Copeland Capital Management’s Winnebago Industries WGO Stock Holding History

Copeland Capital Management’s Portfolio WGO Stock Details WGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,596	Closed	-$64.7K	–	282
2025 Q4	$64.7K	Sell	1,596 -551	-26%	-$20.1K	﹤0.01%	194
2025 Q3	$71.8K	Sell	2,147 -19	-0.9%	-$627	﹤0.01%	182
2025 Q2	$62.8K	Buy	2,166 +304	+16%	+$9.97K	﹤0.01%	187
2025 Q1	$64.2K	Buy	+1,862	New	+$78.9K	﹤0.01%	163
2020 Q1	–	Sell	-389	Closed	-$21K	–	309
2019 Q4	$21K	Sell	389 -122	-24%	-$5.7K	﹤0.01%	167
2019 Q3	$20K	Buy	511 +12	+2%	+$437	﹤0.01%	165
2019 Q2	$19K	Hold	499	–	–	﹤0.01%	170
2019 Q1	$16K	Buy	+499	New	+$15K	﹤0.01%	175

Other funds holding WGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Copeland Capital Management's WGO Position: Q1 2026 in Review

Copeland Capital Management sold out of Winnebago Industries (WGO) in Q1 2026, closing a stake of 1,596 shares — an estimated $64.7K sold.

Copeland Capital Management first reported a position in WGO in Q1 2019 and held it in 8 quarters. The position peaked at $71.8K in Q3 2025. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

Copeland Capital Management reported no remaining Winnebago Industries position as of Q1 2026 after selling out during the quarter.
Copeland Capital Management sold 1,596 Winnebago Industries shares in Q1 2026, an estimated $64.7K.
Copeland Capital Management first reported a position in Winnebago Industries in Q1 2019 and held it in 8 quarters.
Copeland Capital Management's Winnebago Industries position peaked at $71.8K in Q3 2025.
255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.