MYIA
KLG

Mount Yale Investment Advisors’s WK Kellogg Co KLG Stock Holding History

Mount Yale Investment 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
-25
Closed -$399 – 1165
2025
Q2 		$399 Buy
+25
New +$435 ﹤0.01% 1424

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

Mount Yale Investment Advisors's KLG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 25 shares — an estimated $399 sold.

Mount Yale Investment Advisors first reported a position in KLG in Q2 2025 and held it in 1 quarter. The position peaked at $399 in Q2 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 25 WK Kellogg Co shares in Q3 2025, an estimated $399.
  • Mount Yale Investment Advisors first reported a position in WK Kellogg Co in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's WK Kellogg Co position peaked at $399 in Q2 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.