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Carolina Wealth Advisors’s KLA KLAC Stock Holding History

Carolina Wealth Advisors’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 		$30.2K Hold
100
– – 0.01% 135
2026
Q1 		$14.7K Buy
100
+10
+11% +$1.46K 0.01% 157
2025
Q4 		$10.9K Buy
90
+20
+29% +$2.35K ﹤0.01% 173
2025
Q3 		$7.55K Hold
70
– – ﹤0.01% 179
2025
Q2 		$6.27K Hold
70
– – ﹤0.01% 173
2025
Q1 		$4.76K Hold
70
– – ﹤0.01% 193
2024
Q4 		$4.41K Hold
70
– – ﹤0.01% 205
2024
Q3 		$5.42K Buy
+70
New +$5.49K ﹤0.01% 225

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

Carolina Wealth Advisors's KLAC Position: Q2 2026 in Review

Carolina Wealth Advisors held its KLA (KLAC) position steady in Q2 2026 at 100 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #135.

Carolina Wealth Advisors first reported a position in KLAC in Q3 2024 and has held it in 8 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Carolina Wealth Advisors held 100 shares of KLA worth $30.2K as of Q2 2026.
  • Carolina Wealth Advisors left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Carolina Wealth Advisors first reported a position in KLA in Q3 2024 and has held it in 8 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.