Creative Planning’s Southern Copper SCCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.3M | Buy |
107,499
+13,034
| +14% | +$2.38M | 0.01% | 479 |
|
|
2025
Q4 | $13.3M | Buy |
94,465
+10,453
| +12% | +$1.38M | 0.01% | 514 |
|
|
2025
Q3 | $9.93M | Buy |
84,012
+11,238
| +15% | +$1.1M | 0.01% | 566 |
|
|
2025
Q2 | $7.1M | Buy |
72,774
+14,020
| +24% | +$1.23M | 0.01% | 635 |
|
|
2025
Q1 | $5.24M | Buy |
58,754
+3,318
| +6% | +$298K | ﹤0.01% | 690 |
|
|
2024
Q4 | $4.79M | Buy |
55,436
+3,045
| +6% | +$304K | ﹤0.01% | 683 |
|
|
2024
Q3 | $5.71M | Buy |
52,391
+1,941
| +4% | +$191K | 0.01% | 598 |
|
|
2024
Q2 | $5.09M | Buy |
50,450
+1,940
| +4% | +$206K | 0.01% | 609 |
|
|
2024
Q1 | $4.79M | Buy |
48,510
+2,324
| +5% | +$186K | 0.01% | 616 |
|
|
2023
Q4 | $3.69M | Buy |
46,186
+2,272
| +5% | +$158K | 0.01% | 659 |
|
|
2023
Q3 | $3.07M | Sell |
43,914
-3,919
| -8% | -$286K | ﹤0.01% | 683 |
|
|
2023
Q2 | $3.18M | Buy |
47,833
+6,865
| +17% | +$468K | ﹤0.01% | 657 |
|
|
2023
Q1 | $2.9M | Sell |
40,968
-22,385
| -35% | -$1.52M | ﹤0.01% | 654 |
|
|
2022
Q4 | $3.55M | Buy |
63,353
+27,411
| +76% | +$1.4M | 0.01% | 571 |
|
|
2022
Q3 | $1.49M | Sell |
35,942
-15,861
| -31% | -$702K | ﹤0.01% | 792 |
|
|
2022
Q2 | $2.39M | Buy |
51,803
+20,374
| +65% | +$1.18M | ﹤0.01% | 660 |
|
|
2022
Q1 | $2.21M | Sell |
31,429
-1,501
| -5% | -$96.1K | ﹤0.01% | 682 |
|
|
2021
Q4 | $1.88M | Sell |
32,930
-51,348
| -61% | -$2.87M | ﹤0.01% | 704 |
|
|
2021
Q3 | $4.39M | Buy |
84,278
+53,172
| +171% | +$3.08M | 0.01% | 449 |
|
|
2021
Q2 | $1.85M | Sell |
31,106
-1,014
| -3% | -$65.9K | ﹤0.01% | 708 |
|
|
2021
Q1 | $2.02M | Buy |
32,120
+3,712
| +13% | +$247K | ﹤0.01% | 724 |
|
|
2020
Q4 | $1.72M | Sell |
28,408
-237
| -0.8% | -$12.2K | ﹤0.01% | 732 |
|
|
2020
Q3 | $1.2M | Sell |
28,645
-557
| -2% | -$23.1K | ﹤0.01% | 734 |
|
|
2020
Q2 | $1.08M | Sell |
29,202
-10,193
| -26% | -$323K | ﹤0.01% | 724 |
|
|
2020
Q1 | $1.03M | Buy |
39,395
+3,168
| +9% | +$106K | ﹤0.01% | 636 |
|
|
2019
Q4 | $1.43M | Sell |
36,227
-2,616
| -7% | -$91.1K | ﹤0.01% | 643 |
|
|
2019
Q3 | $1.23M | Sell |
38,843
-72
| -0.2% | -$2.28K | ﹤0.01% | 666 |
|
|
2019
Q2 | $1.4M | Buy |
38,915
+859
| +2% | +$29.9K | ﹤0.01% | 618 |
|
|
2019
Q1 | $1.4M | Sell |
38,056
-83
| -0.2% | -$2.65K | 0.01% | 600 |
|
|
2018
Q4 | $1.09M | Buy |
38,139
+259
| +0.7% | +$8.74K | ﹤0.01% | 638 |
|
|
2018
Q3 | $1.51M | Buy |
37,880
+18,672
| +97% | +$768K | 0.01% | 568 |
|
|
