CAL
KLG

Capital Advisors Ltd’s WK Kellogg Co KLG Stock Holding History

Capital Advisors Ltd’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
-30
Closed – – 1465
2025
Q2 		$0 Buy
30
+1
+3% +$17 ﹤0.01% 1493
2025
Q1 		$1K Hold
29
– – ﹤0.01% 1206
2024
Q4 		$1K Hold
29
– – ﹤0.01% 1233
2024
Q3 		$0 Hold
29
– – ﹤0.01% 1503
2024
Q2 		$0 Buy
29
+1
+4% +$20 ﹤0.01% 1520
2024
Q1 		$1K Hold
28
– – ﹤0.01% 1205
2023
Q4 		$0 Buy
+28
New +$315 ﹤0.01% 1393

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
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