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Sound Income Strategies’s Warrior Met Coal HCC Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-134
Closed -$12.3K – 1277
2026
Q1 		$12.3K Buy
134
+13
+11% +$1.17K ﹤0.01% 1409
2025
Q4 		$12.1K Buy
+121
New +$9.1K ﹤0.01% 1363

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Sound Income Strategies's HCC Position: Q2 2026 in Review

Sound Income Strategies sold out of Warrior Met Coal (HCC) in Q2 2026, closing a stake of 134 shares — an estimated $12.3K sold.

Sound Income Strategies first reported a position in HCC in Q4 2025 and held it in 2 quarters. The position peaked at $12.3K in Q1 2026. 263 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Sound Income Strategies reported no remaining Warrior Met Coal position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 134 Warrior Met Coal shares in Q2 2026, an estimated $12.3K.
  • Sound Income Strategies first reported a position in Warrior Met Coal in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Warrior Met Coal position peaked at $12.3K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.