JWCA
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J.W. Cole Advisors’s KLA KLAC Stock Holding History

J.W. Cole 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 		$5.32M Buy
+17,616
New +$3.5M 0.09% 233
2026
Q1 		– Sell
-12,910
Closed -$1.53M – 1163
2025
Q4 		$1.53M Sell
12,910
-480
-4% -$56.3K 0.04% 493
2025
Q3 		$1.44M Buy
13,390
+200
+2% +$18.7K 0.03% 592
2025
Q2 		$1.18M Buy
13,190
+860
+7% +$64.7K 0.03% 611
2025
Q1 		$838K Buy
12,330
+8,580
+229% +$618K 0.03% 594
2024
Q4 		$236K Buy
3,750
+780
+26% +$52.7K 0.01% 852
2024
Q3 		$230K Buy
2,970
+20
+0.7% +$1.57K 0.01% 856
2024
Q2 		$243K Sell
2,950
-170
-5% -$12.6K 0.01% 779
2024
Q1 		$218K Buy
+3,120
New +$200K 0.01% 804

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

J.W. Cole Advisors's KLAC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in KLA (KLAC) in Q2 2026: 17,616 shares worth $5.32M. The stake represents 0.09% of the portfolio and ranks #233 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in KLAC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in KLAC in Q1 2024 and has held it in 9 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • J.W. Cole Advisors held 17,616 shares of KLA worth $5.32M as of Q2 2026.
  • KLA was a new J.W. Cole Advisors position in Q2 2026.
  • KLA made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #233 holding.
  • J.W. Cole Advisors first reported a position in KLA in Q1 2024 and has held it in 9 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.