KLAC β€” KLA CORP

Ownership history in Chico Wealth RIA  Β·  10 quarters on record

AI Ownership Summary

Chico Wealth RIA reported KLA CORP (KLAC) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.75% in 2024 Q2. The latest visible filing shows KLAC at 2.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KLAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chico Wealth RIA's position in KLA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KLAC was reported at 2.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.75% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chico Wealth RIA held KLAC β€” position size vs. price
% of Fund (quarterly)    KLAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,031 +10 +0.3% 2.40% $3.7M 2026-02-14 (Est.) $1462.23
2025 Q3 ADDED 3,021 +1 +0.0% 2.21% $3.3M 2025-10-21 $1144.02
2025 Q2 REDUCED 3,020 -629 -17.2% 2.14% $2.7M 2025-07-14 $917.11
2025 Q1 UNCHANGED 3,649 β€” 0% 2.15% $2.5M 2025-04-22 $631.57
2024 Q4 ADDED 3,649 +4 +0.1% 2.01% $2.3M 2025-01-22 $764.37
2024 Q3 UNCHANGED 3,645 β€” 0% 2.41% $2.8M 2024-10-23 $656.32
2024 Q2 UNCHANGED 3,645 β€” 0% 2.75% $3.0M 2024-07-22 $797.93
2024 Q1 REDUCED 3,645 -225 -5.8% 2.41% $2.5M 2024-04-18 $633.72
2023 Q4 ADDED 3,870 +2,870 +287.0% 2.34% $2.2M 2024-01-22 $611.58
2023 Q3 INITIATED 1,000 β€” β€” 0.55% $459K 2023-10-13 $476.50

FAQ About Chico Wealth RIA and KLAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chico Wealth RIA reported owning KLAC?

Chico Wealth RIA reported KLAC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported KLAC position in Chico Wealth RIA's portfolio?

The largest reported portfolio weight for KLAC was 2.75% in 2024 Q2.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2025 Q4, when Chico Wealth RIA reported 3,031 shares, equal to 2.40% of portfolio, with an estimated market value of $3.7M.

What does the chart on this KLAC ownership page compare?

The chart compares Chico Wealth RIA's quarterly KLAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Chico Wealth RIA Holdings