Clearstead Trust’s Koppers KOP Stock Holding History

Clearstead Trust’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10	Closed	-$280	–	1283
2025 Q3	$280	Hold	10	–	–	﹤0.01%	1468
2025 Q2	$322	Buy	+10	New	+$287	﹤0.01%	1413

Other funds holding KOP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

Clearstead Trust's KOP Position: Q4 2025 in Review

Clearstead Trust sold out of Koppers (KOP) in Q4 2025, closing a stake of 10 shares — an estimated $280 sold.

Clearstead Trust first reported a position in KOP in Q2 2025 and held it in 2 quarters. The position peaked at $322 in Q2 2025. 192 funds tracked by Wall St. Rank hold KOP as of Q4 2025.

Clearstead Trust reported no remaining Koppers position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 10 Koppers shares in Q4 2025, an estimated $280.
Clearstead Trust first reported a position in Koppers in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Koppers position peaked at $322 in Q2 2025.
192 funds tracked by Wall St. Rank held Koppers as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.