Mackenzie Financial
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Mackenzie Financial’s Copa Holdings CPA Stock Holding History

Mackenzie Financial’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
2025
Q4 		– Sell
-14,010
Closed -$1.66M – 1702
2025
Q3 		$1.66M Buy
14,010
+410
+3% +$46.9K ﹤0.01% 901
2025
Q2 		$1.5M Buy
13,600
+500
+4% +$49.4K ﹤0.01% 898
2025
Q1 		$1.21M Buy
13,100
+1,200
+10% +$111K ﹤0.01% 927
2024
Q4 		$1.05M Buy
11,900
+9,210
+342% +$874K ﹤0.01% 925
2024
Q3 		$252K Hold
2,690
– – ﹤0.01% 1267
2024
Q2 		$256K Buy
2,690
+610
+29% +$60.9K ﹤0.01% 1236
2024
Q1 		$217K Buy
+2,080
New +$207K ﹤0.01% 1309
2023
Q2 		– Sell
-6,699
Closed -$619K – 1532
2023
Q1 		$619K Buy
+6,699
New +$608K ﹤0.01% 965
2018
Q4 		– Sell
-39,600
Closed -$3.16M – 1153
2018
Q3 		$3.16M Buy
+39,600
New +$3.47M 0.01% 572
2016
Q1 		– Sell
-56,610
Closed -$2.73M – 816
2015
Q4 		$2.73M Sell
56,610
-9,590
-14% -$499K 0.02% 370
2015
Q3 		$2.78M Hold
66,200
– – 0.02% 364
2015
Q2 		$5.47M Hold
66,200
– – 0.03% 299
2015
Q1 		$6.68M Hold
66,200
– – 0.04% 290
2014
Q4 		$6.86M Hold
66,200
– – 0.04% 289
2014
Q3 		$7.1M Buy
+66,200
New +$8.82M 0.04% 283
2014
Q1 		– Sell
-6,100
Closed -$977K – 648
2013
Q4 		$977K Buy
6,100
+1,100
+22% +$166K ﹤0.01% 497
2013
Q3 		$693K Buy
5,000
+1,100
+28% +$151K ﹤0.01% 535
2013
Q2 		$511K Buy
+3,900
New +$498K ﹤0.01% 577

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Mackenzie Financial's CPA Position: Q4 2025 in Review

Mackenzie Financial sold out of Copa Holdings (CPA) in Q4 2025, closing a stake of 14,010 shares — an estimated $1.66M sold.

Mackenzie Financial first reported a position in CPA in Q2 2013 and held it in 18 quarters. The position peaked at $7.1M in Q3 2014. 283 funds tracked by Wall St. Rank hold CPA as of Q4 2025.

  • Mackenzie Financial reported no remaining Copa Holdings position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 14,010 Copa Holdings shares in Q4 2025, an estimated $1.66M.
  • Mackenzie Financial first reported a position in Copa Holdings in Q2 2013 and held it in 18 quarters.
  • Mackenzie Financial's Copa Holdings position peaked at $7.1M in Q3 2014.
  • 283 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.