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Kelleher Financial Advisors’s Warner Bros WBD Stock Holding History

Kelleher Financial Advisors’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 		$9.09K Buy
341
+5
+1% +$135 ﹤0.01% 628
2026
Q1 		$3.93K Hold
336
– – ﹤0.01% 606
2025
Q4 		$9.68K Hold
336
– – ﹤0.01% 579
2025
Q3 		$6.56K Buy
+336
New +$4.58K ﹤0.01% 540
2023
Q3 		– Sell
-14,708
Closed -$184K – 117
2023
Q2 		$184K Hold
14,708
– – 0.11% 104
2023
Q1 		$222K Hold
14,708
– – 0.15% 94
2022
Q4 		$139K Sell
14,708
-374
-2% -$4.22K 0.1% 93
2022
Q3 		$173K Buy
15,082
+1,807
+14% +$24.6K 0.12% 98
2022
Q2 		$178K Buy
+13,275
New +$246K 0.08% 126

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

Kelleher Financial Advisors's WBD Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Warner Bros (WBD) stake by 1.5% in Q2 2026, buying an estimated $135 and bringing the position to 341 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Kelleher Financial Advisors first reported a position in WBD in Q2 2022 and has held it in 9 quarters since. The position peaked at $222K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Kelleher Financial Advisors held 341 shares of Warner Bros worth $9.09K as of Q2 2026.
  • Kelleher Financial Advisors bought 5 Warner Bros shares in Q2 2026, an estimated $135.
  • Warner Bros made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #628 holding.
  • Kelleher Financial Advisors first reported a position in Warner Bros in Q2 2022 and has held it in 9 quarters since.
  • Kelleher Financial Advisors's Warner Bros position peaked at $222K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.