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True Wealth Design’s Koppers KOP Stock Holding History

True Wealth Design’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
Q3 		$92 Hold
2
– – ﹤0.01% 2451
2026
Q2 		$90 Hold
2
– – ﹤0.01% 2551
2026
Q1 		$78 Sell
2
-2
-50% -$67 ﹤0.01% 2508
2025
Q4 		$109 Sell
4
-1
-20% -$28 ﹤0.01% 2325
2025
Q3 		$140 Sell
5
-4
-44% -$123 ﹤0.01% 2380
2025
Q2 		$290 Sell
9
-78
-90% -$2.24K ﹤0.01% 1950
2025
Q1 		$2.44K Buy
+87
New +$2.62K ﹤0.01% 939

Other funds holding KOP

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

True Wealth Design's KOP Position: Q3 2026 in Review

True Wealth Design held its Koppers (KOP) position steady in Q3 2026 at 2 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

True Wealth Design first reported a position in KOP in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.44K in Q1 2025. 12 funds tracked by Wall St. Rank hold KOP as of Q3 2026.

  • True Wealth Design held 2 shares of Koppers worth $92 as of Q3 2026.
  • True Wealth Design left its Koppers share count unchanged in Q3 2026.
  • Koppers made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2451 holding.
  • True Wealth Design first reported a position in Koppers in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Koppers position peaked at $2.44K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Koppers as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.