Loring Wolcott & Coolidge Fiduciary Advisors’s KLA KLAC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$1.21M	Hold	4,010	–	–	0.01%	160
2026 Q1	$697K	Buy	4,010 +1,000	+33%	+$146K	0.01%	202
2025 Q4	$487K	Buy	3,010 +2,320	+336%	+$272K	﹤0.01%	242
2025 Q3	$80K	Hold	690	–	–	﹤0.01%	396
2025 Q2	$61.8K	Hold	690	–	–	﹤0.01%	382
2025 Q1	$45.3K	Hold	690	–	–	﹤0.01%	385
2024 Q4	$48.5K	Buy	+690	New	+$46.6K	﹤0.01%	391
2022 Q1	–	Sell	-270	Closed	-$12K	–	681
2021 Q4	$12K	Hold	270	–	–	﹤0.01%	579
2021 Q3	$9K	Hold	270	–	–	﹤0.01%	605
2021 Q2	$9K	Buy	+270	New	+$8.65K	﹤0.01%	647
2017 Q3	–	Sell	-170	Closed	-$2K	–	849
2017 Q2	$2K	Buy	+170	New	+$1.7K	﹤0.01%	621

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KLAC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its KLA (KLAC) position steady in Q2 2026 at 4,010 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #160.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KLAC in Q2 2017 and has held it in 11 quarters since. 1,536 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,010 shares of KLA worth $1.21M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its KLA share count unchanged in Q2 2026.
KLA made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #160 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KLA in Q2 2017 and has held it in 11 quarters since.
1,536 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.