Gilbert & Cook, Inc. FWONA β€” LIBERTY MEDIA CORP DEL

Ownership history in Gilbert & Cook, Inc.  Β·  2 quarters on record

AI Ownership Summary

Gilbert & Cook, Inc. reported LIBERTY MEDIA CORP DEL (FWONA) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows FWONA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FWONA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gilbert & Cook, Inc.'s position in LIBERTY MEDIA CORP DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FWONA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gilbert & Cook, Inc. held FWONA β€” position size vs. price
% of Fund (quarterly)    FWONA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 2,461 +60 +2.5% 0.02% $215K 2026-07-28 $92.90
2025 Q4 INITIATED β€” β€” β€” 2,401 β€” β€” 0.03% $215K 2026-01-07 $84.88

FAQ About Gilbert & Cook, Inc. and FWONA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gilbert & Cook, Inc. reported owning FWONA?

Gilbert & Cook, Inc. reported FWONA across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FWONA position in Gilbert & Cook, Inc.'s portfolio?

The largest reported portfolio weight for FWONA was 0.03% in 2025 Q4.

What is the latest reported FWONA position on this page?

The most recent filing on this page is 2026 Q2, when Gilbert & Cook, Inc. reported 2,461 shares, equal to 0.02% of portfolio, with an estimated market value of $215K.

What does the chart on this FWONA ownership page compare?

The chart compares Gilbert & Cook, Inc.'s quarterly FWONA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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