KAS
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Kestra Advisory Services’s Warrior Met Coal HCC Stock Holding History

Kestra Advisory Services’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 		$1.07M Buy
11,440
+172
+2% +$15.5K ﹤0.01% 1684
2025
Q4 		$994K Buy
11,268
+7
+0.1% +$526 ﹤0.01% 1655
2025
Q3 		$717K Sell
11,261
-717
-6% -$41K ﹤0.01% 1822
2025
Q2 		$549K Buy
11,978
+546
+5% +$25.3K ﹤0.01% 1900
2025
Q1 		$546K Buy
11,432
+1,081
+10% +$55.2K ﹤0.01% 1767
2024
Q4 		$561K Buy
10,351
+663
+7% +$42.4K ﹤0.01% 1804
2024
Q3 		$619K Sell
9,688
-4,177
-30% -$260K ﹤0.01% 1630
2024
Q2 		$870K Buy
13,865
+3,764
+37% +$244K ﹤0.01% 1408
2024
Q1 		$613K Buy
10,101
+914
+10% +$55.4K ﹤0.01% 1537
2023
Q4 		$560K Sell
9,187
-358
-4% -$18.9K ﹤0.01% 1454
2023
Q3 		$488K Buy
9,545
+3,345
+54% +$140K ﹤0.01% 1384
2023
Q2 		$241K Buy
6,200
+64
+1% +$2.32K ﹤0.01% 1786
2023
Q1 		$225K Buy
+6,136
New +$227K ﹤0.01% 1760

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

Kestra Advisory Services's HCC Position: Q1 2026 in Review

Kestra Advisory Services increased its Warrior Met Coal (HCC) stake by 1.5% in Q1 2026, buying an estimated $15.5K and bringing the position to 11,440 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Kestra Advisory Services first reported a position in HCC in Q1 2023 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Kestra Advisory Services held 11,440 shares of Warrior Met Coal worth $1.07M as of Q1 2026.
  • Kestra Advisory Services bought 172 Warrior Met Coal shares in Q1 2026, an estimated $15.5K.
  • Warrior Met Coal made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1684 holding.
  • Kestra Advisory Services first reported a position in Warrior Met Coal in Q1 2023 and has held it in 13 quarters since.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.