LFG
KLG

Larson Financial Group’s WK Kellogg Co KLG Stock Holding History

Larson Financial Group’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
-313
Closed -$4.99K – 3557
2025
Q2 		$4.99K Buy
313
+76
+32% +$1.32K ﹤0.01% 2070
2025
Q1 		$4.73K Hold
237
– – ﹤0.01% 1899
2024
Q4 		$4.26K Buy
237
+53
+29% +$970 ﹤0.01% 1706
2024
Q3 		$3.15K Hold
184
– – ﹤0.01% 1763
2024
Q2 		$3.03K Buy
184
+6
+3% +$122 ﹤0.01% 1536
2024
Q1 		$3.35K Buy
178
+92
+107% +$1.34K ﹤0.01% 1274
2023
Q4 		$1.13K Buy
+86
New +$968 ﹤0.01% 1448

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

Larson Financial Group's KLG Position: Q3 2025 in Review

Larson Financial Group sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 313 shares — an estimated $4.99K sold.

Larson Financial Group first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $4.99K in Q2 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Larson Financial Group reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 313 WK Kellogg Co shares in Q3 2025, an estimated $4.99K.
  • Larson Financial Group first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Larson Financial Group's WK Kellogg Co position peaked at $4.99K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.