Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Coupang CPNG Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$2.52M Buy
133,447
+19,140
+17% +$375K 0.01% 1101
2025
Q4 		$2.7M Sell
114,307
-39,318
-26% -$1.12M 0.01% 1028
2025
Q3 		$4.95M Sell
153,625
-15,721
-9% -$475K 0.01% 721
2025
Q2 		$5.07M Buy
169,346
+24,638
+17% +$631K 0.02% 581
2025
Q1 		$3.17M Sell
144,708
-16,463
-10% -$383K 0.01% 658
2024
Q4 		$3.54M Sell
161,171
-16,572
-9% -$407K 0.01% 564
2024
Q3 		$4.36M Buy
177,743
+42,899
+32% +$954K 0.02% 471
2024
Q2 		$2.83M Buy
134,844
+2,481
+2% +$53.8K 0.01% 553
2024
Q1 		$2.35M Sell
132,363
-180
-0.1% -$2.95K 0.01% 583
2023
Q4 		$2.15M Buy
132,543
+8,150
+7% +$134K 0.01% 564
2023
Q3 		$2.12M Buy
124,393
+1,478
+1% +$26.6K 0.01% 533
2023
Q2 		$2.14M Buy
122,915
+234
+0.2% +$3.81K 0.01% 503
2023
Q1 		$1.96M Buy
122,681
+399
+0.3% +$6.18K 0.01% 482
2022
Q4 		$1.8M Buy
122,282
+111
+0.1% +$1.96K 0.01% 466
2022
Q3 		$2.04M Buy
122,171
+923
+0.8% +$16K 0.02% 418
2022
Q2 		$1.55M Buy
121,248
+2,633
+2% +$35.9K 0.01% 448
2022
Q1 		$2.1M Buy
118,615
+103,801
+701% +$2.22M 0.01% 406
2021
Q4 		$435K Buy
+14,814
New +$417K ﹤0.01% 765
2021
Q2 		$284K Hold
6,794
– – ﹤0.01% 798
2021
Q1 		$284K Buy
+6,794
New +$314K ﹤0.01% 798

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CPNG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Coupang (CPNG) stake by 17% in Q1 2026, buying an estimated $375K and bringing the position to 133,447 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #1101.

Carson Wealth (CWM LLC) first reported a position in CPNG in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.07M in Q2 2025. 603 funds tracked by Wall St. Rank hold CPNG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 133,447 shares of Coupang worth $2.52M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,140 Coupang shares in Q1 2026, an estimated $375K.
  • Coupang made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1101 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coupang in Q1 2021 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Coupang position peaked at $5.07M in Q2 2025.
  • 603 funds tracked by Wall St. Rank held Coupang as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.