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Carolinas Wealth Consulting’s Warner Bros WBD Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-87
Closed -$934 – 957
2025
Q1 		$934 Sell
87
-3,592
-98% -$37.6K ﹤0.01% 913
2024
Q4 		$38.9K Sell
3,679
-124
-3% -$1.15K 0.01% 398
2024
Q3 		$31.4K Sell
3,803
-304
-7% -$2.38K 0.01% 422
2024
Q2 		$30.6K Sell
4,107
-88
-2% -$705 0.01% 430
2024
Q1 		$36.6K Sell
4,195
-1,132
-21% -$10.9K 0.01% 420
2023
Q4 		$50.1K Sell
5,327
-640
-11% -$6.91K 0.01% 335
2023
Q3 		$50.2K Sell
5,967
-611
-9% -$7.63K 0.01% 311
2023
Q2 		$70.8K Sell
6,578
-164
-2% -$2.13K 0.01% 307
2023
Q1 		$87.5K Buy
6,742
+277
+4% +$3.94K 0.02% 282
2022
Q4 		$52.7K Sell
6,465
-1,541
-19% -$17.4K 0.01% 353
2022
Q3 		$81K Sell
8,006
-204
-2% -$2.77K 0.02% 271
2022
Q2 		$98K Buy
8,210
+7,527
+1,102% +$140K 0.02% 252
2022
Q1 		$17K Hold
683
– – ﹤0.01% 522
2021
Q4 		$16K Sell
683
-300
-31% -$7.47K ﹤0.01% 544
2021
Q3 		$25K Hold
983
– – 0.01% 439
2021
Q2 		$30K Buy
983
+459
+88% +$15.9K 0.01% 435
2021
Q1 		$23K Sell
524
-294
-36% -$14.7K 0.01% 488
2020
Q4 		$25K Buy
818
+158
+24% +$3.87K 0.01% 443
2020
Q3 		$14K Buy
+660
New +$14.4K ﹤0.01% 434

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's WBD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 87 shares — an estimated $934 sold.

Carolinas Wealth Consulting first reported a position in WBD in Q3 2020 and held it in 19 quarters. The position peaked at $98K in Q2 2022. 1,157 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 87 Warner Bros shares in Q2 2025, an estimated $934.
  • Carolinas Wealth Consulting first reported a position in Warner Bros in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Warner Bros position peaked at $98K in Q2 2022.
  • 1,157 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.