Benedict Financial Advisors
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Benedict Financial Advisors’s Walt Disney DIS Stock Holding History

Benedict Financial Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$562K Sell
5,360
-4,697
-47% -$481K 0.11% 110
2026
Q2 		$968K Sell
10,057
-1,271
-11% -$130K 0.19% 100
2026
Q1 		$1.09M Sell
11,328
-553
-5% -$58.4K 0.23% 99
2025
Q4 		$1.35M Sell
11,881
-2,703
-19% -$298K 0.28% 95
2025
Q3 		$1.67M Buy
14,584
+923
+7% +$109K 0.36% 87
2025
Q2 		$1.69M Buy
+13,661
New +$1.42M 0.38% 83
2024
Q3 		– Sell
-2,096
Closed -$208K – 127
2024
Q2 		$208K Hold
2,096
– – 0.05% 126
2024
Q1 		$256K Buy
+2,096
New +$219K 0.07% 121
2023
Q4 		– Sell
-3,344
Closed -$271K – 125
2023
Q3 		$271K Buy
3,344
+449
+16% +$38.3K 0.08% 114
2023
Q2 		$258K Sell
2,895
-57
-2% -$5.4K 0.07% 113
2023
Q1 		$296K Sell
2,952
-34
-1% -$3.43K 0.08% 110
2022
Q4 		$259K Sell
2,986
-10,511
-78% -$1.01M 0.08% 109
2022
Q3 		$1.27M Sell
13,497
-587
-4% -$62.8K 0.41% 78
2022
Q2 		$1.33M Buy
14,084
+993
+8% +$110K 0.39% 80
2022
Q1 		$1.8M Buy
13,091
+1,241
+10% +$179K 0.48% 71
2021
Q4 		$1.84M Buy
11,850
+5,016
+73% +$810K 0.48% 74
2021
Q3 		$1.16M Sell
6,834
-411
-6% -$73.3K 0.32% 89
2021
Q2 		$1.27M Buy
7,245
+2,295
+46% +$413K 0.35% 87
2021
Q1 		$913K Buy
4,950
+22
+0.4% +$4.06K 0.26% 95
2020
Q4 		$893K Sell
4,928
-270
-5% -$38.8K 0.32% 78
2020
Q3 		$645K Sell
5,198
-3,759
-42% -$470K 0.25% 83
2020
Q2 		$999K Sell
8,957
-296
-3% -$32.7K 0.41% 72
2020
Q1 		$894K Buy
9,253
+480
+5% +$60.7K 0.42% 72
2019
Q4 		$1.27M Buy
8,773
+489
+6% +$68.3K 0.49% 69
2019
Q3 		$1.08M Buy
8,284
+242
+3% +$33.5K 0.44% 74
2019
Q2 		$1.12M Buy
8,042
+737
+10% +$97.7K 0.47% 71
2019
Q1 		$811K Buy
7,305
+1,564
+27% +$175K 0.35% 78
2018
Q4 		$629K Buy
5,741
+3,108
+118% +$353K 0.31% 79
2018
Q3 		$308K Buy
+2,633
New +$293K 0.14% 91

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Benedict Financial Advisors's DIS Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Walt Disney (DIS) stake by 47% in Q3 2026, selling an estimated $481K and leaving 5,360 shares worth $562K. The position accounts for 0.11% of the portfolio, ranked #110.

Benedict Financial Advisors first reported a position in DIS in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.84M in Q4 2021. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Benedict Financial Advisors held 5,360 shares of Walt Disney worth $562K as of Q3 2026.
  • Benedict Financial Advisors sold 4,697 Walt Disney shares in Q3 2026, an estimated $481K.
  • Walt Disney made up 0.11% of Benedict Financial Advisors's portfolio in Q3 2026, its #110 holding.
  • Benedict Financial Advisors first reported a position in Walt Disney in Q3 2018 and has held it in 29 quarters since.
  • Benedict Financial Advisors's Walt Disney position peaked at $1.84M in Q4 2021.
  • 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.