200
-5,450
-51% -$285K 0.01% 362
2023
Q3 		$595K Buy
10,650
+5,325
+100% +$317K 0.03% 244
2023
Q2 		$337K Sell
5,325
-5,325
-50% -$340K 0.01% 285
2023
Q1 		$670K Sell
10,650
-13,053
-55% -$825K 0.04% 165
2022
Q4 		$1.59M Buy
23,703
+2
+0% +$136 0.09% 102
2022
Q3 		$1.55M Buy
+23,701
New +$1.63M 0.11% 84
2014
Q3 		– Sell
-75
Closed -$5K – 777
2014
Q2 		$5K Hold
75
– – ﹤0.01% 585
2014
Q1 		$4K Hold
75
– – ﹤0.01% 594
2013
Q4 		$4K Hold
75
– – ﹤0.01% 707
2013
Q3 		$4K Buy
+75
New +$4.47K ﹤0.01% 508

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

Waverly Advisors's K Position: Q4 2025 in Review

Waverly Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 45,620 shares — an estimated $3.74M sold.

Waverly Advisors first reported a position in K in Q3 2013 and held it in 17 quarters. The position peaked at $4.11M in Q1 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Waverly Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 45,620 Kellanova shares in Q4 2025, an estimated $3.74M.
  • Waverly Advisors first reported a position in Kellanova in Q3 2013 and held it in 17 quarters.
  • Waverly Advisors's Kellanova position peaked at $4.11M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

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