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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

J.W. Cole Advisors's KLAC Position: Q1 2026 in Review

J.W. Cole Advisors sold out of KLA (KLAC) in Q1 2026, closing a stake of 12,910 shares — an estimated $1.53M sold.

J.W. Cole Advisors first reported a position in KLAC in Q1 2024 and held it in 8 quarters. The position peaked at $1.53M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • J.W. Cole Advisors reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 12,910 KLA shares in Q1 2026, an estimated $1.53M.
  • J.W. Cole Advisors first reported a position in KLA in Q1 2024 and held it in 8 quarters.
  • J.W. Cole Advisors's KLA position peaked at $1.53M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.