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Darsana Capital Partners’s Warner Music WMG Stock Holding History

Darsana Capital Partners’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323M Buy
11,943,199
+93,199
+0.8% +$2.77M 1.45% 10
2026
Q1 		$303M Buy
11,850,000
+3,850,000
+48% +$109M 6.44% 7
2025
Q4 		$245M Buy
8,000,000
+1,750,000
+28% +$53.5M 4.89% 9
2025
Q3 		$213M Sell
6,250,000
-1,750,000
-22% -$55.8M 5.01% 11
2025
Q2 		$218M Buy
8,000,000
+1,000,000
+14% +$27.9M 6.22% 10
2025
Q1 		$219M Buy
7,000,000
+1,000,000
+17% +$32.5M 6.38% 9
2024
Q4 		$186M Buy
6,000,000
+5,917,879
+7,206% +$189M 5.66% 10
2024
Q3 		$2.57M Buy
+82,121
New +$2.43M 0.06% 15
2022
Q4 		– Sell
-4,500,000
Closed -$104M – 12
2022
Q3 		$104M Hold
4,500,000
– – 5.36% 9
2022
Q2 		$110M Buy
4,500,000
+1,000,000
+29% +$29.8M 5.9% 10
2022
Q1 		$132M Buy
3,500,000
+518,951
+17% +$19.7M 6.72% 8
2021
Q4 		$129M Sell
2,981,049
-1,225,000
-29% -$55.1M 5.95% 8
2021
Q3 		$180M Hold
4,206,049
– – 5.92% 9
2021
Q2 		$152M Hold
4,206,049
– – 4.31% 13
2021
Q1 		$144M Sell
4,206,049
-1,306,189
-24% -$46.7M 4.03% 11
2020
Q4 		$209M Buy
5,512,238
+647,968
+13% +$19.8M 5.91% 7
2020
Q3 		$140M Buy
4,864,270
+1,364,270
+39% +$39.8M 7.11% 8
2020
Q2 		$103M Buy
+3,500,000
New +$109M 6.12% 8

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Darsana Capital Partners's WMG Position: Q2 2026 in Review

Darsana Capital Partners increased its Warner Music (WMG) stake by 0.79% in Q2 2026, buying an estimated $2.77M and bringing the position to 11,943,199 shares worth $323M. The position accounts for 1.45% of the portfolio, ranked #10.

Darsana Capital Partners first reported a position in WMG in Q2 2020 and has held it in 18 quarters since. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Darsana Capital Partners held 11,943,199 shares of Warner Music worth $323M as of Q2 2026.
  • Darsana Capital Partners bought 93,199 Warner Music shares in Q2 2026, an estimated $2.77M.
  • Warner Music made up 1.45% of Darsana Capital Partners's portfolio in Q2 2026, its #10 holding.
  • Darsana Capital Partners first reported a position in Warner Music in Q2 2020 and has held it in 18 quarters since.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on Darsana Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.