Colonial Trust Advisors’s KLA KLAC Stock Holding History

Colonial Trust 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	$112K	Buy	370 +20	+6%	+$3.97K	0.01%	265
2026 Q1	$51.6K	Hold	350	–	–	﹤0.01%	347
2025 Q4	$42.6K	Hold	350	–	–	﹤0.01%	361
2025 Q3	$37.8K	Sell	350 -150	-30%	-$14K	﹤0.01%	369
2025 Q2	$44.8K	Hold	500	–	–	﹤0.01%	353
2025 Q1	$34K	Sell	500 -50	-9%	-$3.6K	﹤0.01%	374
2024 Q4	$34.7K	Hold	550	–	–	﹤0.01%	358
2024 Q3	$42.6K	Hold	550	–	–	﹤0.01%	354
2024 Q2	$45.3K	Sell	550 -10	-2%	-$739	﹤0.01%	336
2024 Q1	$39.1K	Sell	560 -40	-7%	-$2.57K	﹤0.01%	361
2023 Q4	$34.9K	Sell	600 -910	-60%	-$47.4K	﹤0.01%	357
2023 Q3	$69.3K	Buy	1,510 +140	+10%	+$6.71K	0.01%	292
2023 Q2	$66.4K	Hold	1,370	–	–	0.01%	300
2023 Q1	$54.7K	Buy	1,370 +890	+185%	+$35.1K	0.01%	320
2022 Q4	$18.1K	Buy	+480	New	+$16.7K	﹤0.01%	434

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

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

Colonial Trust Advisors's KLAC Position: Q2 2026 in Review

Colonial Trust Advisors increased its KLA (KLAC) stake by 5.7% in Q2 2026, buying an estimated $3.97K and bringing the position to 370 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #265.

Colonial Trust Advisors first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Colonial Trust Advisors held 370 shares of KLA worth $112K as of Q2 2026.
Colonial Trust Advisors bought 20 KLA shares in Q2 2026, an estimated $3.97K.
KLA made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #265 holding.
Colonial Trust Advisors first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.