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Caldwell Trust’s Coupang CPNG Stock Holding History

Caldwell Trust’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
2024
Q2 		– Sell
-4,000
Closed -$71.2K – 702
2024
Q1 		$71.2K Hold
4,000
– – 0.01% 416
2023
Q4 		$64.8K Hold
4,000
– – 0.01% 413
2023
Q3 		$68K Hold
4,000
– – 0.01% 397
2023
Q2 		$69.6K Hold
4,000
– – 0.01% 404
2023
Q1 		$64K Hold
4,000
– – 0.01% 404
2022
Q4 		$58.8K Hold
4,000
– – 0.01% 400
2022
Q3 		$66.7K Hold
4,000
– – 0.01% 388
2022
Q2 		$51K Hold
4,000
– – 0.01% 441
2022
Q1 		$70.7K Buy
+4,000
New +$85.5K 0.01% 408

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Caldwell Trust's CPNG Position: Q2 2024 in Review

Caldwell Trust sold out of Coupang (CPNG) in Q2 2024, closing a stake of 4,000 shares — an estimated $71.2K sold.

Caldwell Trust first reported a position in CPNG in Q1 2022 and held it in 9 quarters. The position peaked at $71.2K in Q1 2024. 523 funds tracked by Wall St. Rank hold CPNG as of Q2 2024.

  • Caldwell Trust reported no remaining Coupang position as of Q2 2024 after selling out during the quarter.
  • Caldwell Trust sold 4,000 Coupang shares in Q2 2024, an estimated $71.2K.
  • Caldwell Trust first reported a position in Coupang in Q1 2022 and held it in 9 quarters.
  • Caldwell Trust's Coupang position peaked at $71.2K in Q1 2024.
  • 523 funds tracked by Wall St. Rank held Coupang as of Q2 2024.

Based on Caldwell Trust's 13F filing for Q2 2024, filed 24 Sep 2025.