Colonial River Investments’s KLA KLAC Stock Holding History

Colonial River Investments’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	$349K	Buy	+1,156	New	+$229K	0.1%	177
2024 Q1	–	Sell	-8,120	Closed	-$472K	–	196
2023 Q4	$472K	Buy	+8,120	New	+$423K	0.28%	101

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Colonial River Investments's KLAC Position: Q2 2026 in Review

Colonial River Investments opened a new position in KLA (KLAC) in Q2 2026: 1,156 shares worth $349K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings. This is a return to the name: Colonial River Investments previously reported a position in KLAC as recently as Q4 2023.

Colonial River Investments first reported a position in KLAC in Q4 2023 and has held it in 2 quarters since. The position peaked at $472K in Q4 2023. 771 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Colonial River Investments held 1,156 shares of KLA worth $349K as of Q2 2026.
KLA was a new Colonial River Investments position in Q2 2026.
KLA made up 0.1% of Colonial River Investments's portfolio in Q2 2026, its #177 holding.
Colonial River Investments first reported a position in KLA in Q4 2023 and has held it in 2 quarters since.
Colonial River Investments's KLA position peaked at $472K in Q4 2023.
771 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.