Capital & Planning LLC’s Walt Disney DIS Stock Holding History

Capital & Planning LLC’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	–	Sell	-201	Closed	-$19.4K	–	70
2026 Q1	$19.4K	Buy	+201	New	+$21.2K	0.01%	79
2025 Q1	–	Sell	-505	Closed	-$56.2K	–	71
2024 Q4	$56.2K	Buy	+505	New	+$53K	0.04%	47

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital & Planning LLC's DIS Position: Q2 2026 in Review

Capital & Planning LLC sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 201 shares — an estimated $19.4K sold.

Capital & Planning LLC first reported a position in DIS in Q4 2024 and held it in 2 quarters. The position peaked at $56.2K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Capital & Planning LLC reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 201 Walt Disney shares in Q2 2026, an estimated $19.4K.
Capital & Planning LLC first reported a position in Walt Disney in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Walt Disney position peaked at $56.2K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.