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 Q2	$1.51M	Buy	5,020 +790	+19%	+$157K	0.09%	192
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 +310	+6%	+$23.3K	0.04%	284
2025 Q1	$380K	Buy	5,590 +700	+14%	+$50.4K	0.03%	317
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 $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

Coastal Bridge Advisors's KLAC Position: Q2 2026 in Review

Coastal Bridge Advisors increased its KLA (KLAC) stake by 19% in Q2 2026, buying an estimated $157K and bringing the position to 5,020 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #192.

Coastal Bridge Advisors first reported a position in KLAC in Q4 2021 and has held it in 14 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Coastal Bridge Advisors held 5,020 shares of KLA worth $1.51M as of Q2 2026.
Coastal Bridge Advisors bought 790 KLA shares in Q2 2026, an estimated $157K.
KLA made up 0.09% of Coastal Bridge Advisors's portfolio in Q2 2026, its #192 holding.
Coastal Bridge Advisors first reported a position in KLA in Q4 2021 and has held it in 14 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.