Coastal Bridge Advisors’s KLA KLAC Stock Holding History

Coastal Bridge 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 Q1	$623K	Sell	4,230 -740	-15%	-$108K	0.04%	286
2025 Q4	$603K	Hold	4,970	–	–	0.05%	289
2025 Q3	$536K	Sell	4,970 -930	-16%	-$86.8K	0.04%	289
2025 Q2	$528K	Buy	+5,900	New	+$444K	0.04%	284
2025 Q1	–	Sell	-4,890	Closed	-$308K	–	337
2024 Q4	$308K	Hold	4,890	–	–	0.08%	114
2024 Q3	$379K	Hold	4,890	–	–	0.09%	108
2024 Q2	$403K	Buy	4,890 +30	+0.6%	+$2.22K	0.1%	102
2024 Q1	$340K	Hold	4,860	–	–	0.08%	113
2023 Q4	$283K	Hold	4,860	–	–	0.07%	121
2023 Q3	$223K	Hold	4,860	–	–	0.06%	132
2023 Q2	$236K	Buy	+4,860	New	+$203K	0.06%	129
2022 Q1	–	Sell	-4,860	Closed	-$209K	–	193
2021 Q4	$209K	Buy	+4,860	New	+$188K	0.04%	178

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

Coastal Bridge Advisors's KLAC Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its KLA (KLAC) stake by 15% in Q1 2026, selling an estimated $108K and leaving 4,230 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #286.

Coastal Bridge Advisors first reported a position in KLAC in Q4 2021 and has held it in 12 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Coastal Bridge Advisors held 4,230 shares of KLA worth $623K as of Q1 2026.
Coastal Bridge Advisors sold 740 KLA shares in Q1 2026, an estimated $108K.
KLA made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #286 holding.
Coastal Bridge Advisors first reported a position in KLA in Q4 2021 and has held it in 12 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.