UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1463217
IRVING, TX
Position in WBD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,426,779
-$150,644 QoQ
Shares Held
91,027
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#415
of 1,307 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $92,646,269 across 12 Entertainment names. WBD ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
620,540 | $59,726,975 | |
| 2 | NFLX |
Netflix Inc
|
359,212 | $25,647,736 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
This page
|
91,027 | $2,426,779 | |
| 4 | LYV |
Live Nation Entertainment, Inc.
|
6,409 | $1,173,551 | |
| 5 | NWSA |
News Corp
|
33,008 | $819,588 | |
| 6 | SIRI |
Sirius Xm Holdings Inc.
|
19,623 | $579,663 | |
| 7 | ROKU |
Roku, Inc
|
3,691 | $509,874 | |
| 8 | TKO |
TKO Group Holdings, Inc.
|
2,336 | $470,260 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,426,779 | 91,027 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,577,423 | 93,861 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,445,088 | 84,840 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,079,872 | 55,293 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $604,388 | 52,739 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $464,759 | 43,314 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $460,196 | 43,538 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $531,902 | 64,473 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $536,126 | 72,060 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $426,137 | 48,813 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $732,519 | 64,369 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $598,071 | 55,071 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $632,429 | 50,433 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $848,952 | 56,222 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $825,982 | 87,129 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,234,226 | 107,324 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,807,432 | 134,682 | Shares | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||