CPL
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital & Planning LLC's DIS Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Walt Disney (DIS) in Q1 2026: 201 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #79 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in DIS as recently as Q4 2024.

Capital & Planning LLC first reported a position in DIS in Q4 2024 and has held it in 2 quarters since. The position peaked at $56.2K in Q4 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Capital & Planning LLC held 201 shares of Walt Disney worth $19.4K as of Q1 2026.
  • Walt Disney was a new Capital & Planning LLC position in Q1 2026.
  • Walt Disney made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #79 holding.
  • Capital & Planning LLC first reported a position in Walt Disney in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Walt Disney position peaked at $56.2K in Q4 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.