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Cohen Investment Advisors’s Walt Disney DIS Stock Holding History

Cohen Investment Advisors’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 		$2.68M Buy
27,795
+698
+3% +$73.8K 1.27% 36
2025
Q4 		$3.08M Buy
27,097
+975
+4% +$107K 1.42% 33
2025
Q3 		$2.99M Buy
26,122
+1,000
+4% +$118K 1.45% 34
2025
Q2 		$3.12M Buy
25,122
+1,649
+7% +$171K 1.63% 29
2025
Q1 		$2.32M Buy
23,473
+2,929
+14% +$315K 1.34% 36
2024
Q4 		$2.29M Buy
20,544
+452
+2% +$47.5K 1.38% 34
2024
Q3 		$1.93M Buy
20,092
+2,052
+11% +$189K 1.18% 38
2024
Q2 		$1.46M Sell
18,040
-1,953
-10% -$210K 1.18% 39
2024
Q1 		$2.45M Buy
19,993
+2,771
+16% +$289K 1.59% 33
2023
Q4 		$1.55M Sell
17,222
-818
-5% -$72.1K 1.15% 40
2023
Q3 		$1.46M Buy
18,040
+1,690
+10% +$144K 1.18% 39
2023
Q2 		$1.46M Sell
16,350
-1,135
-6% -$108K 1.17% 39
2023
Q1 		$1.75M Buy
17,485
+203
+1% +$20.5K 1.38% 38
2022
Q4 		$1.5M Buy
17,282
+445
+3% +$42.6K 1.25% 37
2022
Q3 		$1.59M Buy
16,837
+223
+1% +$23.9K 1.46% 33
2022
Q2 		$1.57M Buy
16,614
+638
+4% +$70.8K 1.34% 36
2022
Q1 		$2.19M Buy
15,976
+118
+0.7% +$17.1K 1.63% 28
2021
Q4 		$2.46M Buy
15,858
+91
+0.6% +$14.7K 1.75% 26
2021
Q3 		$2.67M Sell
15,767
-6
-0% -$1.07K 2.04% 16
2021
Q2 		$2.77M Sell
15,773
-679
-4% -$122K 2.16% 17
2021
Q1 		$3.03M Buy
16,452
+772
+5% +$142K 2.46% 9
2020
Q4 		$2.84M Buy
+15,680
New +$2.25M 2.56% 5

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

Cohen Investment Advisors's DIS Position: Q1 2026 in Review

Cohen Investment Advisors increased its Walt Disney (DIS) stake by 2.6% in Q1 2026, buying an estimated $73.8K and bringing the position to 27,795 shares worth $2.68M. The position accounts for 1.27% of the portfolio, ranked #36.

Cohen Investment Advisors first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.12M in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cohen Investment Advisors held 27,795 shares of Walt Disney worth $2.68M as of Q1 2026.
  • Cohen Investment Advisors bought 698 Walt Disney shares in Q1 2026, an estimated $73.8K.
  • Walt Disney made up 1.27% of Cohen Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • Cohen Investment Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Walt Disney position peaked at $3.12M in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.