TLA
KLG

Tanglewood Legacy Advisors’s WK Kellogg Co KLG Stock Holding History

Tanglewood Legacy 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
-126
Closed -$2.01K – 277
2025
Q2 		$2.01K Hold
126
– – ﹤0.01% 270
2025
Q1 		$2.51K Hold
126
– – ﹤0.01% 279
2024
Q4 		$2.27K Hold
126
– – ﹤0.01% 278
2024
Q3 		$2.16K Hold
126
– – ﹤0.01% 262
2024
Q2 		$2.07K Hold
126
– – ﹤0.01% 264
2024
Q1 		$2.37K Hold
126
– – ﹤0.01% 275
2023
Q4 		$1.66K Buy
+126
New +$1.42K ﹤0.01% 269

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

Tanglewood Legacy Advisors's KLG Position: Q3 2025 in Review

Tanglewood Legacy Advisors sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 126 shares — an estimated $2.01K sold.

Tanglewood Legacy Advisors first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $2.51K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Tanglewood Legacy Advisors reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 126 WK Kellogg Co shares in Q3 2025, an estimated $2.01K.
  • Tanglewood Legacy Advisors first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Tanglewood Legacy Advisors's WK Kellogg Co position peaked at $2.51K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.