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Comprehensive Financial Planning’s Warner Bros WBD Stock Holding History

Comprehensive Financial Planning’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 		$2.64K Hold
99
– – ﹤0.01% 345
2026
Q1 		$2.72K Hold
99
– – ﹤0.01% 329
2025
Q4 		$2.85K Buy
99
+96
+3,200% +$2.24K ﹤0.01% 346
2025
Q3 		$59 Hold
3
– – ﹤0.01% 344
2025
Q2 		$34 Hold
3
– – ﹤0.01% 335
2025
Q1 		$32 Hold
3
– – ﹤0.01% 326
2024
Q4 		$32 Buy
+3
New +$28 ﹤0.01% 353

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

Comprehensive Financial Planning's WBD Position: Q2 2026 in Review

Comprehensive Financial Planning held its Warner Bros (WBD) position steady in Q2 2026 at 99 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Comprehensive Financial Planning first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Comprehensive Financial Planning held 99 shares of Warner Bros worth $2.64K as of Q2 2026.
  • Comprehensive Financial Planning left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #345 holding.
  • Comprehensive Financial Planning first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Warner Bros position peaked at $2.85K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.