J.W. Coons Advisors’s KLA KLAC Stock Holding History

J.W. Coons 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
2025 Q2	$9.75M	Hold	108,820	–	–	2.21%	5
2025 Q1	$7.4M	Buy	108,820 +1,000	+0.9%	+$72K	1.95%	6
2024 Q4	$6.79M	Sell	107,820 -750	-0.7%	-$50.7K	1.75%	6
2024 Q3	$8.41M	Hold	108,570	–	–	2.1%	5
2024 Q2	$8.95M	Sell	108,570 -130	-0.1%	-$9.6K	2.16%	5
2024 Q1	$7.59M	Hold	108,700	–	–	1.72%	5
2023 Q4	$6.32M	Hold	108,700	–	–	1.71%	5
2023 Q3	$4.99M	Sell	108,700 -2,100	-2%	-$101K	1.44%	7
2023 Q2	$5.37M	Hold	110,800	–	–	1.47%	7
2023 Q1	$4.42M	Hold	110,800	–	–	1.27%	14
2022 Q4	$4.18M	Sell	110,800 -1,400	-1%	-$48.8K	1.25%	16
2022 Q3	$3.4M	Hold	112,200	–	–	1.28%	14
2022 Q2	$3.58M	Hold	112,200	–	–	1.27%	14
2022 Q1	$4.11M	Buy	112,200 +15,000	+15%	+$561K	1.22%	14
2021 Q4	$4.18M	Sell	97,200 -1,000	-1%	-$38.6K	1.26%	12
2021 Q3	$3.29M	Hold	98,200	–	–	1.13%	15
2021 Q2	$3.18M	Hold	98,200	–	–	1.13%	19
2021 Q1	$3.24M	Sell	98,200 -200	-0.2%	-$6.03K	1.16%	20
2020 Q4	$2.55M	Hold	98,400	–	–	0.97%	26
2020 Q3	$1.91M	Hold	98,400	–	–	0.79%	37
2020 Q2	$1.91M	Sell	98,400 -1,000	-1%	-$17.1K	0.85%	35
2020 Q1	$1.43M	Buy	+99,400	New	+$1.6M	0.75%	41

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

J.W. Coons Advisors's KLAC Position: Q2 2025 in Review

J.W. Coons Advisors held its KLA (KLAC) position steady in Q2 2025 at 108,820 shares worth $9.75M. The position accounts for 2.21% of the portfolio, ranked #5.

J.W. Coons Advisors first reported a position in KLAC in Q1 2020 and has held it in 22 quarters since. 1,661 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

J.W. Coons Advisors held 108,820 shares of KLA worth $9.75M as of Q2 2025.
J.W. Coons Advisors left its KLA share count unchanged in Q2 2025.
KLA made up 2.21% of J.W. Coons Advisors's portfolio in Q2 2025, its #5 holding.
J.W. Coons Advisors first reported a position in KLA in Q1 2020 and has held it in 22 quarters since.
1,661 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.