Optimum Investment Advisors’s Coupang CPNG Stock Holding History

Optimum 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	$200K	Hold	6,200	–	–	0.08%	192
2025 Q2	$186K	Hold	6,200	–	–	0.08%	183
2025 Q1	$136K	Sell	6,200 -2,500	-29%	-$58.1K	0.06%	209
2024 Q4	$191K	Buy	8,700 +400	+5%	+$9.82K	0.08%	181
2024 Q3	$204K	Hold	8,300	–	–	0.09%	185
2024 Q2	$174K	Hold	8,300	–	–	0.08%	199
2024 Q1	$148K	Buy	+8,300	New	+$136K	0.07%	218
2022 Q1	–	Sell	-2,000	Closed	-$59K	–	844
2021 Q4	$59K	Buy	+2,000	New	+$56.3K	0.02%	432
2021 Q3	–	Sell	-500	Closed	-$21K	–	842
2021 Q2	$21K	Sell	500 -1,860	-79%	-$76.2K	0.01%	648
2021 Q1	$116K	Buy	+2,360	New	+$109K	0.03%	341

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Optimum Investment Advisors's CPNG Position: Q3 2025 in Review

Optimum Investment Advisors held its Coupang (CPNG) position steady in Q3 2025 at 6,200 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #192.

Optimum Investment Advisors first reported a position in CPNG in Q1 2021 and has held it in 10 quarters since. The position peaked at $204K in Q3 2024. 678 funds tracked by Wall St. Rank hold CPNG as of Q3 2025.

Optimum Investment Advisors held 6,200 shares of Coupang worth $200K as of Q3 2025.
Optimum Investment Advisors left its Coupang share count unchanged in Q3 2025.
Coupang made up 0.08% of Optimum Investment Advisors's portfolio in Q3 2025, its #192 holding.
Optimum Investment Advisors first reported a position in Coupang in Q1 2021 and has held it in 10 quarters since.
Optimum Investment Advisors's Coupang position peaked at $204K in Q3 2024.
678 funds tracked by Wall St. Rank held Coupang as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.