VAC β€” MARRIOTT VACATIONS WORLDWIDE C

Ownership history in Copeland Capital Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Copeland Capital Management, LLC reported MARRIOTT VACATIONS WORLDWIDE C (VAC) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows VAC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copeland Capital Management, LLC's position in MARRIOTT VACATIONS WORLDWIDE C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VAC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Copeland Capital Management, LLC held VAC β€” position size vs. price
% of Fund (quarterly)    VAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 792 -476 -37.5% 0.00% $53K 2025-10-17 $65.20
2025 Q2 INITIATED 1,268 β€” β€” 0.00% $92K 2025-07-21 $76.82

FAQ About Copeland Capital Management, LLC and VAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copeland Capital Management, LLC reported owning VAC?

Copeland Capital Management, LLC reported VAC across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported VAC position in Copeland Capital Management, LLC's portfolio?

The largest reported portfolio weight for VAC was 0.00% in 2025 Q2.

What is the latest reported VAC position on this page?

The most recent filing on this page is 2025 Q3, when Copeland Capital Management, LLC reported 792 shares, equal to 0.00% of portfolio, with an estimated market value of $53K.

What does the chart on this VAC ownership page compare?

The chart compares Copeland Capital Management, LLC's quarterly VAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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