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

Rialto 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	-83	Closed	-$1.32K	–	1756
2025 Q2	$1.32K	Sell	83 -15	-15%	-$261	﹤0.01%	736
2025 Q1	$1.95K	Hold	98	–	–	﹤0.01%	536
2024 Q4	$1.76K	Buy	+98	New	+$1.79K	﹤0.01%	485

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

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

Rialto Wealth Management sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 83 shares — an estimated $1.32K sold.

Rialto Wealth Management first reported a position in KLG in Q4 2024 and held it in 3 quarters. The position peaked at $1.95K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

Rialto Wealth Management reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
Rialto Wealth Management sold 83 WK Kellogg Co shares in Q3 2025, an estimated $1.32K.
Rialto Wealth Management first reported a position in WK Kellogg Co in Q4 2024 and held it in 3 quarters.
Rialto Wealth Management's WK Kellogg Co position peaked at $1.95K in Q1 2025.
7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Rialto Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.