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
Q2 		$4.86M Buy
59,889
+2,770
+5% +$250K ﹤0.01% 1433
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 $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

Creative Planning's HCC Position: Q2 2026 in Review

Creative Planning increased its Warrior Met Coal (HCC) stake by 4.8% in Q2 2026, buying an estimated $250K and bringing the position to 59,889 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Creative Planning first reported a position in HCC in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.32M in Q1 2026. 344 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Creative Planning held 59,889 shares of Warrior Met Coal worth $4.86M as of Q2 2026.
  • Creative Planning bought 2,770 Warrior Met Coal shares in Q2 2026, an estimated $250K.
  • Warrior Met Coal made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1433 holding.
  • Creative Planning first reported a position in Warrior Met Coal in Q4 2022 and has held it in 15 quarters since.
  • Creative Planning's Warrior Met Coal position peaked at $5.32M in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.