TWD
KLC

True Wealth Design’s KinderCare Learning Companies KLC Stock Holding History

True Wealth Design’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
Q2 		$2.82K Buy
664
+541
+440% +$2K ﹤0.01% 1558
2026
Q1 		$271 Sell
123
-142
-54% -$535 ﹤0.01% 2252
2025
Q4 		$1.15K Buy
265
+143
+117% +$720 ﹤0.01% 1661
2025
Q3 		$811 Sell
122
-283
-70% -$2.38K ﹤0.01% 1826
2025
Q2 		$4.09K Buy
405
+399
+6,650% +$4.62K ﹤0.01% 883
2025
Q1 		$70 Buy
+6
New +$111 ﹤0.01% 2308

Other funds holding KLC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's KLC Position: Q2 2026 in Review

True Wealth Design increased its KinderCare Learning Companies (KLC) stake by 440% in Q2 2026, buying an estimated $2K and bringing the position to 664 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

True Wealth Design first reported a position in KLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.09K in Q2 2025. 7 funds tracked by Wall St. Rank hold KLC as of Q2 2026.

  • True Wealth Design held 664 shares of KinderCare Learning Companies worth $2.82K as of Q2 2026.
  • True Wealth Design bought 541 KinderCare Learning Companies shares in Q2 2026, an estimated $2K.
  • KinderCare Learning Companies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1558 holding.
  • True Wealth Design first reported a position in KinderCare Learning Companies in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's KinderCare Learning Companies position peaked at $4.09K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held KinderCare Learning Companies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.