MorganRosel Wealth Management’s WK Kellogg Co KLG Stock Holding History

MorganRosel 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 Q3	–	Sell	-82	Closed	-$1.31K	–	239
2025 Q2	$1.31K	Hold	82	–	–	﹤0.01%	328
2025 Q1	$1.63K	Buy	+82	New	+$1.5K	﹤0.01%	319

Other funds holding KLG

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return

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

MorganRosel Wealth Management's KLG Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 82 shares — an estimated $1.31K sold.

MorganRosel Wealth Management first reported a position in KLG in Q1 2025 and held it in 2 quarters. The position peaked at $1.63K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

MorganRosel Wealth Management reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 82 WK Kellogg Co shares in Q3 2025, an estimated $1.31K.
MorganRosel Wealth Management first reported a position in WK Kellogg Co in Q1 2025 and held it in 2 quarters.
MorganRosel Wealth Management's WK Kellogg Co position peaked at $1.63K in Q1 2025.
7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.