HWA
KLG

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

HHM 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
-55
Closed -$877 – 900
2025
Q2 		$877 Hold
55
– – ﹤0.01% 817
2025
Q1 		$1.1K Hold
55
– – ﹤0.01% 824
2024
Q4 		$990 Buy
+55
New +$1.01K ﹤0.01% 855
2024
Q2 		– Sell
-112
Closed -$2.11K – 828
2024
Q1 		$2.11K Hold
112
– – ﹤0.01% 683
2023
Q4 		$1.47K Buy
+112
New +$1.26K ﹤0.01% 689

Other funds holding KLG

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Osaic Holdings
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DekaBank Deutsche Girozentrale
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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