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Copeland Capital Management, LLC

CIK
1541743
City
Conshohocken
State / Country
PA

Top Portfolio Positions

251 positions · $4,496,523,190 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in LKFN

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $34,793,166 606,364
2025-12-31 $35,130,700 615,680
2025-09-30 $41,841,643 651,739
2025-06-30 $42,345,870 689,111
2025-03-31 $44,022,571 740,622
2024-12-31 $52,545,429 764,186
2024-09-30 $48,575,547 745,939
2024-06-30 $45,808,776 744,616
2024-03-31 $49,100,210 740,353
2023-12-31 $47,499,945 728,974
2023-09-30 $34,958,324 736,585
2023-06-30 $26,752,375 551,368
2023-03-31 $34,293,144 547,464
2022-12-31 $40,854,589 559,882
2022-09-30 $37,896,658 520,487
2022-06-30 $34,058,382 512,773
2022-03-31 $37,617,922 515,314
2021-12-31 $40,546,272 505,943
2021-09-30 $35,041,317 491,877
2021-06-30 $29,623,197 480,584
2021-03-31 $32,635,331 471,677
2020-12-31 $25,163,632 469,646
2020-09-30 $20,840,937 505,848
2020-06-30 $19,663,402 422,052
2020-03-31 $16,128,546 438,872