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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFC Planning Company's DIS Position: Q1 2026 in Review

CFC Planning Company increased its Walt Disney (DIS) stake by 6.5% in Q1 2026, buying an estimated $351K and bringing the position to 54,417 shares worth $5.24M. The position accounts for 3.74% of the portfolio, ranked #4.

CFC Planning Company first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.81M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • CFC Planning Company held 54,417 shares of Walt Disney worth $5.24M as of Q1 2026.
  • CFC Planning Company bought 3,318 Walt Disney shares in Q1 2026, an estimated $351K.
  • Walt Disney made up 3.74% of CFC Planning Company's portfolio in Q1 2026, its #4 holding.
  • CFC Planning Company first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • CFC Planning Company's Walt Disney position peaked at $5.81M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.