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Copeland Capital Management, LLC

CIK
1541743
City
Conshohocken
State / Country
PA

Top Portfolio Positions

251 positions · $4,661,976,128 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in KWR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $32,927,285 265,051
2025-12-31 $42,323,197 308,231
2025-09-30 $49,869,877 378,519
2025-06-30 $48,179,198 430,402
2025-03-31 $51,949,450 420,269
2024-12-31 $52,837,643 375,374
2024-09-30 $65,495,263 388,719
2024-06-30 $65,525,751 386,127
2024-03-31 $67,127,217 327,051
2023-12-31 $68,007,775 318,657
2023-09-30 $52,329,120 327,057
2023-06-30 $63,482,048 325,716
2023-03-31 $51,741,754 261,388
2022-12-31 $40,825,908 244,613
2022-09-30 $30,670,209 212,427
2022-06-30 $31,439,719 210,271
2022-03-31 $36,397,069 210,619
2021-12-31 $48,254,482 209,093
2021-09-30 $49,264,141 207,236
2021-06-30 $47,871,582 201,828
2021-03-31 $41,294,881 169,401
2020-12-31 $49,197,441 194,157
2020-09-30 $37,033,198 206,072
2020-06-30 $34,192,459 184,177
2020-03-31 $26,930,597 213,261