McGowan Group Asset Management’s Copa Holdings CPA Stock Holding History

McGowan Group Asset Management’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	$3.53M	Buy	22,714 +1,734	+8%	+$226K	0.43%	42
2026 Q1	$2.38M	Buy	20,980 +771	+4%	+$101K	0.3%	43
2025 Q4	$2.44M	Buy	20,209 +2,069	+11%	+$253K	0.3%	45
2025 Q3	$2.16M	Buy	18,140 +724	+4%	+$82.8K	0.27%	46
2025 Q2	$1.92M	Buy	+17,416	New	+$1.72M	0.24%	52

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

McGowan Group Asset Management's CPA Position: Q2 2026 in Review

McGowan Group Asset Management increased its Copa Holdings (CPA) stake by 8.3% in Q2 2026, buying an estimated $226K and bringing the position to 22,714 shares worth $3.53M. The position accounts for 0.43% of the portfolio, ranked #42.

McGowan Group Asset Management first reported a position in CPA in Q2 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

McGowan Group Asset Management held 22,714 shares of Copa Holdings worth $3.53M as of Q2 2026.
McGowan Group Asset Management bought 1,734 Copa Holdings shares in Q2 2026, an estimated $226K.
Copa Holdings made up 0.43% of McGowan Group Asset Management's portfolio in Q2 2026, its #42 holding.
McGowan Group Asset Management first reported a position in Copa Holdings in Q2 2025 and has held it in 5 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.