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Keystone Financial Planning’s Warner Bros WBD Stock Holding History

Keystone 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
2025
Q4 		– Sell
-47,638
Closed -$930K – 47
2025
Q3 		$930K Sell
47,638
-16,811
-26% -$229K 0.27% 34
2025
Q2 		$739K Buy
64,449
+307
+0.5% +$2.86K 0.22% 35
2025
Q1 		$688K Hold
64,142
– – 0.21% 38
2024
Q4 		$678K Sell
64,142
-2,946
-4% -$27.4K 0.21% 38
2024
Q3 		$553K Buy
67,088
+7
+0% +$55 0.17% 39
2024
Q2 		$499K Sell
67,081
-94
-0.1% -$753 0.17% 40
2024
Q1 		$586K Sell
67,175
-1,329
-2% -$12.8K 0.19% 39
2023
Q4 		$780K Hold
68,504
– – 0.26% 37
2023
Q3 		$744K Sell
68,504
-1,161
-2% -$14.5K 0.26% 37
2023
Q2 		$874K Buy
69,665
+854
+1% +$11.1K 0.29% 37
2023
Q1 		$1.04M Sell
68,811
-179
-0.3% -$2.55K 0.35% 36
2022
Q4 		$654K Sell
68,990
-368
-0.5% -$4.16K 0.22% 38
2022
Q3 		$798K Buy
+69,358
New +$943K 0.31% 38

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Keystone Financial Planning's WBD Position: Q4 2025 in Review

Keystone Financial Planning sold out of Warner Bros (WBD) in Q4 2025, closing a stake of 47,638 shares — an estimated $930K sold.

Keystone Financial Planning first reported a position in WBD in Q3 2022 and held it in 13 quarters. The position peaked at $1.04M in Q1 2023. 1,313 funds tracked by Wall St. Rank hold WBD as of Q4 2025.

  • Keystone Financial Planning reported no remaining Warner Bros position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Planning sold 47,638 Warner Bros shares in Q4 2025, an estimated $930K.
  • Keystone Financial Planning first reported a position in Warner Bros in Q3 2022 and held it in 13 quarters.
  • Keystone Financial Planning's Warner Bros position peaked at $1.04M in Q1 2023.
  • 1,313 funds tracked by Wall St. Rank held Warner Bros as of Q4 2025.

Based on Keystone Financial Planning's 13F filing for Q4 2025, filed 7 Jan 2026.