IFP Advisors’s WK Kellogg Co KLG Stock Holding History

IFP 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 Q4	–	Sell	-1,361	Closed	-$31.3K	–	4975
2025 Q3	$31.3K	Sell	1,361 -326	-19%	-$7.33K	﹤0.01%	2327
2025 Q2	$28K	Buy	1,687 +79	+5%	+$1.37K	﹤0.01%	2362
2025 Q1	$32.3K	Buy	1,608 +181	+13%	+$3.3K	﹤0.01%	2081
2024 Q4	$25.9K	Sell	1,427 -44	-3%	-$805	﹤0.01%	2131
2024 Q3	$25.2K	Sell	1,471 -3,219	-69%	-$55.2K	﹤0.01%	2053
2024 Q2	$77.2K	Sell	4,690 -227	-5%	-$4.61K	﹤0.01%	1476
2024 Q1	$92.4K	Buy	4,917 +87	+2%	+$1.26K	﹤0.01%	1328
2023 Q4	$63.5K	Buy	+4,830	New	+$54.4K	﹤0.01%	1443

Other funds holding KLG

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors's KLG Position: Q4 2025 in Review

IFP Advisors sold out of WK Kellogg Co (KLG) in Q4 2025, closing a stake of 1,361 shares — an estimated $31.3K sold.

IFP Advisors first reported a position in KLG in Q4 2023 and held it in 8 quarters. The position peaked at $92.4K in Q1 2024. 1 fund tracked by Wall St. Rank holds KLG as of Q4 2025.

IFP Advisors reported no remaining WK Kellogg Co position as of Q4 2025 after selling out during the quarter.
IFP Advisors sold 1,361 WK Kellogg Co shares in Q4 2025, an estimated $31.3K.
IFP Advisors first reported a position in WK Kellogg Co in Q4 2023 and held it in 8 quarters.
IFP Advisors's WK Kellogg Co position peaked at $92.4K in Q1 2024.
1 fund tracked by Wall St. Rank held WK Kellogg Co as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.