Carrera Capital Advisors’s Copa Holdings CPA Stock Holding History

Carrera Capital Advisors’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	$4.31M	Buy	37,977 +2,386	+7%	+$313K	0.66%	31
2025 Q4	$4.29M	Sell	35,591 -1,129	-3%	-$138K	0.72%	29
2025 Q3	$4.36M	Buy	+36,720	New	+$4.2M	0.78%	26

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

Carrera Capital Advisors's CPA Position: Q1 2026 in Review

Carrera Capital Advisors increased its Copa Holdings (CPA) stake by 6.7% in Q1 2026, buying an estimated $313K and bringing the position to 37,977 shares worth $4.31M. The position accounts for 0.66% of the portfolio, ranked #31.

Carrera Capital Advisors first reported a position in CPA in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.36M in Q3 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Carrera Capital Advisors held 37,977 shares of Copa Holdings worth $4.31M as of Q1 2026.
Carrera Capital Advisors bought 2,386 Copa Holdings shares in Q1 2026, an estimated $313K.
Copa Holdings made up 0.66% of Carrera Capital Advisors's portfolio in Q1 2026, its #31 holding.
Carrera Capital Advisors first reported a position in Copa Holdings in Q3 2025 and has held it in 3 quarters since.
Carrera Capital Advisors's Copa Holdings position peaked at $4.36M in Q3 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.