Kestra Advisory Services’s Coupang CPNG Stock Holding History

Kestra Advisory Services’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	$1.01M	Buy	53,466 +8,179	+18%	+$160K	﹤0.01%	1726
2025 Q4	$1.07M	Buy	45,287 +5,192	+13%	+$148K	﹤0.01%	1609
2025 Q3	$1.29M	Buy	40,095 +29,398	+275%	+$889K	0.01%	1416
2025 Q2	$320K	Buy	+10,697	New	+$274K	﹤0.01%	2290
2025 Q1	–	Sell	-13,426	Closed	-$295K	–	2784
2024 Q4	$295K	Sell	13,426 -4,672	-26%	-$115K	﹤0.01%	2230
2024 Q3	$444K	Sell	18,098 -6,654	-27%	-$148K	﹤0.01%	1840
2024 Q2	$519K	Buy	+24,752	New	+$537K	﹤0.01%	1754
2022 Q4	–	Sell	-12,774	Closed	-$213K	–	2268
2022 Q3	$213K	Sell	12,774 -343	-3%	-$5.93K	﹤0.01%	1835
2022 Q2	$167K	Sell	13,117 -3,829	-23%	-$52.2K	﹤0.01%	1921
2022 Q1	$300K	Buy	16,946 +5,051	+42%	+$108K	﹤0.01%	1592
2021 Q4	$349K	Buy	11,895 +3,632	+44%	+$102K	﹤0.01%	1521
2021 Q3	$230K	Buy	8,263 +691	+9%	+$23.9K	﹤0.01%	1886
2021 Q2	$317K	Buy	+7,572	New	+$310K	﹤0.01%	1538

Other funds holding CPNG

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return