WI
K

Westbourne Investments’s Kellanova K Stock Holding History

Westbourne Investments’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
Q3 		– Sell
-3,500
Closed -$278K – 146
2025
Q2 		$278K Sell
3,500
-800
-19% -$65.4K 0.15% 110
2025
Q1 		$355K Sell
4,300
-1,100
-20% -$90.3K 0.21% 96
2024
Q4 		$437K Buy
+5,400
New +$436K 0.26% 80

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westbourne Investments's K Position: Q3 2025 in Review

Westbourne Investments sold out of Kellanova (K) in Q3 2025, closing a stake of 3,500 shares — an estimated $278K sold.

Westbourne Investments first reported a position in K in Q4 2024 and held it in 3 quarters. The position peaked at $437K in Q4 2024. 894 funds tracked by Wall St. Rank hold K as of Q3 2025.

  • Westbourne Investments reported no remaining Kellanova position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 3,500 Kellanova shares in Q3 2025, an estimated $278K.
  • Westbourne Investments first reported a position in Kellanova in Q4 2024 and held it in 3 quarters.
  • Westbourne Investments's Kellanova position peaked at $437K in Q4 2024.
  • 894 funds tracked by Wall St. Rank held Kellanova as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.