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McKinley Carter Wealth Services’s KLA KLAC Stock Holding History

McKinley Carter Wealth Services’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 		$459K Buy
3,120
+10
+0.3% +$1.46K 0.03% 224
2025
Q4 		$378K Sell
3,110
-30
-1% -$3.52K 0.02% 252
2025
Q3 		$339K Buy
3,140
+30
+1% +$2.8K 0.02% 262
2025
Q2 		$279K Buy
3,110
+10
+0.3% +$752 0.02% 266
2025
Q1 		$211K Buy
+3,100
New +$223K 0.01% 294

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

McKinley Carter Wealth Services's KLAC Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its KLA (KLAC) stake by 0.32% in Q1 2026, buying an estimated $1.46K and bringing the position to 3,120 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #224.

McKinley Carter Wealth Services first reported a position in KLAC in Q1 2025 and has held it in 5 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • McKinley Carter Wealth Services held 3,120 shares of KLA worth $459K as of Q1 2026.
  • McKinley Carter Wealth Services bought 10 KLA shares in Q1 2026, an estimated $1.46K.
  • KLA made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #224 holding.
  • McKinley Carter Wealth Services first reported a position in KLA in Q1 2025 and has held it in 5 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.