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 $1.47B 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