WM
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Wishbone Management’s Copa Holdings CPA Stock Holding History

Wishbone 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
Q1 		$53.7M Hold
472,500
– – 39.59% 1
2025
Q4 		$57M Hold
472,500
– – 24.34% 2
2025
Q3 		$56.1M Hold
472,500
– – 30.18% 2
2025
Q2 		$52M Hold
472,500
– – 23.52% 2
2025
Q1 		$43.7M Buy
472,500
+52,500
+13% +$4.87M 26.21% 2
2024
Q4 		$36.9M Hold
420,000
– – 17.53% 3
2024
Q3 		$39.4M Buy
420,000
+70,000
+20% +$6.33M 14.12% 4
2024
Q2 		$33.3M Buy
+350,000
New +$34.9M 10.76% 5

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
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