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Legacy Capital Group California’s Warrior Met Coal HCC Stock Holding History

Legacy Capital Group California’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 		– Sell
-2,839
Closed -$250K – 313
2025
Q4 		$250K Buy
+2,839
New +$213K 0.06% 306

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Legacy Capital Group California's HCC Position: Q1 2026 in Review

Legacy Capital Group California sold out of Warrior Met Coal (HCC) in Q1 2026, closing a stake of 2,839 shares — an estimated $250K sold.

Legacy Capital Group California first reported a position in HCC in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Legacy Capital Group California reported no remaining Warrior Met Coal position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 2,839 Warrior Met Coal shares in Q1 2026, an estimated $250K.
  • Legacy Capital Group California first reported a position in Warrior Met Coal in Q4 2025 and held it in 1 quarter.
  • Legacy Capital Group California's Warrior Met Coal position peaked at $250K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.