CWP
SCCO icon

Capital Wealth Planning’s Southern Copper SCCO Stock Holding History

Capital Wealth Planning’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.2M Buy
193,008
+62,669
+48% +$11.3M 0.17% 51
2026
Q1 		$21.9M Buy
130,339
+11,210
+9% +$2.03M 0.12% 52
2025
Q4 		$17.2M Buy
119,129
+23,784
+25% +$3.11M 0.11% 46
2025
Q3 		$11.1M Buy
95,345
+48,959
+106% +$4.75M 0.08% 45
2025
Q2 		$4.47M Buy
46,386
+12,710
+38% +$1.11M 0.04% 66
2025
Q1 		$2.97M Sell
33,676
-13,283
-28% -$1.18M 0.03% 67
2024
Q4 		$4.01M Buy
46,959
+11,561
+33% +$1.14M 0.04% 50
2024
Q3 		$3.81M Buy
35,398
+12,095
+52% +$1.18M 0.04% 49
2024
Q2 		$2.32M Buy
23,303
+7,062
+43% +$743K 0.02% 70
2024
Q1 		$1.58M Buy
+16,241
New +$1.28M 0.02% 75
2013
Q4 		– Sell
-21,069
Closed -$526K – 128
2013
Q3 		$526K Hold
21,069
– – 0.24% 70
2013
Q2 		$534K Buy
+21,069
New +$619K 0.42% 40

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Wealth Planning's SCCO Position: Q2 2026 in Review

Capital Wealth Planning increased its Southern Copper (SCCO) stake by 48% in Q2 2026, buying an estimated $11.3M and bringing the position to 193,008 shares worth $33.2M. The position accounts for 0.17% of the portfolio, ranked #51.

Capital Wealth Planning first reported a position in SCCO in Q2 2013 and has held it in 12 quarters since. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Capital Wealth Planning held 193,008 shares of Southern Copper worth $33.2M as of Q2 2026.
  • Capital Wealth Planning bought 62,669 Southern Copper shares in Q2 2026, an estimated $11.3M.
  • Southern Copper made up 0.17% of Capital Wealth Planning's portfolio in Q2 2026, its #51 holding.
  • Capital Wealth Planning first reported a position in Southern Copper in Q2 2013 and has held it in 12 quarters since.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.