Carolina Wealth Advisors’s Southern Copper SCCO Stock Holding History

Carolina Wealth Advisors’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	$4.67M	Sell	26,805 -620	-2%	-$113K	1.83%	14
2026 Q1	$4.67M	Buy	27,425 +26,806	+4,331%	+$4.9M	1.95%	10
2025 Q4	$87.2K	Buy	619 +1	+0.2%	+$132	0.04%	90
2025 Q3	$73.1K	Buy	+618	New	+$60.7K	0.03%	92
2024 Q3	–	Sell	-108	Closed	-$10.9K	–	352
2024 Q2	$10.9K	Hold	108	–	–	0.01%	133
2024 Q1	$10.7K	Hold	108	–	–	0.01%	142
2023 Q4	$8.61K	Hold	108	–	–	﹤0.01%	164
2023 Q3	$7.53K	Hold	108	–	–	﹤0.01%	176
2023 Q2	$7.17K	Hold	108	–	–	﹤0.01%	167
2023 Q1	$7.63K	Hold	108	–	–	﹤0.01%	156
2022 Q4	$6K	Hold	108	–	–	﹤0.01%	166
2022 Q3	$4K	Hold	108	–	–	﹤0.01%	185
2022 Q2	$5K	Hold	108	–	–	﹤0.01%	197
2022 Q1	$8K	Hold	108	–	–	0.01%	191
2021 Q4	$6K	Hold	108	–	–	﹤0.01%	203
2021 Q3	$6K	Hold	108	–	–	﹤0.01%	201
2021 Q2	$6K	Hold	108	–	–	﹤0.01%	216
2021 Q1	$7K	Hold	108	–	–	0.01%	226
2020 Q4	$7K	Hold	108	–	–	0.01%	165
2020 Q3	$5K	Buy	+108	New	+$4.48K	﹤0.01%	172

Other funds holding SCCO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Carolina Wealth Advisors's SCCO Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Southern Copper (SCCO) stake by 2.3% in Q2 2026, selling an estimated $113K and leaving 26,805 shares worth $4.67M. The position accounts for 1.83% of the portfolio, ranked #14.

Carolina Wealth Advisors first reported a position in SCCO in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.67M in Q1 2026. 99 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Carolina Wealth Advisors held 26,805 shares of Southern Copper worth $4.67M as of Q2 2026.
Carolina Wealth Advisors sold 620 Southern Copper shares in Q2 2026, an estimated $113K.
Southern Copper made up 1.83% of Carolina Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Carolina Wealth Advisors first reported a position in Southern Copper in Q3 2020 and has held it in 20 quarters since.
Carolina Wealth Advisors's Southern Copper position peaked at $4.67M in Q1 2026.
99 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.