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Capital Advisors Ltd’s KLA KLAC Stock Holding History

Capital Advisors Ltd’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 		$939K Sell
3,113
-77
-2% -$15.3K 0.09% 135
2026
Q1 		$470K Buy
3,190
+80
+3% +$11.7K 0.05% 182
2025
Q4 		$378K Buy
3,110
+70
+2% +$8.21K 0.04% 210
2025
Q3 		$328K Buy
3,040
+160
+6% +$14.9K 0.04% 223
2025
Q2 		$258K Buy
2,880
+60
+2% +$4.51K 0.03% 245
2025
Q1 		$192K Hold
2,820
– – 0.03% 277
2024
Q4 		$178K Sell
2,820
-230
-8% -$15.5K 0.02% 281
2024
Q3 		$236K Buy
3,050
+730
+31% +$57.3K 0.03% 255
2024
Q2 		$191K Buy
2,320
+80
+4% +$5.91K 0.02% 273
2024
Q1 		$156K Buy
2,240
+2,200
+5,500% +$141K 0.02% 302
2023
Q4 		$2K Hold
40
– – ﹤0.01% 1031
2023
Q3 		$2K Hold
40
– – ﹤0.01% 1015
2023
Q2 		$2K Sell
40
-20
-33% -$836 ﹤0.01% 1024
2023
Q1 		$2K Sell
60
-3,080
-98% -$121K ﹤0.01% 904
2022
Q4 		$118K Buy
3,140
+80
+3% +$2.79K 0.02% 297
2022
Q3 		$93K Buy
3,060
+40
+1% +$1.39K 0.02% 316
2022
Q2 		$96K Buy
3,020
+20
+0.7% +$672 0.02% 307
2022
Q1 		$110K Sell
3,000
-20
-0.7% -$748 0.02% 306
2021
Q4 		$130K Buy
3,020
+20
+0.7% +$772 0.02% 277
2021
Q3 		$100K Buy
+3,000
New +$100K 0.02% 276

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

Capital Advisors Ltd's KLAC Position: Q2 2026 in Review

Capital Advisors Ltd reduced its KLA (KLAC) stake by 2.4% in Q2 2026, selling an estimated $15.3K and leaving 3,113 shares worth $939K. The position accounts for 0.09% of the portfolio, ranked #135.

Capital Advisors Ltd first reported a position in KLAC in Q3 2021 and has held it in 20 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Capital Advisors Ltd held 3,113 shares of KLA worth $939K as of Q2 2026.
  • Capital Advisors Ltd sold 77 KLA shares in Q2 2026, an estimated $15.3K.
  • KLA made up 0.09% of Capital Advisors Ltd's portfolio in Q2 2026, its #135 holding.
  • Capital Advisors Ltd first reported a position in KLA in Q3 2021 and has held it in 20 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.