So, we are in agreement.I think the main risk is that due to being located in Russia, Kaspersky is vulnerable to pressure from Russian government, which may indeed have nothing to do with "hacking". As far as I understand, most(?) antiviruses create a depository of users' files in a cloud. Kaspersky may have been forced to give up access to this depository - either through threats, extortion or bribery. In short, this is a vulnerability that would have nothing to do with the code of their products, which could very well be up to every industry standard.
If a leak of classified information was due to legitimate activity of antivirus, Kaspersky can't be blamed for that.
Vulnerability in this case would be on users side - regardless of antivirus they should not let their secrets be uploaded in a cloud.