Accredited Wealth Management’s WK Kellogg Co KLG Stock Holding History

Accredited Wealth Management’s Portfolio KLG Stock Details KLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-43	Closed	-$686	–	386
2025 Q2	$686	Hold	43	–	–	﹤0.01%	357
2025 Q1	$857	Hold	43	–	–	﹤0.01%	341
2024 Q4	$774	Buy	+43	New	+$787	﹤0.01%	340

Other funds holding KLG

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Accredited Wealth Management's KLG Position: Q3 2025 in Review

Accredited Wealth Management sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 43 shares — an estimated $686 sold.

Accredited Wealth Management first reported a position in KLG in Q4 2024 and held it in 3 quarters. The position peaked at $857 in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

Accredited Wealth Management reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
Accredited Wealth Management sold 43 WK Kellogg Co shares in Q3 2025, an estimated $686.
Accredited Wealth Management first reported a position in WK Kellogg Co in Q4 2024 and held it in 3 quarters.
Accredited Wealth Management's WK Kellogg Co position peaked at $857 in Q1 2025.
7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.