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Consolidated Planning Corp’s KLA KLAC Stock Holding History

Consolidated Planning Corp’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 		$5.66M Buy
18,752
+992
+6% +$197K 0.76% 25
2026
Q1 		$2.62M Buy
+17,760
New +$2.6M 0.42% 41
2025
Q3 		– Sell
-20,260
Closed -$1.82M – 207
2025
Q2 		$1.82M Sell
20,260
-1,490
-7% -$112K 0.23% 91
2025
Q1 		$1.48M Sell
21,750
-2,230
-9% -$161K 0.2% 90
2024
Q4 		$1.51M Sell
23,980
-110
-0.5% -$7.43K 0.21% 83
2024
Q3 		$1.87M Buy
24,090
+2,440
+11% +$191K 0.28% 76
2024
Q2 		$1.79M Buy
21,650
+5,150
+31% +$380K 0.29% 77
2024
Q1 		$1.15M Buy
16,500
+9,370
+131% +$602K 0.2% 83
2023
Q4 		$414K Buy
7,130
+1,140
+19% +$59.3K 0.08% 110
2023
Q3 		$275K Buy
5,990
+420
+8% +$20.1K 0.06% 126
2023
Q2 		$270K Buy
+5,570
New +$233K 0.06% 140
2021
Q4 		– Sell
-210
Closed -$7K – 264
2021
Q3 		$7K Buy
+210
New +$7.01K ﹤0.01% 332

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Consolidated Planning Corp's KLAC Position: Q2 2026 in Review

Consolidated Planning Corp increased its KLA (KLAC) stake by 5.6% in Q2 2026, buying an estimated $197K and bringing the position to 18,752 shares worth $5.66M. The position accounts for 0.76% of the portfolio, ranked #25.

Consolidated Planning Corp first reported a position in KLAC in Q3 2021 and has held it in 12 quarters since. 2,477 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Consolidated Planning Corp held 18,752 shares of KLA worth $5.66M as of Q2 2026.
  • Consolidated Planning Corp bought 992 KLA shares in Q2 2026, an estimated $197K.
  • KLA made up 0.76% of Consolidated Planning Corp's portfolio in Q2 2026, its #25 holding.
  • Consolidated Planning Corp first reported a position in KLA in Q3 2021 and has held it in 12 quarters since.
  • 2,477 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.