Cumberland Partners’s KLA KLAC Stock Holding History

Cumberland Partners’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	$2.26M	Sell	7,500 -3,500	-32%	-$695K	0.15%	87
2026 Q1	$1.62M	Sell	11,000 -17,000	-61%	-$2.49M	0.12%	101
2025 Q4	$3.4M	Buy	28,000 +3,000	+12%	+$352K	0.21%	92
2025 Q3	$2.7M	Buy	25,000 +7,500	+43%	+$700K	0.18%	91
2025 Q2	$1.57M	Buy	+17,500	New	+$1.32M	0.11%	110
2025 Q1	–	Sell	-13,000	Closed	-$819K	–	184
2024 Q4	$819K	Buy	13,000 +2,000	+18%	+$135K	0.06%	135
2024 Q3	$852K	Buy	11,000 +1,000	+10%	+$78.5K	0.06%	143
2024 Q2	$825K	Sell	10,000 -5,000	-33%	-$369K	0.06%	140
2024 Q1	$1.05M	Sell	15,000 -8,810	-37%	-$566K	0.08%	125
2023 Q4	$1.37M	Buy	23,810 +7,500	+46%	+$390K	0.13%	109
2023 Q3	$748K	Buy	+16,310	New	+$782K	0.07%	129

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

Cumberland Partners's KLAC Position: Q2 2026 in Review

Cumberland Partners reduced its KLA (KLAC) stake by 32% in Q2 2026, selling an estimated $695K and leaving 7,500 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #87.

Cumberland Partners first reported a position in KLAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.4M in Q4 2025. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Cumberland Partners held 7,500 shares of KLA worth $2.26M as of Q2 2026.
Cumberland Partners sold 3,500 KLA shares in Q2 2026, an estimated $695K.
KLA made up 0.15% of Cumberland Partners's portfolio in Q2 2026, its #87 holding.
Cumberland Partners first reported a position in KLA in Q3 2023 and has held it in 11 quarters since.
Cumberland Partners's KLA position peaked at $3.4M in Q4 2025.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.