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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
Q3 		$495 Sell
266
-398
-60% -$1.48K ﹤0.01% 2134
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 		$1.14K 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 $67.3B AUM 21.9% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's KLC Position: Q3 2026 in Review

True Wealth Design reduced its KinderCare Learning Companies (KLC) stake by 60% in Q3 2026, selling an estimated $1.48K and leaving 266 shares worth $495. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

True Wealth Design first reported a position in KLC in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.09K in Q2 2025. 8 funds tracked by Wall St. Rank hold KLC as of Q3 2026.

  • True Wealth Design held 266 shares of KinderCare Learning Companies worth $495 as of Q3 2026.
  • True Wealth Design sold 398 KinderCare Learning Companies shares in Q3 2026, an estimated $1.48K.
  • KinderCare Learning Companies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2134 holding.
  • True Wealth Design first reported a position in KinderCare Learning Companies in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's KinderCare Learning Companies position peaked at $4.09K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held KinderCare Learning Companies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.