Copeland Capital Management, LLC KARO — KAROOOOO LTD ORD SHS

Ownership history in Copeland Capital Management, LLC  ·  5 quarters on record

AI Ownership Summary

Copeland Capital Management, LLC reported KAROOOOO LTD ORD SHS (KARO) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. The latest visible filing shows KARO 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 KARO 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 KAROOOOO LTD ORD SHS, 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
2026 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 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.

KARO stock page Copeland Capital Management, LLC fund profile Copeland Capital Management, LLC full holdings
How Copeland Capital Management, LLC held KARO — position size vs. price
% of Fund (quarterly)    KARO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,761 +5 +0.3% 0.00% $106K 2026-10-13 $61.57
2026 Q2 ADDED — — — 1,756 +339 +23.9% 0.00% $87K 2026-08-04 $64.69
2026 Q1 ADDED — — — 1,417 +88 +6.6% 0.00% $71K 2026-05-06 $48.75
2025 Q4 UNCHANGED — — — 1,329 — 0% 0.00% $60K 2026-01-29 $48.25
2025 Q3 INITIATED — — — 1,329 — — 0.00% $76K 2025-10-17 $43.77

🏢 Other funds also holding KARO

As of 2026 Q3 — sorted by position size

Y-Intercept (Hong Kong) Ltd 3Y 0.01% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.01% Triumph Capital Management 3Y 0.0% Farther Finance Advisors, LLC 3Y 0.0% TD Waterhouse Canada Inc. 0.0%

FAQ About Copeland Capital Management, LLC and KARO

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 KARO?

Copeland Capital Management, LLC reported KARO across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

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

The largest reported portfolio weight for KARO was 0.00% in 2026 Q3.

What is the latest reported KARO position on this page?

The most recent filing on this page is 2026 Q3, when Copeland Capital Management, LLC reported 1,761 shares, equal to 0.00% of portfolio, with an estimated market value of $106K.

What does the chart on this KARO ownership page compare?

The chart compares Copeland Capital Management, LLC's quarterly KARO 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.

How well did Copeland Capital Management, LLC time their KARO position?

Based on 13F filing dates vs. subsequent KARO price moves, Copeland Capital Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on KARO relative to SPY over the holding period was +3754.8%.

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