2018
Q2 | $835K | Buy |
19,208
+2,113
| +12% | +$101K | ﹤0.01% | 840 |
|
|
2018
Q1 | $859K | Buy |
17,095
+627
| +4% | +$29.7K | ﹤0.01% | 815 |
|
|
2017
Q4 | $724K | Buy |
16,468
+4,649
| +39% | +$187K | ﹤0.01% | 879 |
|
|
2017
Q3 | $436K | Buy |
11,819
+3,748
| +46% | +$136K | ﹤0.01% | 1116 |
|
|
2017
Q2 | $259K | Sell |
8,071
-7,938
| -50% | -$257K | ﹤0.01% | 1371 |
|
|
2017
Q1 | $533K | Buy |
16,009
+1,545
| +11% | +$52.3K | ﹤0.01% | 953 |
|
|
2016
Q4 | $428K | Sell |
14,464
-2,811
| -16% | -$79.2K | ﹤0.01% | 1002 |
|
|
2016
Q3 | $421K | Sell |
17,275
-435
| -2% | -$10.5K | ﹤0.01% | 982 |
|
|
2016
Q2 | $443K | Buy |
17,710
+1,129
| +7% | +$28.6K | ﹤0.01% | 840 |
|
|
2016
Q1 | $426K | Sell |
16,581
-18,351
| -53% | -$434K | ﹤0.01% | 824 |
|
|
2015
Q4 | $846K | Buy |
34,932
+15,842
| +83% | +$396K | 0.01% | 560 |
|
|
2015
Q3 | $473K | Sell |
19,090
-1,971
| -9% | -$50.1K | ﹤0.01% | 766 |
|
|
2015
Q2 | $574K | Sell |
21,061
-8,518
| -29% | -$243K | 0.01% | 622 |
|
|
2015
Q1 | $800K | Sell |
29,579
-5,221
| -15% | -$139K | 0.01% | 541 |
|
|
2014
Q4 | $910K | Sell |
34,800
-166
| -0.5% | -$4.47K | 0.01% | 484 |
|
|
2014
Q3 | $961K | Buy |
34,966
+3,191
| +10% | +$95.1K | 0.01% | 415 |
|
|
2014
Q2 | $895K | Sell |
31,775
-14,974
| -32% | -$412K | 0.01% | 425 |
|
|
2014
Q1 | $1.26M | Sell |
46,749
-3,952
| -8% | -$106K | 0.02% | 304 |
|
|
2013
Q4 | $1.35M | Sell |
50,701
-4,111
| -8% | -$103K | 0.02% | 250 |
|
|
2013
Q3 | $1.38M | Buy |
54,812
+22,472
| +69% | +$581K | 0.03% | 210 |
|
|
2013
Q2 | $828K | Buy |
+32,340
| New | +$962K | 0.02% | 278 |
|
Other funds holding SCCO
Creative Planning's SCCO Position: Q1 2026 in Review
Creative Planning increased its Southern Copper (SCCO) stake by 14% in Q1 2026, buying an estimated $2.38M and bringing the position to 107,499 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #479.
Creative Planning first reported a position in SCCO in Q2 2013 and has held it in 52 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.
- Creative Planning held 107,499 shares of Southern Copper worth $18.3M as of Q1 2026.
- Creative Planning bought 13,034 Southern Copper shares in Q1 2026, an estimated $2.38M.
- Southern Copper made up 0.01% of Creative Planning's portfolio in Q1 2026, its #479 holding.
- Creative Planning first reported a position in Southern Copper in Q2 2013 and has held it in 52 quarters since.
- 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.