AWM
HCC icon

Affinity Wealth Management’s Warrior Met Coal HCC Stock Holding History

Affinity Wealth Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.31M Buy
40,778
+2,646
+7% +$239K 0.43% 37
2026
Q1 		$3.55M Buy
38,132
+1,982
+5% +$178K 0.54% 34
2025
Q4 		$3.19M Buy
36,150
+2,098
+6% +$158K 0.45% 38
2025
Q3 		$2.17M Buy
+34,052
New +$1.95M 0.32% 39

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Affinity Wealth Management's HCC Position: Q2 2026 in Review

Affinity Wealth Management increased its Warrior Met Coal (HCC) stake by 6.9% in Q2 2026, buying an estimated $239K and bringing the position to 40,778 shares worth $3.31M. The position accounts for 0.43% of the portfolio, ranked #37.

Affinity Wealth Management first reported a position in HCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.55M in Q1 2026. 344 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Affinity Wealth Management held 40,778 shares of Warrior Met Coal worth $3.31M as of Q2 2026.
  • Affinity Wealth Management bought 2,646 Warrior Met Coal shares in Q2 2026, an estimated $239K.
  • Warrior Met Coal made up 0.43% of Affinity Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Affinity Wealth Management first reported a position in Warrior Met Coal in Q3 2025 and has held it in 4 quarters since.
  • Affinity Wealth Management's Warrior Met Coal position peaked at $3.55M in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.