Caldwell Sutter Capital’s Copa Holdings CPA Stock Holding History

Caldwell Sutter Capital’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.93K	Buy	51 +25	+96%	+$3.25K	﹤0.01%	642
2026 Q1	$2.95K	Buy	26 +10	+63%	+$1.31K	﹤0.01%	713
2025 Q4	$1.93K	Hold	16	–	–	﹤0.01%	751
2025 Q3	$1.9K	Buy	+16	New	+$1.83K	﹤0.01%	744
2024 Q4	–	Sell	-11	Closed	-$1.03K	–	904
2024 Q3	$1.03K	Hold	11	–	–	﹤0.01%	814
2024 Q2	$1.05K	Hold	11	–	–	﹤0.01%	824
2024 Q1	$1.15K	Hold	11	–	–	﹤0.01%	814
2023 Q4	$1.17K	Buy	+11	New	+$1.01K	﹤0.01%	817

Other funds holding CPA

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caldwell Sutter Capital's CPA Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Copa Holdings (CPA) stake by 96% in Q2 2026, buying an estimated $3.25K and bringing the position to 51 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Caldwell Sutter Capital first reported a position in CPA in Q4 2023 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Caldwell Sutter Capital held 51 shares of Copa Holdings worth $7.93K as of Q2 2026.
Caldwell Sutter Capital bought 25 Copa Holdings shares in Q2 2026, an estimated $3.25K.
Copa Holdings made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #642 holding.
Caldwell Sutter Capital first reported a position in Copa Holdings in Q4 2023 and has held it in 8 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.