Forum Financial Management’s Coupang CPNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-12,319
Closed -$291K 482
2025
Q4
$291K Sell
12,319
-72
-0.6% -$2.05K ﹤0.01% 762
2025
Q3
$399K Buy
12,391
+1,157
+10% +$35K 0.01% 574
2025
Q2
$337K Sell
11,234
-1,145
-9% -$29.3K 0.01% 606
2025
Q1
$271K Buy
+12,379
New +$288K ﹤0.01% 643

Other funds holding CPNG

Forum Financial Management's CPNG Position: Q1 2026 in Review

Forum Financial Management sold out of Coupang (CPNG) in Q1 2026, closing a stake of 12,319 shares — an estimated $291K sold.

Forum Financial Management first reported a position in CPNG in Q1 2025 and held it in 4 quarters. The position peaked at $399K in Q3 2025. 603 funds tracked by Wall St. Rank hold CPNG as of Q1 2026.

  • Forum Financial Management reported no remaining Coupang position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 12,319 Coupang shares in Q1 2026, an estimated $291K.
  • Forum Financial Management first reported a position in Coupang in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Coupang position peaked at $399K in Q3 2025.
  • 603 funds tracked by Wall St. Rank held Coupang as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.