MWA
KLG

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

Medallion 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
-1,550
Closed -$26.4K – 1117
2025
Q2 		$26.4K Buy
1,550
+1,500
+3,000% +$26.1K 0.01% 569
2025
Q1 		$1.01K Hold
50
– – ﹤0.01% 986
2024
Q4 		$900 Buy
+50
New +$915 ﹤0.01% 939

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

Medallion Wealth Advisors's KLG Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 1,550 shares — an estimated $26.4K sold.

Medallion Wealth Advisors first reported a position in KLG in Q4 2024 and held it in 3 quarters. The position peaked at $26.4K in Q2 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 1,550 WK Kellogg Co shares in Q3 2025, an estimated $26.4K.
  • Medallion Wealth Advisors first reported a position in WK Kellogg Co in Q4 2024 and held it in 3 quarters.
  • Medallion Wealth Advisors's WK Kellogg Co position peaked at $26.4K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.