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
Q2 		– Sell
-5
Closed -$137 – 168
2026
Q1 		$137 Buy
+5
New +$140 ﹤0.01% 168

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Capital & Planning LLC's WBD Position: Q2 2026 in Review

Capital & Planning LLC sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 5 shares — an estimated $137 sold.

Capital & Planning LLC first reported a position in WBD in Q1 2026 and held it in 1 quarter. The position peaked at $137 in Q1 2026. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Capital & Planning LLC reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 5 Warner Bros shares in Q2 2026, an estimated $137.
  • Capital & Planning LLC first reported a position in Warner Bros in Q1 2026 and held it in 1 quarter.
  • Capital & Planning LLC's Warner Bros position peaked at $137 in Q1 2026.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.