Polen Capital Management
CPA icon

Polen Capital Management’s Copa Holdings CPA Stock Holding History

Polen Capital 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 		$2.95M Buy
+18,948
New +$2.47M 0.03% 94
2025
Q1 		– Sell
-7,293
Closed -$641K – 121
2024
Q4 		$641K Sell
7,293
-2,335
-24% -$221K ﹤0.01% 117
2024
Q3 		$903K Sell
9,628
-1,540
-14% -$139K ﹤0.01% 107
2024
Q2 		$1.06M Sell
11,168
-2,805
-20% -$280K ﹤0.01% 99
2024
Q1 		$1.46M Buy
+13,973
New +$1.39M ﹤0.01% 93

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
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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Polen Capital Management's CPA Position: Q2 2026 in Review

Polen Capital Management opened a new position in Copa Holdings (CPA) in Q2 2026: 18,948 shares worth $2.95M. The stake represents 0.03% of the portfolio and ranks #94 among its holdings. This is a return to the name: Polen Capital Management previously reported a position in CPA as recently as Q4 2024.

Polen Capital Management first reported a position in CPA in Q1 2024 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Polen Capital Management held 18,948 shares of Copa Holdings worth $2.95M as of Q2 2026.
  • Copa Holdings was a new Polen Capital Management position in Q2 2026.
  • Copa Holdings made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #94 holding.
  • Polen Capital Management first reported a position in Copa Holdings in Q1 2024 and has held it in 5 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.