Fox Corporation
US ˙ NasdaqGS ˙ US35137L2043

SecurityFOX / Fox Corporation
InstitutionCreative Planning
Latest Disclosed Ownership5,695 shares
Latest Disclosed Value $ 302,427
Creative Planning reports 51.87% increase in ownership of FOX / Fox Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 5,695 shares of Fox Corporation (US:FOX) valued at $302,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,750 shares of Fox Corporation. This represents a change in shares of 51.87% during the quarter. The current value of the position is $327,121 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F FOX CL B COM 35137L204 5,695 1,945 51.87 302 24.28 0.0002
2026-02-17 2025-12-31 13F FOX CL B COM 35137L204 3,750 3,750 243 0.0002
2019-04-24 2019-03-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 0 -28,161 -100.00 0 -100.00
2019-02-12 2018-12-31 13F/A-1 TWENTY FIRST CENTY FOX CL A 90130A101 28,161 -7,019 -19.95 1,355 -16.87 0.0056
2019-02-01 2018-12-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 28,161 -7,019 1,355
2018-10-25 2018-09-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 35,180 -572 -1.60 1,630 -8.27 0.0060
2018-07-20 2018-06-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 35,752 -10,639 -22.93 1,777 4.41 0.0070
2018-04-18 2018-03-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 46,391 2,145 4.85 1,702 11.39 0.0069
2018-01-17 2017-12-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 44,246 1,732 4.07 1,528 36.19 0.0066
2017-10-17 2017-09-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 42,514 8,999 26.85 1,122 18.11 0.0052
2017-07-12 2017-06-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 33,515 15,305 84.05 950 61.02 0.0048
2017-04-07 2017-03-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 18,210 -2,054 -10.14 590 3.87 0.0032
2017-01-09 2016-12-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 20,264 6,610 48.41 568 71.60 0.0035
2016-10-12 2016-09-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 13,654 -1,328 -8.86 331 -18.27 0.0021
2016-07-12 2016-06-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 14,982 -3,022 -16.79 405 -19.32 0.0029
2016-04-08 2016-03-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 18,004 226 1.27 502 3.93 0.0039
2016-01-11 2015-12-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 17,778 5,490 44.68 483 45.48 0.0040
2015-10-09 2015-09-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 12,288 -1,663 -11.92 332 -26.87 0.0029
2015-07-09 2015-06-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 13,951 36 0.26 454 -3.61 0.0041
2015-04-13 2015-03-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 13,915 13,915 0.00 471 0.0044
2015-01-29 2014-12-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 0 -11,939 -100.00 0 -100.00
2014-10-10 2014-09-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 11,939 1,401 13.29 409 10.54 0.0047
2014-08-20 2014-06-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 10,538 -1,408 -11.79 370 -3.14 0.0048
2014-04-11 2014-03-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 11,946 966 8.80 382 -1.04 0.0057
2014-01-06 2013-12-31 13F TWENTY FIRST CENTY FOX CL A 90130A101 10,980 1,080 10.91 386 16.27 0.0066
2013-10-10 2013-09-30 13F TWENTY FIRST CENTY FOX CL A 90130A101 9,900 9,900 332 0.0066
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.