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Center for Financial Planning’s WK Kellogg Co KLG Stock Holding History

Center for Financial Planning’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
-50
Closed -$797 – 684
2025
Q2 		$797 Hold
50
– – ﹤0.01% 604
2025
Q1 		$997 Hold
50
– – ﹤0.01% 638
2024
Q4 		$900 Hold
50
– – ﹤0.01% 615
2024
Q3 		$856 Hold
50
– – ﹤0.01% 525
2024
Q2 		$823 Hold
50
– – ﹤0.01% 535
2024
Q1 		$940 Hold
50
– – ﹤0.01% 558
2023
Q4 		$657 Buy
+50
New +$563 ﹤0.01% 494

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
IFP Advisors
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

Center for Financial Planning's KLG Position: Q3 2025 in Review

Center for Financial Planning sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 50 shares — an estimated $797 sold.

Center for Financial Planning first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $997 in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Center for Financial Planning reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 50 WK Kellogg Co shares in Q3 2025, an estimated $797.
  • Center for Financial Planning first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Center for Financial Planning's WK Kellogg Co position peaked at $997 in Q1 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.