IHWM
KLG

Iron Horse Wealth Management’s WK Kellogg Co KLG Stock Holding History

Iron Horse Wealth Management’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
Q2 		$191 Hold
12
– – ﹤0.01% 567
2025
Q1 		$239 Hold
12
– – ﹤0.01% 574
2024
Q4 		$216 Hold
12
– – ﹤0.01% 484
2024
Q3 		$205 Hold
12
– – ﹤0.01% 484
2024
Q2 		$198 Hold
12
– – ﹤0.01% 463
2024
Q1 		$226 Hold
12
– – ﹤0.01% 447
2023
Q4 		$158 Buy
+12
New +$135 ﹤0.01% 481

Other funds holding KLG

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Iron Horse Wealth Management's KLG Position: Q2 2025 in Review

Iron Horse Wealth Management held its WK Kellogg Co (KLG) position steady in Q2 2025 at 12 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Iron Horse Wealth Management first reported a position in KLG in Q4 2023 and has held it in 7 quarters since. The position peaked at $239 in Q1 2025. 379 funds tracked by Wall St. Rank hold KLG as of Q2 2025.

  • Iron Horse Wealth Management held 12 shares of WK Kellogg Co worth $191 as of Q2 2025.
  • Iron Horse Wealth Management left its WK Kellogg Co share count unchanged in Q2 2025.
  • WK Kellogg Co made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #567 holding.
  • Iron Horse Wealth Management first reported a position in WK Kellogg Co in Q4 2023 and has held it in 7 quarters since.
  • Iron Horse Wealth Management's WK Kellogg Co position peaked at $239 in Q1 2025.
  • 379 funds tracked by Wall St. Rank held WK Kellogg Co as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.