AFA
KLG

Atlas Financial Advisors’s WK Kellogg Co KLG Stock Holding History

Atlas Financial Advisors’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
2024
Q4 		– Sell
-47,810
Closed -$818K – 49
2024
Q3 		$818K Buy
+47,810
New +$820K 1.29% 10

Other funds holding KLG

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Atlas Financial Advisors's KLG Position: Q4 2024 in Review

Atlas Financial Advisors sold out of WK Kellogg Co (KLG) in Q4 2024, closing a stake of 47,810 shares — an estimated $818K sold.

Atlas Financial Advisors first reported a position in KLG in Q3 2024 and held it in 1 quarter. The position peaked at $818K in Q3 2024. 399 funds tracked by Wall St. Rank hold KLG as of Q4 2024.

  • Atlas Financial Advisors reported no remaining WK Kellogg Co position as of Q4 2024 after selling out during the quarter.
  • Atlas Financial Advisors sold 47,810 WK Kellogg Co shares in Q4 2024, an estimated $818K.
  • Atlas Financial Advisors first reported a position in WK Kellogg Co in Q3 2024 and held it in 1 quarter.
  • Atlas Financial Advisors's WK Kellogg Co position peaked at $818K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held WK Kellogg Co as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.