Cape Investment Advisory’s Copa Holdings CPA Stock Holding History

Cape Investment Advisory’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 Q1	–	Sell	-614	Closed	-$74.1K	–	400
2025 Q4	$74.1K	Buy	+614	New	+$75.1K	0.02%	345
2025 Q3	–	Sell	-880	Closed	-$96.8K	–	915
2025 Q2	$96.8K	Buy	+880	New	+$86.9K	0.04%	272
2024 Q1	–	Sell	-26	Closed	-$2.76K	–	964
2023 Q4	$2.76K	Buy	+26	New	+$2.38K	﹤0.01%	885

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Cape Investment Advisory's CPA Position: Q1 2026 in Review

Cape Investment Advisory sold out of Copa Holdings (CPA) in Q1 2026, closing a stake of 614 shares — an estimated $74.1K sold.

Cape Investment Advisory first reported a position in CPA in Q4 2023 and held it in 3 quarters. The position peaked at $96.8K in Q2 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Cape Investment Advisory reported no remaining Copa Holdings position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 614 Copa Holdings shares in Q1 2026, an estimated $74.1K.
Cape Investment Advisory first reported a position in Copa Holdings in Q4 2023 and held it in 3 quarters.
Cape Investment Advisory's Copa Holdings position peaked at $96.8K in Q2 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.