PMFA
KLG

Plante Moran Financial Advisors’s WK Kellogg Co KLG Stock Holding History

Plante Moran Financial 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
-624
Closed -$9.95K – 830
2025
Q2 		$9.95K Hold
624
– – ﹤0.01% 561
2025
Q1 		$12.4K Sell
624
-83
-12% -$1.51K ﹤0.01% 535
2024
Q4 		$12.7K Sell
707
-25
-3% -$457 ﹤0.01% 547
2024
Q3 		$12.5K Hold
732
– – ﹤0.01% 584
2024
Q2 		$12K Hold
732
– – ﹤0.01% 557
2024
Q1 		$13.8K Hold
732
– – ﹤0.01% 561
2023
Q4 		$9.62K Buy
+732
New +$8.24K ﹤0.01% 561

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

Plante Moran Financial Advisors's KLG Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 624 shares — an estimated $9.95K sold.

Plante Moran Financial Advisors first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $13.8K in Q1 2024. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 624 WK Kellogg Co shares in Q3 2025, an estimated $9.95K.
  • Plante Moran Financial Advisors first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Plante Moran Financial Advisors's WK Kellogg Co position peaked at $13.8K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.