Position in MCS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$200,871
-$34,121 QoQ
Shares Held
11,699
-22.8% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Mar 31, 2026Creative Planning holds $304,288,643 across 22 Entertainment names. MCS ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
1,687,485 | $162,251,682 | |
| 2 | DIS |
Walt Disney Co
|
688,663 | $66,373,339 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
564,773 | $15,508,666 | |
| 4 | FOXA |
Fox Corp
|
184,312 | $10,763,820 | |
| 5 | NWSA |
News Corp
|
364,374 | $9,083,843 | |
| 6 | LYV |
Live Nation Entertainment, Inc.
|
50,384 | $7,684,063 | |
| 7 | SIRI |
Sirius Xm Holdings Inc.
|
276,284 | $6,376,634 | |
| 8 | ROKU |
Roku, Inc
|
52,534 | $4,970,767 |
All Filings in MCS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,871 | 11,699 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $234,992 | 15,151 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $204,328 | 13,174 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $257,451 | 15,270 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $169,253 | 10,141 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $249,636 | 11,611 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $159,440 | 10,580 | Shares | Defined | 2024-10-11 | |
| 2024-03-31 | $145,622 | 10,212 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||