Central Valley Advisors’s Walt Disney DIS Stock Holding History

Central Valley 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	$345K	Sell	3,286 -564	-15%	-$57.8K	0.09%	124
2026 Q2	$371K	Sell	3,850 -154	-4%	-$15.7K	0.1%	140
2026 Q1	$386K	Buy	4,004 +436	+12%	+$46.1K	0.11%	131
2025 Q4	$406K	Sell	3,568 -70	-2%	-$7.71K	0.12%	107
2025 Q3	$417K	Buy	3,638 +5	+0.1%	+$589	0.13%	110
2025 Q2	$451K	Sell	3,633 -132	-4%	-$13.7K	0.15%	92
2025 Q1	$372K	Sell	3,765 -2,104	-36%	-$226K	0.14%	90
2024 Q4	$654K	Sell	5,869 -125	-2%	-$13.1K	0.3%	68
2024 Q3	$577K	Sell	5,994 -359	-6%	-$33K	0.33%	66
2024 Q2	$523K	Sell	6,353 -697	-10%	-$75K	0.22%	68
2024 Q1	$863K	Sell	7,050 -5	-0.1%	-$522	0.45%	59
2023 Q4	$637K	Buy	+7,055	New	+$622K	0.37%	69

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Central Valley Advisors's DIS Position: Q3 2026 in Review

Central Valley Advisors reduced its Walt Disney (DIS) stake by 15% in Q3 2026, selling an estimated $57.8K and leaving 3,286 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #124.

Central Valley Advisors first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $863K in Q1 2024. 1,304 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Central Valley Advisors held 3,286 shares of Walt Disney worth $345K as of Q3 2026.
Central Valley Advisors sold 564 Walt Disney shares in Q3 2026, an estimated $57.8K.
Walt Disney made up 0.09% of Central Valley Advisors's portfolio in Q3 2026, its #124 holding.
Central Valley Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Walt Disney position peaked at $863K in Q1 2024.
1,304 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.