Covestor
HCC icon

Covestor’s Warrior Met Coal HCC Stock Holding History

Covestor’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
Q3 		$106K Buy
1,202
+1,194
+14,925% +$109K 0.07% 317
2026
Q2 		$1K Buy
8
+6
+300% +$542 ﹤0.01% 2180
2026
Q1 		$0 Sell
2
-2,892
-100% -$260K ﹤0.01% 2470
2025
Q4 		$255K Buy
2,894
+2,299
+386% +$173K 0.13% 142
2025
Q3 		$38K Sell
595
-5,741
-91% -$328K 0.02% 1033
2025
Q2 		$290K Buy
6,336
+3,714
+142% +$172K 0.17% 71
2025
Q1 		$125K Buy
2,622
+335
+15% +$17.1K 0.08% 357
2024
Q4 		$124K Buy
2,287
+727
+47% +$46.4K 0.08% 386
2024
Q3 		$100K Sell
1,560
-2,178
-58% -$135K 0.06% 518
2024
Q2 		$235K Sell
3,738
-185
-5% -$12K 0.15% 117
2024
Q1 		$238K Sell
3,923
-1,871
-32% -$113K 0.15% 108
2023
Q4 		$353K Buy
5,794
+1,797
+45% +$94.8K 0.24% 34
2023
Q3 		$204K Buy
3,997
+102
+3% +$4.28K 0.15% 100
2023
Q2 		$152K Buy
3,895
+185
+5% +$6.7K 0.12% 232
2023
Q1 		$136K Sell
3,710
-308
-8% -$11.4K 0.12% 232
2022
Q4 		$140K Sell
4,018
-1
-0% -$35 0.11% 245
2022
Q3 		$115K Sell
4,019
-81
-2% -$2.49K 0.1% 285
2022
Q2 		$125K Buy
4,100
+87
+2% +$3.01K 0.1% 292
2022
Q1 		$149K Buy
4,013
+3,996
+23,506% +$128K 0.1% 277
2021
Q4 		$0 Buy
+17
New +$409 ﹤0.01% 2193

Other funds holding HCC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
WOCP
White Oak Capital Partners Singapore $343M AUM 6.37% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Covestor's HCC Position: Q3 2026 in Review

Covestor increased its Warrior Met Coal (HCC) stake by 14,925% in Q3 2026, buying an estimated $109K and bringing the position to 1,202 shares worth $106K. The position accounts for 0.07% of the portfolio, ranked #317.

Covestor first reported a position in HCC in Q4 2021 and has held it in 20 quarters since. The position peaked at $353K in Q4 2023. 156 funds tracked by Wall St. Rank hold HCC as of Q3 2026.

  • Covestor held 1,202 shares of Warrior Met Coal worth $106K as of Q3 2026.
  • Covestor bought 1,194 Warrior Met Coal shares in Q3 2026, an estimated $109K.
  • Warrior Met Coal made up 0.07% of Covestor's portfolio in Q3 2026, its #317 holding.
  • Covestor first reported a position in Warrior Met Coal in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Warrior Met Coal position peaked at $353K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.