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
Q3 		$6.05M Buy
57,631
+1,715
+3% +$176K 3.25% 8
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CFC Planning Company's DIS Position: Q3 2026 in Review

CFC Planning Company increased its Walt Disney (DIS) stake by 3.1% in Q3 2026, buying an estimated $176K and bringing the position to 57,631 shares worth $6.05M. The position accounts for 3.25% of the portfolio, ranked #8.

CFC Planning Company first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. 1,304 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • CFC Planning Company held 57,631 shares of Walt Disney worth $6.05M as of Q3 2026.
  • CFC Planning Company bought 1,715 Walt Disney shares in Q3 2026, an estimated $176K.
  • Walt Disney made up 3.25% of CFC Planning Company's portfolio in Q3 2026, its #8 holding.
  • CFC Planning Company first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.