Creative Planning
HCC icon

Creative Planning’s Warrior Met Coal HCC Stock Holding History

Creative Planning’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
Q1 		$5.32M Buy
57,119
+13,503
+31% +$1.22M ﹤0.01% 1147
2025
Q4 		$3.85M Buy
43,616
+10,489
+32% +$789K ﹤0.01% 1195
2025
Q3 		$2.11M Buy
33,127
+8,751
+36% +$500K ﹤0.01% 1502
2025
Q2 		$1.12M Buy
24,376
+3,312
+16% +$154K ﹤0.01% 1759
2025
Q1 		$1.01M Sell
21,064
-74
-0.4% -$3.78K ﹤0.01% 1711
2024
Q4 		$1.15M Buy
21,138
+438
+2% +$28K ﹤0.01% 1540
2024
Q3 		$1.32M Buy
20,700
+338
+2% +$21K ﹤0.01% 1313
2024
Q2 		$1.28M Buy
20,362
+3,284
+19% +$213K ﹤0.01% 1246
2024
Q1 		$1.04M Buy
17,078
+403
+2% +$24.4K ﹤0.01% 1321
2023
Q4 		$1.02M Buy
16,675
+999
+6% +$52.7K ﹤0.01% 1220
2023
Q3 		$801K Sell
15,676
-712
-4% -$29.9K ﹤0.01% 1278
2023
Q2 		$638K Buy
16,388
+1,291
+9% +$46.8K ﹤0.01% 1405
2023
Q1 		$554K Buy
15,097
+17
+0.1% +$629 ﹤0.01% 1403
2022
Q4 		$522K Buy
+15,080
New +$533K ﹤0.01% 1400

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Creative Planning's HCC Position: Q1 2026 in Review

Creative Planning increased its Warrior Met Coal (HCC) stake by 31% in Q1 2026, buying an estimated $1.22M and bringing the position to 57,119 shares worth $5.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Creative Planning first reported a position in HCC in Q4 2022 and has held it in 14 quarters since. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Creative Planning held 57,119 shares of Warrior Met Coal worth $5.32M as of Q1 2026.
  • Creative Planning bought 13,503 Warrior Met Coal shares in Q1 2026, an estimated $1.22M.
  • Warrior Met Coal made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1147 holding.
  • Creative Planning first reported a position in Warrior Met Coal in Q4 2022 and has held it in 14 quarters since.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.