EP Wealth Advisors’s Koppers KOP Stock Holding History

EP Wealth Advisors’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
2026 Q2	$440K	Sell	9,810 -430	-4%	-$17.6K	﹤0.01%	1085
2026 Q1	$396K	Buy	+10,240	New	+$342K	﹤0.01%	1008

Other funds holding KOP

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

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EP Wealth Advisors's KOP Position: Q2 2026 in Review

EP Wealth Advisors reduced its Koppers (KOP) stake by 4.2% in Q2 2026, selling an estimated $17.6K and leaving 9,810 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

EP Wealth Advisors first reported a position in KOP in Q1 2026 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold KOP as of Q2 2026.

EP Wealth Advisors held 9,810 shares of Koppers worth $440K as of Q2 2026.
EP Wealth Advisors sold 430 Koppers shares in Q2 2026, an estimated $17.6K.
Koppers made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1085 holding.
EP Wealth Advisors first reported a position in Koppers in Q1 2026 and has held it in 2 quarters since.
216 funds tracked by Wall St. Rank held Koppers as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.