Loring Wolcott & Coolidge Fiduciary Advisors’s Peabody Energy BTU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BTU Stock Details BTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Hold	10,000	–	–	﹤0.01%	309
2026 Q1	$283K	Sell	10,000 -232	-2%	-$8.11K	﹤0.01%	286
2025 Q4	$369K	Buy	10,232 +232	+2%	+$6.82K	﹤0.01%	264
2025 Q3	$291K	Hold	10,000	–	–	﹤0.01%	287
2025 Q2	$134K	Hold	10,000	–	–	﹤0.01%	320
2025 Q1	$121K	Hold	10,000	–	–	﹤0.01%	316
2024 Q4	$184K	Hold	10,000	–	–	﹤0.01%	290
2024 Q3	$244K	Hold	10,000	–	–	﹤0.01%	263
2024 Q2	$238K	Hold	10,000	–	–	﹤0.01%	259
2024 Q1	$239K	Hold	10,000	–	–	﹤0.01%	256
2023 Q4	$267K	Hold	10,000	–	–	﹤0.01%	251
2023 Q3	$236K	Hold	10,000	–	–	﹤0.01%	264
2023 Q2	$217K	Buy	+10,000	New	+$222K	﹤0.01%	288

Other funds holding BTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BTU Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Peabody Energy (BTU) position steady in Q2 2026 at 10,000 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $369K in Q4 2025. 195 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 10,000 shares of Peabody Energy worth $231K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Peabody Energy share count unchanged in Q2 2026.
Peabody Energy made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #309 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Peabody Energy in Q2 2023 and has held it in 13 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Peabody Energy position peaked at $369K in Q4 2025.
195 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.