OF
KLC

Optimize Financial’s KinderCare Learning Companies KLC Stock Holding History

Optimize Financial’s Portfolio KLC Stock Details KLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-81,081
Closed -$350K – 484
2025
Q4 		$350K Buy
81,081
+1,164
+1% +$5.86K 0.18% 235
2025
Q3 		$531K Buy
+79,917
New +$671K 0.28% 102

Other funds holding KLC

PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's KLC Position: Q1 2026 in Review

Optimize Financial sold out of KinderCare Learning Companies (KLC) in Q1 2026, closing a stake of 81,081 shares — an estimated $350K sold.

Optimize Financial first reported a position in KLC in Q3 2025 and held it in 2 quarters. The position peaked at $531K in Q3 2025. 110 funds tracked by Wall St. Rank hold KLC as of Q1 2026.

  • Optimize Financial reported no remaining KinderCare Learning Companies position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 81,081 KinderCare Learning Companies shares in Q1 2026, an estimated $350K.
  • Optimize Financial first reported a position in KinderCare Learning Companies in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's KinderCare Learning Companies position peaked at $531K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held KinderCare Learning Companies as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.