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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
Q2 		$941K Hold
3,120
– – 0.05% 179
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 $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

McKinley Carter Wealth Services's KLAC Position: Q2 2026 in Review

McKinley Carter Wealth Services held its KLA (KLAC) position steady in Q2 2026 at 3,120 shares worth $941K. The position accounts for 0.05% of the portfolio, ranked #179.

McKinley Carter Wealth Services first reported a position in KLAC in Q1 2025 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • McKinley Carter Wealth Services held 3,120 shares of KLA worth $941K as of Q2 2026.
  • McKinley Carter Wealth Services left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.05% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #179 holding.
  • McKinley Carter Wealth Services first reported a position in KLA in Q1 2025 and has held it in 6 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.