CFG
DIS icon

Clayton Financial Group’s Walt Disney DIS Stock Holding History

Clayton Financial Group’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 		– Sell
-412
Closed -$39.7K – 204
2026
Q1 		$39.7K Hold
412
– – 0.02% 155
2025
Q4 		$46.9K Buy
412
+400
+3,333% +$44.1K 0.02% 146
2025
Q3 		$1.37K Buy
+12
New +$1.41K ﹤0.01% 266

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

Clayton Financial Group's DIS Position: Q2 2026 in Review

Clayton Financial Group sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 412 shares — an estimated $39.7K sold.

Clayton Financial Group first reported a position in DIS in Q3 2025 and held it in 3 quarters. The position peaked at $46.9K in Q4 2025. 593 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Clayton Financial Group reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 412 Walt Disney shares in Q2 2026, an estimated $39.7K.
  • Clayton Financial Group first reported a position in Walt Disney in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Walt Disney position peaked at $46.9K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.