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Summit Financial’s Coupang CPNG Stock Holding History

Summit Financial’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 		– Sell
-41,864
Closed -$988K – 1414
2025
Q4 		$988K Sell
41,864
-4,963
-11% -$141K 0.01% 677
2025
Q3 		$1.51M Buy
+46,827
New +$1.42M 0.02% 540

Other funds holding CPNG

SIAU
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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 $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

Summit Financial's CPNG Position: Q1 2026 in Review

Summit Financial sold out of Coupang (CPNG) in Q1 2026, closing a stake of 41,864 shares — an estimated $988K sold.

Summit Financial first reported a position in CPNG in Q3 2025 and held it in 2 quarters. The position peaked at $1.51M in Q3 2025. 599 funds tracked by Wall St. Rank hold CPNG as of Q1 2026.

  • Summit Financial reported no remaining Coupang position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 41,864 Coupang shares in Q1 2026, an estimated $988K.
  • Summit Financial first reported a position in Coupang in Q3 2025 and held it in 2 quarters.
  • Summit Financial's Coupang position peaked at $1.51M in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Coupang as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.