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C2C Wealth Management’s Walt Disney DIS Stock Holding History

C2C Wealth Management’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
Q2 		$234K Hold
2,432
– – 0.18% 81
2026
Q1 		$234K Hold
2,432
– – 0.2% 81
2025
Q4 		$277K Hold
2,432
– – 0.23% 68
2025
Q3 		$278K Hold
2,432
– – 0.24% 69
2025
Q2 		$302K Hold
2,432
– – 0.27% 67
2025
Q1 		$240K Hold
2,432
– – 0.23% 77
2024
Q4 		$271K Hold
2,432
– – 0.25% 73
2024
Q3 		$234K Hold
2,432
– – 0.22% 79
2024
Q2 		$241K Hold
2,432
– – 0.24% 79
2024
Q1 		$298K Sell
2,432
-2,654
-52% -$277K 0.3% 68
2023
Q4 		$460K Sell
5,086
-21,473
-81% -$1.89M 0.39% 59
2023
Q3 		$2.16M Buy
26,559
+4,139
+18% +$353K 0.31% 34
2023
Q2 		$1.92M Sell
22,420
-1,960
-8% -$186K 0.25% 41
2023
Q1 		$2.39M Buy
24,380
+8,002
+49% +$807K 0.39% 30
2022
Q4 		$1.63M Buy
16,378
+4,445
+37% +$425K 0.28% 37
2022
Q3 		$1.21M Buy
11,933
+205
+2% +$21.9K 0.24% 51
2022
Q2 		$1.17M Buy
11,728
+1,198
+11% +$133K 0.21% 55
2022
Q1 		$1.33M Sell
10,530
-7,026
-40% -$1.02M 0.23% 59
2021
Q4 		$2.72M Buy
+17,556
New +$2.84M 0.39% 28

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

C2C Wealth Management's DIS Position: Q2 2026 in Review

C2C Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 2,432 shares worth $234K. The position accounts for 0.18% of the portfolio, ranked #81.

C2C Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q4 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • C2C Wealth Management held 2,432 shares of Walt Disney worth $234K as of Q2 2026.
  • C2C Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.18% of C2C Wealth Management's portfolio in Q2 2026, its #81 holding.
  • C2C Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's Walt Disney position peaked at $2.72M in Q4 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.