CFS Investment Advisory Services’s Walt Disney DIS Stock Holding History

CFS Investment Advisory Services’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	$359K	Buy	3,611 +377	+12%	+$38.4K	0.02%	293
2026 Q1	$344K	Sell	3,234 -68	-2%	-$7.19K	0.02%	293
2025 Q4	$376K	Buy	3,302 +1,337	+68%	+$147K	0.03%	263
2025 Q3	$219K	Sell	1,965 -21	-1%	-$2.47K	0.02%	326
2025 Q2	$246K	Sell	1,986 -295	-13%	-$30.7K	0.02%	298
2025 Q1	$225K	Buy	2,281 +22	+1%	+$2.36K	0.02%	292
2024 Q4	$252K	Buy	+2,259	New	+$237K	0.02%	268
2022 Q2	–	Sell	-401,879	Closed	-$3K	–	293
2022 Q1	$3K	Buy	401,879 +398,917	+13,468%	+$57.7M	0.01%	236
2021 Q4	$424K	Buy	2,962 +97	+3%	+$15.7K	0.06%	174
2021 Q3	$485K	Buy	+2,865	New	+$511K	0.07%	157

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

CFS Investment Advisory Services's DIS Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Walt Disney (DIS) stake by 12% in Q2 2026, buying an estimated $38.4K and bringing the position to 3,611 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #293.

CFS Investment Advisory Services first reported a position in DIS in Q3 2021 and has held it in 10 quarters since. The position peaked at $485K in Q3 2021. 835 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

CFS Investment Advisory Services held 3,611 shares of Walt Disney worth $359K as of Q2 2026.
CFS Investment Advisory Services bought 377 Walt Disney shares in Q2 2026, an estimated $38.4K.
Walt Disney made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #293 holding.
CFS Investment Advisory Services first reported a position in Walt Disney in Q3 2021 and has held it in 10 quarters since.
CFS Investment Advisory Services's Walt Disney position peaked at $485K in Q3 2021.
835 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.