Seven Mile Advisory’s Copa Holdings CPA Stock Holding History

Seven Mile 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	$334K	Sell	2,937 -141	-5%	-$18.5K	0.24%	87
2025 Q4	$371K	Buy	3,078 +8	+0.3%	+$979	0.06%	143
2025 Q3	$365K	Buy	3,070 +4	+0.1%	+$458	0.06%	176
2025 Q2	$337K	Buy	3,066 +653	+27%	+$64.5K	0.2%	104
2025 Q1	$223K	Buy	+2,413	New	+$224K	0.15%	150

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 $11.2B AUM 80.72% 1-Year Est. Return

Seven Mile Advisory's CPA Position: Q1 2026 in Review

Seven Mile Advisory reduced its Copa Holdings (CPA) stake by 4.6% in Q1 2026, selling an estimated $18.5K and leaving 2,937 shares worth $334K. The position accounts for 0.24% of the portfolio, ranked #87.

Seven Mile Advisory first reported a position in CPA in Q1 2025 and has held it in 5 quarters since. The position peaked at $371K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Seven Mile Advisory held 2,937 shares of Copa Holdings worth $334K as of Q1 2026.
Seven Mile Advisory sold 141 Copa Holdings shares in Q1 2026, an estimated $18.5K.
Copa Holdings made up 0.24% of Seven Mile Advisory's portfolio in Q1 2026, its #87 holding.
Seven Mile Advisory first reported a position in Copa Holdings in Q1 2025 and has held it in 5 quarters since.
Seven Mile Advisory's Copa Holdings position peaked at $371K in Q4 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.