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Cassaday & Co Wealth Management’s Warner Bros WBD Stock Holding History

Cassaday & Co Wealth Management’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 		$110K Buy
4,134
+218
+6% +$5.9K ﹤0.01% 456
2026
Q1 		$108K Buy
+3,916
New +$110K ﹤0.01% 445

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cassaday & Co Wealth Management's WBD Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Warner Bros (WBD) stake by 5.6% in Q2 2026, buying an estimated $5.9K and bringing the position to 4,134 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Cassaday & Co Wealth Management first reported a position in WBD in Q1 2026 and has held it in 2 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Cassaday & Co Wealth Management held 4,134 shares of Warner Bros worth $110K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 218 Warner Bros shares in Q2 2026, an estimated $5.9K.
  • Warner Bros made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Cassaday & Co Wealth Management first reported a position in Warner Bros in Q1 2026 and has held it in 2 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.