EWA
KLG

EverSource Wealth Advisors’s WK Kellogg Co KLG Stock Holding History

EverSource Wealth Advisors’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
-389
Closed -$6.2K – 4411
2025
Q2 		$6.2K Sell
389
-157
-29% -$2.73K ﹤0.01% 3063
2025
Q1 		$10.9K Sell
546
-24
-4% -$438 ﹤0.01% 2070
2024
Q4 		$10.3K Sell
570
-21
-4% -$384 ﹤0.01% 1977
2024
Q3 		$10.1K Buy
591
+33
+6% +$566 ﹤0.01% 1859
2024
Q2 		$9.82K Buy
558
+405
+265% +$8.22K ﹤0.01% 1862
2024
Q1 		$3.57K Hold
153
– – ﹤0.01% 2196
2023
Q4 		$2.01K Buy
+153
New +$1.72K ﹤0.01% 2165

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

EverSource Wealth Advisors's KLG Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 389 shares — an estimated $6.2K sold.

EverSource Wealth Advisors first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $10.9K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 389 WK Kellogg Co shares in Q3 2025, an estimated $6.2K.
  • EverSource Wealth Advisors first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • EverSource Wealth Advisors's WK Kellogg Co position peaked at $10.9K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.