Creative Planning
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Creative Planning’s Coupang CPNG Stock Holding History

Creative Planning’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 		$1.95M Buy
103,146
+73,893
+253% +$1.45M ﹤0.01% 1905
2025
Q4 		$690K Buy
29,253
+3,114
+12% +$88.6K ﹤0.01% 2578
2025
Q3 		$842K Buy
26,139
+3,981
+18% +$120K ﹤0.01% 2282
2025
Q2 		$664K Buy
22,158
+4,308
+24% +$110K ﹤0.01% 2219
2025
Q1 		$391K Buy
17,850
+625
+4% +$14.5K ﹤0.01% 2520
2024
Q4 		$379K Buy
17,225
+2,818
+20% +$69.2K ﹤0.01% 2483
2024
Q3 		$354K Buy
14,407
+3,117
+28% +$69.3K ﹤0.01% 2392
2024
Q2 		$237K Sell
11,290
-4,830
-30% -$105K ﹤0.01% 2552
2024
Q1 		$287K Buy
16,120
+2,158
+15% +$35.3K ﹤0.01% 2289
2023
Q4 		$226K Sell
13,962
-2,033
-13% -$33.6K ﹤0.01% 2321
2023
Q3 		$272K Sell
15,995
-14,369
-47% -$258K ﹤0.01% 2018
2023
Q2 		$528K Buy
30,364
+13,618
+81% +$222K ﹤0.01% 1510
2023
Q1 		$268K Buy
16,746
+237
+1% +$3.67K ﹤0.01% 1898
2022
Q4 		$243K Sell
16,509
-1,700
-9% -$30K ﹤0.01% 1881
2022
Q3 		$304K Sell
18,209
-19,821
-52% -$343K ﹤0.01% 1637
2022
Q2 		$485K Buy
38,030
+14,083
+59% +$192K ﹤0.01% 1335
2022
Q1 		$423K Buy
23,947
+608
+3% +$13K ﹤0.01% 1418
2021
Q4 		$686K Sell
23,339
-7,471
-24% -$210K ﹤0.01% 1132
2021
Q3 		$858K Buy
+30,810
New +$1.06M ﹤0.01% 1024
2021
Q2 		– Sell
-10,702
Closed -$528K – 2177
2021
Q1 		$528K Buy
+10,702
New +$495K ﹤0.01% 1405

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return