PWMG
KLG

Prestige Wealth Management Group’s WK Kellogg Co KLG Stock Holding History

Prestige Wealth Management Group’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
-12
Closed -$192 – 1019
2025
Q2 		$192 Hold
12
– – ﹤0.01% 984
2025
Q1 		$240 Hold
12
– – ﹤0.01% 978
2024
Q4 		$216 Hold
12
– – ﹤0.01% 1016
2024
Q3 		$206 Hold
12
– – ﹤0.01% 1011
2024
Q2 		$198 Hold
12
– – ﹤0.01% 967
2024
Q1 		$226 Sell
12
-12
-50% -$174 ﹤0.01% 998
2023
Q4 		$316 Buy
+24
New +$270 ﹤0.01% 989

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

Prestige Wealth Management Group's KLG Position: Q3 2025 in Review

Prestige Wealth Management Group sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 12 shares — an estimated $192 sold.

Prestige Wealth Management Group first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $316 in Q4 2023. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Prestige Wealth Management Group reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 12 WK Kellogg Co shares in Q3 2025, an estimated $192.
  • Prestige Wealth Management Group first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Prestige Wealth Management Group's WK Kellogg Co position peaked at $316 in Q4 2023.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Prestige Wealth Management Group's 13F filing for Q3 2025, filed 10 Nov 2025.