Coastline Complete Wealth’s KLA KLAC Stock Holding History

Coastline Complete Wealth’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	$402K	Hold	2,730	–	–	0.25%	41
2025 Q4	$332K	Buy	+2,730	New	+$320K	0.21%	41

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 $3.37T AUM 44.26% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Coastline Complete Wealth's KLAC Position: Q1 2026 in Review

Coastline Complete Wealth held its KLA (KLAC) position steady in Q1 2026 at 2,730 shares worth $402K. The position accounts for 0.25% of the portfolio, ranked #41.

Coastline Complete Wealth first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Coastline Complete Wealth held 2,730 shares of KLA worth $402K as of Q1 2026.
Coastline Complete Wealth left its KLA share count unchanged in Q1 2026.
KLA made up 0.25% of Coastline Complete Wealth's portfolio in Q1 2026, its #41 holding.
Coastline Complete Wealth first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.