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
Q2 | $19.6M | Buy |
113,776
+4,987
| +5% | +$896K | 0.01% | 514 |
|
|
2026
Q1 | $18.3M | Buy |
108,789
+13,191
| +14% | +$2.39M | 0.01% | 479 |
|
|
2025
Q4 | $13.3M | Buy |
95,598
+10,578
| +12% | +$1.38M | 0.01% | 514 |
|
|
2025
Q3 | $9.93M | Buy |
85,020
+11,372
| +15% | +$1.1M | 0.01% | 566 |
|
|
2025
Q2 | $7.1M | Buy |
73,648
+14,189
| +24% | +$1.23M | 0.01% | 635 |
|
|
2025
Q1 | $5.24M | Buy |
59,459
+3,358
| +6% | +$298K | ﹤0.01% | 690 |
|
|
2024
Q4 | $4.79M | Buy |
56,101
+3,082
| +6% | +$304K | ﹤0.01% | 683 |
|
|
2024
Q3 | $5.71M | Buy |
53,019
+1,964
| +4% | +$191K | 0.01% | 598 |
|
|
2024
Q2 | $5.09M | Buy |
51,055
+1,963
| +4% | +$206K | 0.01% | 609 |
|
|
2024
Q1 | $4.79M | Buy |
49,092
+2,352
| +5% | +$186K | 0.01% | 616 |
|
|
2023
Q4 | $3.69M | Buy |
46,740
+2,299
| +5% | +$158K | 0.01% | 659 |
|
|
2023
Q3 | $3.07M | Sell |
44,441
-3,966
| -8% | -$286K | ﹤0.01% | 683 |
|
|
2023
Q2 | $3.18M | Buy |
48,407
+6,947
| +17% | +$468K | ﹤0.01% | 657 |
|
|
2023
Q1 | $2.9M | Sell |
41,460
-22,653
| -35% | -$1.52M | ﹤0.01% | 654 |
|
|
2022
Q4 | $3.55M | Buy |
64,113
+27,740
| +76% | +$1.4M | 0.01% | 571 |
|
|
2022
Q3 | $1.49M | Sell |
36,373
-16,052
| -31% | -$702K | ﹤0.01% | 792 |
|
|
2022
Q2 | $2.39M | Buy |
52,425
+20,618
| +65% | +$1.18M | ﹤0.01% | 660 |
|
|
2022
Q1 | $2.21M | Sell |
31,807
-1,518
| -5% | -$96.1K | ﹤0.01% | 682 |
|
|
2021
Q4 | $1.88M | Sell |
33,325
-51,964
| -61% | -$2.87M | ﹤0.01% | 704 |
|
|
2021
Q3 | $4.39M | Buy |
85,289
+53,810
| +171% | +$3.08M | 0.01% | 449 |
|
|
2021
Q2 | $1.85M | Sell |
31,479
-1,026
| -3% | -$65.9K | ﹤0.01% | 708 |
|
|
2021
Q1 | $2.02M | Buy |
32,505
+3,756
| +13% | +$247K | ﹤0.01% | 724 |
|
|
2020
Q4 | $1.72M | Sell |
28,749
-240
| -0.8% | -$12.2K | ﹤0.01% | 732 |
|
|
2020
Q3 | $1.2M | Sell |
28,989
-563
| -2% | -$23.1K | ﹤0.01% | 734 |
|
|
2020
Q2 | $1.08M | Sell |
29,552
-10,315
| -26% | -$323K | ﹤0.01% | 724 |
|
|
2020
Q1 | $1.03M | Buy |
39,867
+3,205
| +9% | +$106K | ﹤0.01% | 636 |
|
|
2019
Q4 | $1.43M | Sell |
36,662
-2,647
| -7% | -$91.1K | ﹤0.01% | 643 |
|
|
2019
Q3 | $1.23M | Sell |
39,309
-73
| -0.2% | -$2.29K | ﹤0.01% | 666 |
|
|
2019
Q2 | $1.4M | Buy |
39,382
+869
| +2% | +$29.9K | ﹤0.01% | 618 |
|
|
2019
Q1 | $1.4M | Sell |
38,513
-84
| -0.2% | -$2.65K | 0.01% | 600 |
|
|
2018
Q4 | $1.09M | Buy |
38,597
+262
| +0.7% | +$8.74K | ﹤0.01% | 638 |
|
|
2018
Q3 | $1.51M | Buy |
38,335
+18,897
| +97% | +$768K | 0.01% | 568 |
