EPIM
KLG

Evelyn Partners Investment Management’s WK Kellogg Co KLG Stock Holding History

Evelyn Partners Investment Management’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
-142
Closed -$2.26K – 415
2025
Q2 		$2.26K Hold
142
– – ﹤0.01% 387
2025
Q1 		$2.83K Hold
142
– – ﹤0.01% 385
2024
Q4 		$2.56K Buy
+142
New +$2.6K ﹤0.01% 388

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 $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 $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Evelyn Partners Investment Management's KLG Position: Q3 2025 in Review

Evelyn Partners Investment Management sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 142 shares — an estimated $2.26K sold.

Evelyn Partners Investment Management first reported a position in KLG in Q4 2024 and held it in 3 quarters. The position peaked at $2.83K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Evelyn Partners Investment Management reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 142 WK Kellogg Co shares in Q3 2025, an estimated $2.26K.
  • Evelyn Partners Investment Management first reported a position in WK Kellogg Co in Q4 2024 and held it in 3 quarters.
  • Evelyn Partners Investment Management's WK Kellogg Co position peaked at $2.83K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.