Cedar Mountain Advisors
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Cedar Mountain Advisors’s Walt Disney DIS Stock Holding History

Cedar Mountain 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 		$57.3K Buy
546
+1
+0.2% +$102 0.01% 147
2026
Q2 		$52.4K Buy
545
+2
+0.4% +$204 0.01% 170
2026
Q1 		$52.3K Buy
543
+200
+58% +$21.1K 0.01% 146
2025
Q4 		$39K Sell
343
-27
-7% -$2.97K 0.01% 134
2025
Q3 		$42.4K Buy
370
+76
+26% +$8.95K 0.01% 125
2025
Q2 		$36.5K Hold
294
– – 0.01% 116
2025
Q1 		$29.1K Sell
294
-105
-26% -$11.3K 0.01% 131
2024
Q4 		$44.4K Buy
399
+110
+38% +$11.6K 0.01% 96
2024
Q3 		$27.8K Buy
289
+1
+0.3% +$92 0.01% 124
2024
Q2 		$28.6K Sell
288
-141
-33% -$15.2K 0.01% 108
2024
Q1 		$52.6K Hold
429
– – 0.01% 73
2023
Q4 		$38.7K Hold
429
– – 0.01% 84
2023
Q3 		$34.8K Sell
429
-422
-50% -$36K 0.01% 85
2023
Q2 		$76K Hold
851
– – 0.02% 62
2023
Q1 		$85.2K Hold
851
– – 0.03% 58
2022
Q4 		$73.9K Hold
851
– – 0.02% 60
2022
Q3 		$80K Hold
851
– – 0.03% 55
2022
Q2 		$80K Hold
851
– – 0.03% 57
2022
Q1 		$117K Hold
851
– – 0.03% 55
2021
Q4 		$132K Buy
851
+10
+1% +$1.62K 0.04% 48
2021
Q3 		$142K Hold
841
– – 0.05% 45
2021
Q2 		$148K Sell
841
-1
-0.1% -$180 0.05% 46
2021
Q1 		$155K Hold
842
– – 0.05% 46
2020
Q4 		$153K Hold
842
– – 0.05% 46
2020
Q3 		$104K Hold
842
– – 0.04% 46
2020
Q2 		$94K Buy
842
+26
+3% +$2.87K 0.04% 46
2020
Q1 		$79K Buy
816
+10
+1% +$1.26K 0.04% 43
2019
Q4 		$117K Buy
+806
New +$112K 0.05% 43

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Cedar Mountain Advisors's DIS Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Walt Disney (DIS) stake by 0.18% in Q3 2026, buying an estimated $102 and bringing the position to 546 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #147.

Cedar Mountain Advisors first reported a position in DIS in Q4 2019 and has held it in 28 quarters since. The position peaked at $155K in Q1 2021. 837 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Cedar Mountain Advisors held 546 shares of Walt Disney worth $57.3K as of Q3 2026.
  • Cedar Mountain Advisors bought 1 Walt Disney share in Q3 2026, an estimated $102.
  • Walt Disney made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #147 holding.
  • Cedar Mountain Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Walt Disney position peaked at $155K in Q1 2021.
  • 837 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.