|
|
2018
Q2 | $835K | Buy |
19,438
+2,137
| +12% | +$101K | ﹤0.01% | 840 |
|
|
2018
Q1 | $859K | Buy |
17,301
+636
| +4% | +$29.8K | ﹤0.01% | 815 |
|
|
2017
Q4 | $724K | Buy |
16,665
+4,704
| +39% | +$187K | ﹤0.01% | 879 |
|
|
2017
Q3 | $436K | Buy |
11,961
+3,793
| +46% | +$136K | ﹤0.01% | 1116 |
|
|
2017
Q2 | $259K | Sell |
8,168
-8,033
| -50% | -$257K | ﹤0.01% | 1371 |
|
|
2017
Q1 | $533K | Buy |
16,201
+1,563
| +11% | +$52.3K | ﹤0.01% | 953 |
|
|
2016
Q4 | $428K | Sell |
14,638
-2,844
| -16% | -$79.1K | ﹤0.01% | 1002 |
|
|
2016
Q3 | $421K | Sell |
17,482
-441
| -2% | -$10.5K | ﹤0.01% | 982 |
|
|
2016
Q2 | $443K | Buy |
17,923
+1,143
| +7% | +$28.6K | ﹤0.01% | 840 |
|
|
2016
Q1 | $426K | Sell |
16,780
-18,571
| -53% | -$434K | ﹤0.01% | 824 |
|
|
2015
Q4 | $846K | Buy |
35,351
+16,032
| +83% | +$396K | 0.01% | 560 |
|
|
2015
Q3 | $473K | Sell |
19,319
-1,995
| -9% | -$50.1K | ﹤0.01% | 766 |
|
|
2015
Q2 | $574K | Sell |
21,314
-8,620
| -29% | -$243K | 0.01% | 622 |
|
|
2015
Q1 | $800K | Sell |
29,934
-5,284
| -15% | -$139K | 0.01% | 541 |
|
|
2014
Q4 | $910K | Sell |
35,218
-168
| -0.5% | -$4.48K | 0.01% | 484 |
|
|
2014
Q3 | $961K | Buy |
35,386
+3,230
| +10% | +$95.1K | 0.01% | 415 |
|
|
2014
Q2 | $895K | Sell |
32,156
-15,154
| -32% | -$412K | 0.01% | 425 |
|
|
2014
Q1 | $1.26M | Sell |
47,310
-3,999
| -8% | -$106K | 0.02% | 304 |
|
|
2013
Q4 | $1.35M | Sell |
51,309
-4,160
| -7% | -$103K | 0.02% | 250 |
|
|
2013
Q3 | $1.38M | Buy |
55,469
+22,741
| +69% | +$581K | 0.03% | 210 |
|
|
2013
Q2 | $828K | Buy |
+32,728
| New | +$962K | 0.02% | 278 |
|
Other funds holding SCCO
Creative Planning's SCCO Position: Q2 2026 in Review
Creative Planning increased its Southern Copper (SCCO) stake by 4.6% in Q2 2026, buying an estimated $896K and bringing the position to 113,776 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #514.
Creative Planning first reported a position in SCCO in Q2 2013 and has held it in 53 quarters since. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.
- Creative Planning held 113,776 shares of Southern Copper worth $19.6M as of Q2 2026.
- Creative Planning bought 4,987 Southern Copper shares in Q2 2026, an estimated $896K.
- Southern Copper made up 0.01% of Creative Planning's portfolio in Q2 2026, its #514 holding.
- Creative Planning first reported a position in Southern Copper in Q2 2013 and has held it in 53 quarters since.
- 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.