Fox Corporation (FOXA) Stock Concentration Calculator

Calculator · free · no signup · FOXA

Quantify Fox Corporation concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

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Your inputs

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Position & portfolio

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
−$150,000
If 50% drop
−$250,000
If 70% drop
−$350,000

Most fee-only advisors target ≤10% in any single name. You're at 67%.

Estimates only. Not financial advice.

Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.

Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.

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Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.

Tax brackets: 2026 · Estimates only — not financial advice.

Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.

You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About Fox Corporation

Fox Corporation (FOXA) is a public Consumer Internet company, incorporated in Delaware and headquartered in New York, NY.

Last close: $62.28 per share (as of 2026-10-03).

Equity grants at Fox Corporation typically include restricted stock units (RSUs).

Fox Corporation, commonly known as Fox Corp or Fox, is an American multinational mass media company headquartered at 1211 Avenue of the Americas in Midtown Manhattan with offices also in Burbank, California. Named after William Fox and incorporated in Delaware, it was formed as a spin-off of 21st Century Fox's television broadcasting, news, and sports assets on March 19, 2019. 21CF's remaining assets were acquired the next day by The Walt Disney Company. Fox Corp is controlled by Lachlan Murdoch through a family trust with 36% voting shares. Lachlan Murdoch's father Rupert Murdoch is chairman emeritus, while Lachlan is chairman and CEO.

Source: Wikipedia (CC BY-SA 4.0)

When Disney bought most of Twenty-First Century Fox in 2019, the Murdoch family retained the assets that depend on live viewing and spun them into this company: Fox News, the broadcast network, and national sports rights. The strategy is deliberately narrow, keeping programming that people watch as it happens and that therefore still commands cable carriage fees and live advertising. Affiliate fees from distributors provide the stable half of revenue; sports rights costs are the largest recurring commitment. Tubi provides an advertising-supported streaming outlet without a subscription model to defend. Headquarters are in New York.

Sources: sec.gov · en.wikipedia.org

Equity comp at Fox Corporation

  • Fox Corp has a dual-class structure: Class B (ticker FOX) carries voting control and is held mostly by the Murdoch family, while Class A (ticker FOXA) is the actively traded, largely non-voting class. Employee equity awards under the 2019 Shareholder Alignment Plan, including RSUs and stock options, are denominated and settle in Class A common stock, not Class B. RSU award agreements provide continued vesting or acceleration on death, permanent disability, termination without Cause, or resignation for Good Reason. Executive employment agreements layer double-trigger change-in-control protection on top of this: enhanced severance and equity treatment apply only if a qualifying termination occurs within twelve months following a change in control. Stock options granted under the plan are non-qualified stock options (NQSOs), not incentive stock options.
  • RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
  • Vesting schedule: RSUs vest in three equal annual installments (roughly one-third per year), not the more common four-year schedule.

Sources: contracts.justia.com · sec.gov · sec.gov · sec.gov

Researched 2026-08-23.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Fox Corporation.

If a meaningful share of your net worth sits in FOXA, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with FOXA's option-implied volatility.

Example: 5,000 FOXA shares at $62.28 is a $311,400 position. A 30% drawdown costs $93,420; a 50% drawdown costs $155,700; a 70% drawdown costs $217,980. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using FOXA's option-implied volatility and your cost basis.

All Fox Corporation tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Fox Corporation equity questions

How much FOXA stock is too much?
There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your FOXA position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Fox Corporation grant ISOs, NSOs, or RSUs?
Equity compensation at Fox Corporation typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Fox Corporation RSUs use double-trigger vesting?
Yes. Fox Corporation restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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