CPC
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CFC Planning Company’s Walt Disney DIS Stock Holding History

CFC Planning Company’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 		$5.38M Buy
55,916
+1,499
+3% +$153K 3.15% 8
2026
Q1 		$5.24M Buy
54,417
+3,318
+6% +$351K 3.74% 4
2025
Q4 		$5.81M Buy
51,099
+3,462
+7% +$381K 4.41% 4
2025
Q3 		$5.45M Buy
47,637
+1,844
+4% +$217K 4.48% 4
2025
Q2 		$5.68M Buy
45,793
+2,021
+5% +$210K 5.36% 3
2025
Q1 		$4.32M Buy
43,772
+4,338
+11% +$466K 4.62% 3
2024
Q4 		$4.39M Buy
+39,434
New +$4.14M 4.7% 2

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CFC Planning Company's DIS Position: Q2 2026 in Review

CFC Planning Company increased its Walt Disney (DIS) stake by 2.8% in Q2 2026, buying an estimated $153K and bringing the position to 55,916 shares worth $5.38M. The position accounts for 3.15% of the portfolio, ranked #8.

CFC Planning Company first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.81M in Q4 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CFC Planning Company held 55,916 shares of Walt Disney worth $5.38M as of Q2 2026.
  • CFC Planning Company bought 1,499 Walt Disney shares in Q2 2026, an estimated $153K.
  • Walt Disney made up 3.15% of CFC Planning Company's portfolio in Q2 2026, its #8 holding.
  • CFC Planning Company first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • CFC Planning Company's Walt Disney position peaked at $5.81M in Q4 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.