CFD
KLG

Creative Financial Designs’s WK Kellogg Co KLG Stock Holding History

Creative Financial Designs’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
-2
Closed -$33 – 2101
2025
Q2 		$33 Hold
2
– – ﹤0.01% 1996
2025
Q1 		$41 Hold
2
– – ﹤0.01% 2039
2024
Q4 		$37 Sell
2
-233
-99% -$4.26K ﹤0.01% 1781
2024
Q3 		$4.02K Hold
235
– – ﹤0.01% 1430
2024
Q2 		$3.87K Sell
235
-146
-38% -$2.96K ﹤0.01% 1378
2024
Q1 		$7.17K Buy
381
+3
+0.8% +$44 ﹤0.01% 1233
2023
Q4 		$4.96K Buy
+378
New +$4.25K ﹤0.01% 1261

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

Creative Financial Designs's KLG Position: Q3 2025 in Review

Creative Financial Designs sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 2 shares — an estimated $33 sold.

Creative Financial Designs first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $7.17K in Q1 2024. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Creative Financial Designs reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 2 WK Kellogg Co shares in Q3 2025, an estimated $33.
  • Creative Financial Designs first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Creative Financial Designs's WK Kellogg Co position peaked at $7.17K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.