OW
KLG

Olistico Wealth’s WK Kellogg Co KLG Stock Holding History

Olistico Wealth’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
-563
Closed -$8.97K – 228
2025
Q2 		$8.97K Hold
563
– – 0.01% 267
2025
Q1 		$11.2K Hold
563
– – 0.01% 245
2024
Q4 		$10.1K Hold
563
– – 0.01% 242
2024
Q3 		$9.63K Hold
563
– – 0.01% 248
2024
Q2 		$9.27K Buy
+563
New +$11.4K 0.01% 245

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

Olistico Wealth's KLG Position: Q3 2025 in Review

Olistico Wealth sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 563 shares — an estimated $8.97K sold.

Olistico Wealth first reported a position in KLG in Q2 2024 and held it in 5 quarters. The position peaked at $11.2K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Olistico Wealth reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Olistico Wealth sold 563 WK Kellogg Co shares in Q3 2025, an estimated $8.97K.
  • Olistico Wealth first reported a position in WK Kellogg Co in Q2 2024 and held it in 5 quarters.
  • Olistico Wealth's WK Kellogg Co position peaked at $11.2K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

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