ACG
KLAC icon

Allen Capital Group’s KLA KLAC Stock Holding History

Allen Capital Group’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3M Sell
57,440
-5,230
-8% -$1.04M 1.41% 16
2026
Q1 		$9.23M Buy
62,670
+1,430
+2% +$209K 0.83% 31
2025
Q4 		$7.44M Buy
61,240
+1,060
+2% +$124K 0.68% 35
2025
Q3 		$6.49M Buy
60,180
+3,510
+6% +$327K 0.61% 40
2025
Q2 		$5.08M Buy
56,670
+14,990
+36% +$1.13M 0.52% 47
2025
Q1 		$2.83M Buy
41,680
+7,850
+23% +$565K 0.32% 70
2024
Q4 		$2.13M Buy
+33,830
New +$2.29M 0.26% 77
2024
Q3 		– Sell
-2,490
Closed -$205K – 228
2024
Q2 		$205K Buy
+2,490
New +$184K 0.03% 207

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Allen Capital Group's KLAC Position: Q2 2026 in Review

Allen Capital Group reduced its KLA (KLAC) stake by 8.3% in Q2 2026, selling an estimated $1.04M and leaving 57,440 shares worth $17.3M. The position accounts for 1.41% of the portfolio, ranked #16.

Allen Capital Group first reported a position in KLAC in Q2 2024 and has held it in 8 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Allen Capital Group held 57,440 shares of KLA worth $17.3M as of Q2 2026.
  • Allen Capital Group sold 5,230 KLA shares in Q2 2026, an estimated $1.04M.
  • KLA made up 1.41% of Allen Capital Group's portfolio in Q2 2026, its #16 holding.
  • Allen Capital Group first reported a position in KLA in Q2 2024 and has held it in 8 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.