Plotkin Financial Advisors’s Coupang CPNG Stock Holding History

Plotkin Financial 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
2026 Q1	$340K	Sell	18,000 -2,000	-10%	-$39.2K	0.17%	72
2025 Q4	$472K	Hold	20,000	–	–	0.23%	63
2025 Q3	$644K	Hold	20,000	–	–	0.32%	50
2025 Q2	$599K	Hold	20,000	–	–	0.33%	46
2025 Q1	$439K	Hold	20,000	–	–	0.27%	57
2024 Q4	$440K	Hold	20,000	–	–	0.26%	58
2024 Q3	$491K	Hold	20,000	–	–	0.29%	52
2024 Q2	$419K	Hold	20,000	–	–	0.27%	56
2024 Q1	$356K	Hold	20,000	–	–	0.24%	59
2023 Q4	$324K	Hold	20,000	–	–	0.25%	60
2023 Q3	$340K	Hold	20,000	–	–	0.3%	54
2023 Q2	$348K	Hold	20,000	–	–	0.29%	55
2023 Q1	$320K	Hold	20,000	–	–	0.3%	52
2022 Q4	$294K	Hold	20,000	–	–	0.3%	51
2022 Q3	$333K	Hold	20,000	–	–	0.34%	49
2022 Q2	$255K	Hold	20,000	–	–	0.24%	59
2022 Q1	$354K	Hold	20,000	–	–	0.25%	59
2021 Q4	$588K	Hold	20,000	–	–	0.37%	44
2021 Q3	$557K	Buy	+20,000	New	+$691K	0.33%	48

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

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

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B 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

Plotkin Financial Advisors's CPNG Position: Q1 2026 in Review

Plotkin Financial Advisors reduced its Coupang (CPNG) stake by 10% in Q1 2026, selling an estimated $39.2K and leaving 18,000 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #72.

Plotkin Financial Advisors first reported a position in CPNG in Q3 2021 and has held it in 19 quarters since. The position peaked at $644K in Q3 2025. 599 funds tracked by Wall St. Rank hold CPNG as of Q1 2026.

Plotkin Financial Advisors held 18,000 shares of Coupang worth $340K as of Q1 2026.
Plotkin Financial Advisors sold 2,000 Coupang shares in Q1 2026, an estimated $39.2K.
Coupang made up 0.17% of Plotkin Financial Advisors's portfolio in Q1 2026, its #72 holding.
Plotkin Financial Advisors first reported a position in Coupang in Q3 2021 and has held it in 19 quarters since.
Plotkin Financial Advisors's Coupang position peaked at $644K in Q3 2025.
599 funds tracked by Wall St. Rank held Coupang as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.