IWP
KLG

IAG Wealth Partners’s WK Kellogg Co KLG Stock Holding History

IAG Wealth 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
-200
Closed -$3.19K – 527
2025
Q2 		$3.19K Hold
200
– – ﹤0.01% 423
2025
Q1 		$3.99K Buy
+200
New +$3.65K ﹤0.01% 422

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

IAG Wealth Partners's KLG Position: Q3 2025 in Review

IAG Wealth Partners sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 200 shares — an estimated $3.19K sold.

IAG Wealth Partners first reported a position in KLG in Q1 2025 and held it in 2 quarters. The position peaked at $3.99K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • IAG Wealth Partners reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 200 WK Kellogg Co shares in Q3 2025, an estimated $3.19K.
  • IAG Wealth Partners first reported a position in WK Kellogg Co in Q1 2025 and held it in 2 quarters.
  • IAG Wealth Partners's WK Kellogg Co position peaked at $3.99K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on IAG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.