Mount Yale Investment Advisors’s Coupang CPNG Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-68,474	Closed	-$2.05M	–	859
2025 Q2	$2.05M	Buy	68,474 +2,498	+4%	+$64K	0.16%	127
2025 Q1	$1.45M	Sell	65,976 -1,307	-2%	-$30.4K	0.12%	149
2024 Q4	$1.48M	Sell	67,283 -14,040	-17%	-$345K	0.12%	152
2024 Q3	$2M	Buy	81,323 +8,542	+12%	+$190K	0.19%	119
2024 Q2	$1.52M	Buy	+72,781	New	+$1.58M	0.12%	163

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mount Yale Investment Advisors's CPNG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Coupang (CPNG) in Q3 2025, closing a stake of 68,474 shares — an estimated $2.05M sold.

Mount Yale Investment Advisors first reported a position in CPNG in Q2 2024 and held it in 5 quarters. The position peaked at $2.05M in Q2 2025. 678 funds tracked by Wall St. Rank hold CPNG as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Coupang position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 68,474 Coupang shares in Q3 2025, an estimated $2.05M.
Mount Yale Investment Advisors first reported a position in Coupang in Q2 2024 and held it in 5 quarters.
Mount Yale Investment Advisors's Coupang position peaked at $2.05M in Q2 2025.
678 funds tracked by Wall St. Rank held Coupang as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.