Copeland Capital Management’s Coterra Energy CTRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-20
Closed -$702 271
2026
Q1
$702 Sell
20
-27
-57% -$812 ﹤0.01% 255
2025
Q4
$1.24K Hold
47
﹤0.01% 291
2025
Q3
$1.11K Sell
47
-46
-49% -$1.11K ﹤0.01% 286
2025
Q2
$2.36K Hold
93
﹤0.01% 272
2025
Q1
$2.69K Sell
93
-179
-66% -$4.99K ﹤0.01% 261
2024
Q4
$6.95K Sell
272
-9
-3% -$224 ﹤0.01% 243
2024
Q3
$6.73K Buy
+281
New +$6.93K ﹤0.01% 226
2024
Q2
Sell
-332
Closed -$9.26K 171
2024
Q1
$9.26K Sell
332
-203
-38% -$5.21K ﹤0.01% 219
2023
Q4
$13.7K Sell
535
-144
-21% -$3.86K ﹤0.01% 209
2023
Q3
$18.4K Sell
679
-55
-7% -$1.5K ﹤0.01% 209
2023
Q2
$18.6K Sell
734
-38
-5% -$945 ﹤0.01% 208
2023
Q1
$19K Sell
772
-762,334
-100% -$18.7M ﹤0.01% 206
2022
Q4
$18.8M Buy
763,106
+175,770
+30% +$4.85M 0.49% 78
2022
Q3
$15.3M Sell
587,336
-5,828
-1% -$167K 0.51% 75
2022
Q2
$15.3M Sell
593,164
-114,472
-16% -$3.47M 0.49% 77
2022
Q1
$19.1M Sell
707,636
-160,352
-18% -$3.75M 0.53% 69
2021
Q4
$16.5M Sell
867,988
-9,434
-1% -$197K 0.43% 80
2021
Q3
$19.1M Buy
877,422
+24,159
+3% +$414K 0.54% 72
2021
Q2
$14.9M Sell
853,263
-120,399
-12% -$2.05M 0.45% 78
2021
Q1
$18.3M Buy
973,662
+121,010
+14% +$2.23M 0.57% 67
2020
Q4
$13.9M Buy
852,652
+122,041
+17% +$2.14M 0.55% 65
2020
Q3
$12.7M Sell
730,611
-17,809
-2% -$333K 0.56% 65
2020
Q2
$12.9M Buy
748,420
+177,506
+31% +$3.44M 0.66% 62
2020
Q1
$9.81M Buy
570,914
+12,296
+2% +$195K 0.6% 64
2019
Q4
$9.72M Buy
558,618
+11,194
+2% +$194K 0.43% 76
2019
Q3
$9.62M Buy
547,424
+110,756
+25% +$2.12M 0.49% 65
2019
Q2
$10M Buy
436,668
+63,590
+17% +$1.62M 0.56% 62
2019
Q1
$9.74M Buy
373,078
+34,813
+10% +$873K 0.62% 53
2018
Q4
$7.56M Sell
338,265
-295,529
-47% -$7.13M 0.54% 66
2018
Q3
$14.3M Buy
633,794
+124,929
+25% +$2.92M 0.86% 53
2018
Q2
$12.1M Sell
508,865
-2,707
-0.5% -$63.2K 0.71% 68
2018
Q1
$12.3M Buy
+511,572
New +$13.1M 0.79% 58

Other funds holding CTRA

Copeland Capital Management's CTRA Position: Q2 2026 in Review

Copeland Capital Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 20 shares — an estimated $702 sold.

Copeland Capital Management first reported a position in CTRA in Q1 2018 and held it in 32 quarters. The position peaked at $19.1M in Q3 2021. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Copeland Capital Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Copeland Capital Management sold 20 Coterra Energy shares in Q2 2026, an estimated $702.
  • Copeland Capital Management first reported a position in Coterra Energy in Q1 2018 and held it in 32 quarters.
  • Copeland Capital Management's Coterra Energy position peaked at $19.1M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.