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 Q2	$356K	Buy	+1,181	New	+$234K	0.1%	159
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cape Investment Advisory's KLAC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in KLA (KLAC) in Q2 2026: 1,181 shares worth $356K. The stake represents 0.1% of the portfolio and ranks #159 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KLAC as recently as Q4 2025.

Cape Investment Advisory first reported a position in KLAC in Q1 2023 and has held it in 13 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Cape Investment Advisory held 1,181 shares of KLA worth $356K as of Q2 2026.
KLA was a new Cape Investment Advisory position in Q2 2026.
KLA made up 0.1% of Cape Investment Advisory's portfolio in Q2 2026, its #159 holding.
Cape Investment Advisory first reported a position in KLA in Q1 2023 and has held it in 13 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.