CFS
DIS icon

CGC Financial Services’s Walt Disney DIS Stock Holding History

CGC Financial 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 		$12.4K Hold
129
– – ﹤0.01% 213
2026
Q1 		$12.4K Buy
129
+1
+0.8% +$106 ﹤0.01% 204
2025
Q4 		$14.6K Hold
128
– – ﹤0.01% 202
2025
Q3 		$14.7K Hold
128
– – ﹤0.01% 199
2025
Q2 		$15.9K Hold
128
– – 0.01% 185
2025
Q1 		$12.7K Sell
128
-6
-4% -$645 0.01% 185
2024
Q4 		$14.9K Hold
134
– – 0.01% 180
2024
Q3 		$12.9K Hold
134
– – 0.01% 186
2024
Q2 		$13.3K Hold
134
– – 0.01% 183
2024
Q1 		$16.4K Sell
134
-33
-20% -$3.45K 0.01% 172
2023
Q4 		$15.1K Buy
167
+85
+104% +$7.49K 0.01% 191
2023
Q3 		$6.65K Sell
82
-15
-15% -$1.28K ﹤0.01% 193
2023
Q2 		$8.66K Buy
+97
New +$9.19K 0.01% 189

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

CGC Financial Services's DIS Position: Q2 2026 in Review

CGC Financial Services held its Walt Disney (DIS) position steady in Q2 2026 at 129 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

CGC Financial Services first reported a position in DIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.4K in Q1 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CGC Financial Services held 129 shares of Walt Disney worth $12.4K as of Q2 2026.
  • CGC Financial Services left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #213 holding.
  • CGC Financial Services first reported a position in Walt Disney in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Walt Disney position peaked at $16.4K in Q1 2024.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.