Cape Investment Advisory’s KLA KLAC Stock Holding History

Cape Investment Advisory’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 Q1	–	Sell	-970	Closed	-$118K	–	736
2025 Q4	$118K	Buy	970 +410	+73%	+$48.1K	0.04%	274
2025 Q3	$60.4K	Buy	560 +30	+6%	+$2.8K	0.06%	207
2025 Q2	$47.5K	Sell	530 -10	-2%	-$752	0.02%	373
2025 Q1	$36.7K	Buy	540 +20	+4%	+$1.44K	0.01%	380
2024 Q4	$32.8K	Hold	520	–	–	0.01%	403
2024 Q3	$40.3K	Buy	520 +20	+4%	+$1.57K	0.02%	347
2024 Q2	$41.2K	Hold	500	–	–	0.02%	320
2024 Q1	$34.9K	Hold	500	–	–	0.02%	355
2023 Q4	$29.1K	Hold	500	–	–	0.01%	461
2023 Q3	$22.9K	Hold	500	–	–	0.01%	423
2023 Q2	$24.3K	Hold	500	–	–	0.01%	409
2023 Q1	$20K	Buy	+500	New	+$19.7K	0.01%	423

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cape Investment Advisory's KLAC Position: Q1 2026 in Review

Cape Investment Advisory sold out of KLA (KLAC) in Q1 2026, closing a stake of 970 shares — an estimated $118K sold.

Cape Investment Advisory first reported a position in KLAC in Q1 2023 and held it in 12 quarters. The position peaked at $118K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Cape Investment Advisory reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 970 KLA shares in Q1 2026, an estimated $118K.
Cape Investment Advisory first reported a position in KLA in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's KLA position peaked at $118K in Q4 2025.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.