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McClarren Financial Advisors’s Warner Bros WBD Stock Holding History

McClarren 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
2025
Q2 		– Sell
-21
Closed -$3K – 300
2025
Q1 		$3K Buy
+21
New +$220 ﹤0.01% 246
2024
Q4 		– Sell
-8
Closed – – 326
2024
Q3 		$0 Buy
8
+1
+14% +$8 ﹤0.01% 363
2024
Q2 		$0 Buy
7
+6
+600% +$48 ﹤0.01% 379
2024
Q1 		$1K Sell
1
-45
-98% -$434 ﹤0.01% 346
2023
Q4 		$1K Buy
46
+45
+4,500% +$486 ﹤0.01% 365
2023
Q3 		$0 Sell
1
-28
-97% -$349 ﹤0.01% 410
2023
Q2 		$0 Hold
29
– – ﹤0.01% 478
2023
Q1 		$0 Hold
29
– – ﹤0.01% 472
2022
Q4 		$0 Hold
29
– – ﹤0.01% 483
2022
Q3 		$0 Buy
+29
New +$394 ﹤0.01% 336

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
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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's WBD Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 21 shares — an estimated $3K sold.

McClarren Financial Advisors first reported a position in WBD in Q3 2022 and held it in 10 quarters. The position peaked at $3K in Q1 2025. 1,156 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 21 Warner Bros shares in Q2 2025, an estimated $3K.
  • McClarren Financial Advisors first reported a position in Warner Bros in Q3 2022 and held it in 10 quarters.
  • McClarren Financial Advisors's Warner Bros position peaked at $3K in Q1 2025.
  • 1,156 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.