Back to CPNG
Heritage Wealth Management, Inc. /CA/ → CPNG
Heritage Wealth Management, Inc. /CA/ CPNG Position History
Coupang, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$588K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $800K |
| Q1 2026 | $804K |
| Q2 2026 | $736K |
| Q3 2026 | $588K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $588K | 42.4K | — | — |
| Q2 2026 | $736K | 42.4K | — | — |
| Q1 2026 | $804K | 42.6K | — | — |
| Q4 2025 | $800K | 33.9K | — | — |
| Q3 2025 | $1.1M | 33.9K | — | — |
Other funds holding CPNG
$1.5B
$1.4B
$1.4B
$1.4B
$1.3B
$1.3B
$1.2B
$1.2B