FFO
KLG

Fortitude Family Office’s WK Kellogg Co KLG Stock Holding History

Fortitude Family Office’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
-50
Closed -$797 – 2068
2025
Q2 		$797 Sell
50
-26
-34% -$452 ﹤0.01% 1610
2025
Q1 		$1.51K Hold
76
– – ﹤0.01% 964
2024
Q4 		$1.37K Hold
76
– – ﹤0.01% 1088
2024
Q3 		$1.3K Hold
76
– – ﹤0.01% 1069
2024
Q2 		$1.25K Hold
76
– – ﹤0.01% 859
2024
Q1 		$1.43K Hold
76
– – ﹤0.01% 869
2023
Q4 		$999 Buy
+76
New +$855 ﹤0.01% 942

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

Fortitude Family Office's KLG Position: Q3 2025 in Review

Fortitude Family Office sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 50 shares — an estimated $797 sold.

Fortitude Family Office first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $1.51K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Fortitude Family Office reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 50 WK Kellogg Co shares in Q3 2025, an estimated $797.
  • Fortitude Family Office first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Fortitude Family Office's WK Kellogg Co position peaked at $1.51K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.