AIM
KLG

Anchor Investment Management’s WK Kellogg Co KLG Stock Holding History

Anchor Investment 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
-65
Closed -$1.04K – 1076
2025
Q2 		$1.04K Hold
65
– – ﹤0.01% 994
2025
Q1 		$1.29K Hold
65
– – ﹤0.01% 980
2024
Q4 		$1.17K Hold
65
– – ﹤0.01% 969
2024
Q3 		$1.11K Sell
65
-38
-37% -$652 ﹤0.01% 992
2024
Q2 		$1.7K Hold
103
– – ﹤0.01% 925
2024
Q1 		$1.94K Sell
103
-21
-17% -$305 ﹤0.01% 944
2023
Q4 		$1.63K Buy
+124
New +$1.4K ﹤0.01% 892

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Anchor Investment Management's KLG Position: Q3 2025 in Review

Anchor Investment Management sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 65 shares — an estimated $1.04K sold.

Anchor Investment Management first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $1.94K in Q1 2024. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Anchor Investment Management reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Anchor Investment Management sold 65 WK Kellogg Co shares in Q3 2025, an estimated $1.04K.
  • Anchor Investment Management first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Anchor Investment Management's WK Kellogg Co position peaked at $1.94K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Anchor Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.