BROWN, LISLE/CUMMINGS, INC. K β€” KELLANOVA

Ownership history in BROWN, LISLE/CUMMINGS, INC.  Β·  6 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported KELLANOVA (K) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows K at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this K ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in KELLANOVA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

K was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROWN, LISLE/CUMMINGS, INC. held K β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 1,312 β€” 0% 0.03% $108K 2025-10-10 β€”
2025 Q2 UNCHANGED β€” β€” β€” 1,312 β€” 0% 0.03% $104K 2025-07-16 β€”
2025 Q1 UNCHANGED β€” β€” β€” 1,312 β€” 0% 0.03% $108K 2025-04-22 β€”
2024 Q4 UNCHANGED β€” β€” β€” 1,312 β€” 0% 0.03% $106K 2025-01-27 β€”
2024 Q3 UNCHANGED β€” β€” β€” 1,312 β€” 0% 0.03% $106K 2024-10-18 β€”
2024 Q2 INITIATED β€” β€” β€” 1,312 β€” β€” 0.02% $76K 2024-07-17 β€”

🏒 Other funds also holding K

As of 2026 Q1 β€” sorted by position size

Medallion Wealth Advisors, LLC 0.01% William B. Walkup & Associates, Inc. 0.0%

FAQ About BROWN, LISLE/CUMMINGS, INC. and K

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN, LISLE/CUMMINGS, INC. reported owning K?

BROWN, LISLE/CUMMINGS, INC. reported K across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported K position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for K was 0.03% in 2024 Q3.

What is the latest reported K position on this page?

The most recent filing on this page is 2025 Q3, when BROWN, LISLE/CUMMINGS, INC. reported 1,312 shares, equal to 0.03% of portfolio, with an estimated market value of $108K.

What does the chart on this K ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly K portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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