CAC
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Certified Advisory Corp’s Walt Disney DIS Stock Holding History

Certified Advisory Corp’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 		$1.46M Buy
15,153
+3,754
+33% +$383K 0.12% 142
2026
Q1 		$1.1M Sell
11,399
-1,278
-10% -$135K 0.1% 153
2025
Q4 		$1.44M Sell
12,677
-840
-6% -$92.5K 0.13% 137
2025
Q3 		$1.55M Buy
13,517
+55
+0.4% +$6.48K 0.15% 129
2025
Q2 		$1.67M Sell
13,462
-3
-0% -$312 0.17% 117
2025
Q1 		$1.33M Sell
13,465
-500
-4% -$53.7K 0.15% 130
2024
Q4 		$1.55M Sell
13,965
-630
-4% -$66.2K 0.17% 118
2024
Q3 		$1.4M Buy
14,595
+2,330
+19% +$214K 0.16% 123
2024
Q2 		$1.22M Buy
+12,265
New +$1.32M 0.15% 124
2024
Q1 		– Sell
-12,664
Closed -$1.14M – 269
2023
Q4 		$1.14M Buy
+12,664
New +$1.12M 0.17% 120
2023
Q2 		– Sell
-11,391
Closed -$1.14M – 265
2023
Q1 		$1.14M Buy
11,391
+418
+4% +$42.1K 0.2% 111
2022
Q4 		$953K Buy
10,973
+310
+3% +$29.7K 0.19% 121
2022
Q3 		$1.01M Buy
10,663
+151
+1% +$16.2K 0.23% 106
2022
Q2 		$992K Sell
10,512
-2,681
-20% -$298K 0.22% 108
2022
Q1 		$1.81M Buy
13,193
+2,714
+26% +$392K 0.38% 74
2021
Q4 		$1.62M Sell
10,479
-326
-3% -$52.6K 0.36% 74
2021
Q3 		$1.83M Buy
10,805
+1,477
+16% +$263K 0.44% 55
2021
Q2 		$1.64M Buy
9,328
+87
+0.9% +$15.6K 0.41% 61
2021
Q1 		$1.71M Buy
+9,241
New +$1.7M 0.44% 59
2020
Q2 		$966K Buy
8,659
+1,193
+16% +$132K 0.32% 80
2020
Q1 		$721K Buy
7,466
+738
+11% +$93.3K 0.29% 86
2019
Q4 		$973K Buy
6,728
+538
+9% +$75.1K 0.31% 80
2019
Q3 		$807K Buy
6,190
+874
+16% +$121K 0.28% 83
2019
Q2 		$742K Sell
5,316
-323
-6% -$42.8K 0.28% 84
2019
Q1 		$626K Sell
5,639
-102
-2% -$11.4K 0.26% 86
2018
Q4 		$633K Buy
5,741
+127
+2% +$14.4K 0.33% 78
2018
Q3 		$656K Sell
5,614
-71
-1% -$7.9K 0.3% 77
2018
Q2 		$595K Sell
5,685
-68
-1% -$6.95K 0.33% 76
2018
Q1 		$577K Buy
5,753
+658
+13% +$69.9K 0.34% 75
2017
Q4 		$547K Buy
+5,095
New +$525K 0.39% 62

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

Certified Advisory Corp's DIS Position: Q2 2026 in Review

Certified Advisory Corp increased its Walt Disney (DIS) stake by 33% in Q2 2026, buying an estimated $383K and bringing the position to 15,153 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #142.

Certified Advisory Corp first reported a position in DIS in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.83M in Q3 2021. 1,004 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Certified Advisory Corp held 15,153 shares of Walt Disney worth $1.46M as of Q2 2026.
  • Certified Advisory Corp bought 3,754 Walt Disney shares in Q2 2026, an estimated $383K.
  • Walt Disney made up 0.12% of Certified Advisory Corp's portfolio in Q2 2026, its #142 holding.
  • Certified Advisory Corp first reported a position in Walt Disney in Q4 2017 and has held it in 30 quarters since.
  • Certified Advisory Corp's Walt Disney position peaked at $1.83M in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.