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Center for Financial Planning’s Walt Disney DIS Stock Holding History

Center for Financial 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
2026
Q2 		$354K Sell
3,679
-201
-5% -$20.5K 0.03% 131
2026
Q1 		$374K Sell
3,880
-35
-0.9% -$3.7K 0.04% 123
2025
Q4 		$445K Buy
3,915
+5
+0.1% +$551 0.05% 116
2025
Q3 		$448K Buy
3,910
+657
+20% +$77.4K 0.05% 122
2025
Q2 		$403K Hold
3,253
– – 0.05% 120
2025
Q1 		$321K Sell
3,253
-232
-7% -$24.9K 0.04% 126
2024
Q4 		$388K Sell
3,485
-239
-6% -$25.1K 0.05% 106
2024
Q3 		$358K Sell
3,724
-29
-0.8% -$2.67K 0.05% 112
2024
Q2 		$373K Hold
3,753
– – 0.05% 105
2024
Q1 		$459K Sell
3,753
-258
-6% -$26.9K 0.07% 97
2023
Q4 		$362K Sell
4,011
-66
-2% -$5.82K 0.07% 103
2023
Q3 		$330K Buy
4,077
+72
+2% +$6.15K 0.07% 102
2023
Q2 		$358K Hold
4,005
– – 0.08% 96
2023
Q1 		$401K Sell
4,005
-453
-10% -$45.7K 0.09% 88
2022
Q4 		$387K Sell
4,458
-700
-14% -$67K 0.09% 87
2022
Q3 		$487K Sell
5,158
-364
-7% -$39K 0.13% 75
2022
Q2 		$521K Sell
5,522
-561
-9% -$62.3K 0.13% 75
2022
Q1 		$835K Buy
6,083
+369
+6% +$53.3K 0.17% 67
2021
Q4 		$885K Buy
5,714
+16
+0.3% +$2.58K 0.18% 60
2021
Q3 		$964K Hold
5,698
– – 0.23% 49
2021
Q2 		$1M Buy
5,698
+1,119
+24% +$201K 0.25% 48
2021
Q1 		$845K Buy
4,579
+910
+25% +$168K 0.22% 55
2020
Q4 		$665K Sell
3,669
-11
-0.3% -$1.58K 0.19% 59
2020
Q3 		$457K Buy
3,680
+60
+2% +$7.5K 0.15% 71
2020
Q2 		$404K Buy
3,620
+32
+0.9% +$3.53K 0.14% 70
2020
Q1 		$347K Sell
3,588
-292
-8% -$36.9K 0.12% 75
2019
Q4 		$561K Buy
+3,880
New +$542K 0.14% 66

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Center for Financial Planning's DIS Position: Q2 2026 in Review

Center for Financial Planning reduced its Walt Disney (DIS) stake by 5.2% in Q2 2026, selling an estimated $20.5K and leaving 3,679 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #131.

Center for Financial Planning first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1M in Q2 2021. 942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Center for Financial Planning held 3,679 shares of Walt Disney worth $354K as of Q2 2026.
  • Center for Financial Planning sold 201 Walt Disney shares in Q2 2026, an estimated $20.5K.
  • Walt Disney made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #131 holding.
  • Center for Financial Planning first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Walt Disney position peaked at $1M in Q2 2021.
  • 942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.