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 $1.47B 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