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Copeland Capital Management’s Western Digital WDC Stock Holding History

Copeland Capital Management’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Buy
+1,739
New +$846K 0.02% 126

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Copeland Capital Management opened a new position in Western Digital (WDC) in Q2 2026: 1,739 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #126 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Copeland Capital Management held 1,739 shares of Western Digital worth $1.11M as of Q2 2026.
  • Western Digital was a new Copeland Capital Management position in Q2 2026.
  • Western Digital made up 0.02% of Copeland Capital Management's portfolio in Q2 2026, its #126 holding.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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