Capital Wealth Planning’s Walt Disney DIS Stock Holding History

Capital Wealth Planning’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
2021 Q3	–	Sell	-6,500	Closed	-$54K	–	123
2021 Q2	$54K	Buy	6,500 +4,500	+225%	+$809K	﹤0.01%	128
2021 Q1	$36K	Buy	+2,000	New	+$369K	﹤0.01%	130

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Wealth Planning's DIS Position: Q2 2023 in Review

Capital Wealth Planning sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 9,518 shares — an estimated $953K sold.

Capital Wealth Planning first reported a position in DIS in Q3 2013 and held it in 22 quarters. The position peaked at $80.4M in Q4 2019. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Capital Wealth Planning reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Capital Wealth Planning sold 9,518 Walt Disney shares in Q2 2023, an estimated $953K.
Capital Wealth Planning first reported a position in Walt Disney in Q3 2013 and held it in 22 quarters.
Capital Wealth Planning's Walt Disney position peaked at $80.4M in Q4 2019.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Capital Wealth Planning's 13F filing for Q2 2023, filed 4 Aug 2023.