GRP
KLG

Global Retirement Partners’s WK Kellogg Co KLG Stock Holding History

Global Retirement Partners’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
-204
Closed -$3.26K – 3958
2025
Q2 		$3.26K Buy
+204
New +$3.55K ﹤0.01% 3062
2024
Q4 		$3.85K Sell
214
-138
-39% -$2.52K ﹤0.01% 2807
2024
Q3 		$6.02K Sell
352
-67
-16% -$1.15K ﹤0.01% 2484
2024
Q2 		$6.89K Buy
419
+97
+30% +$1.97K ﹤0.01% 2464
2024
Q1 		$6.05K Buy
322
+1
+0.3% +$15 ﹤0.01% 2324
2023
Q4 		$4.2K Sell
321
-79
-20% -$889 ﹤0.01% 2397
2023
Q3 		$4.32K Buy
+400
New +$6.36K ﹤0.01% 2245

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

Global Retirement Partners's KLG Position: Q3 2025 in Review

Global Retirement Partners sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 204 shares — an estimated $3.26K sold.

Global Retirement Partners first reported a position in KLG in Q3 2023 and held it in 7 quarters. The position peaked at $6.89K in Q2 2024. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Global Retirement Partners reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 204 WK Kellogg Co shares in Q3 2025, an estimated $3.26K.
  • Global Retirement Partners first reported a position in WK Kellogg Co in Q3 2023 and held it in 7 quarters.
  • Global Retirement Partners's WK Kellogg Co position peaked at $6.89K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.