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Baker Tilly Wealth Management’s Coupang CPNG Stock Holding History

Baker Tilly Wealth Management’s Portfolio CPNG Stock Details CPNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,457
Closed -$240K – 286
2025
Q3 		$240K Buy
7,457
+23
+0.3% +$695 0.05% 244
2025
Q2 		$223K Buy
+7,434
New +$190K 0.08% 218

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Baker Tilly Wealth Management's CPNG Position: Q4 2025 in Review

Baker Tilly Wealth Management sold out of Coupang (CPNG) in Q4 2025, closing a stake of 7,457 shares — an estimated $240K sold.

Baker Tilly Wealth Management first reported a position in CPNG in Q2 2025 and held it in 2 quarters. The position peaked at $240K in Q3 2025. 655 funds tracked by Wall St. Rank hold CPNG as of Q4 2025.

  • Baker Tilly Wealth Management reported no remaining Coupang position as of Q4 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 7,457 Coupang shares in Q4 2025, an estimated $240K.
  • Baker Tilly Wealth Management first reported a position in Coupang in Q2 2025 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Coupang position peaked at $240K in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Coupang as of Q4 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.