CPL
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Capital & Planning LLC’s Warner Bros WBD Stock Holding History

Capital & Planning LLC’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137 Buy
+5
New +$140 ﹤0.01% 168

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital & Planning LLC's WBD Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Warner Bros (WBD) in Q1 2026: 5 shares worth $137. The stake represents ﹤0.01% of the portfolio and ranks #168 among its holdings.

1,313 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Capital & Planning LLC held 5 shares of Warner Bros worth $137 as of Q1 2026.
  • Warner Bros was a new Capital & Planning LLC position in Q1 2026.
  • Warner Bros made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #168 holding.
  • 1,313 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.