Commonwealth Financial Services’s Walt Disney DIS Stock Holding History

Commonwealth 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	$389K	Buy	4,036 +542	+16%	+$55.3K	0.05%	179
2026 Q1	$337K	Buy	3,494 +579	+20%	+$61.2K	0.05%	163
2025 Q4	$332K	Buy	2,915 +23	+0.8%	+$2.53K	0.05%	159
2025 Q3	$331K	Buy	2,892 +1,026	+55%	+$121K	0.06%	155
2025 Q2	$231K	Buy	+1,866	New	+$194K	0.04%	187
2017 Q1	$93K	Buy	822 +364	+79%	+$40.1K	0.1%	75
2016 Q4	$49K	Hold	458	–	–	0.05%	91
2016 Q3	$43K	Hold	458	–	–	0.04%	86
2016 Q2	$45K	Hold	458	–	–	0.05%	88
2016 Q1	$45K	Hold	458	–	–	0.07%	85
2015 Q4	$48K	Hold	458	–	–	0.16%	73
2015 Q3	$47K	Hold	458	–	–	0.05%	76
2015 Q2	$52K	Hold	458	–	–	0.06%	88
2015 Q1	$48K	Hold	458	–	–	0.04%	94
2014 Q4	$43K	Buy	+458	New	+$41.3K	0.04%	90

Other funds holding DIS

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Commonwealth Financial Services increased its Walt Disney (DIS) stake by 16% in Q2 2026, buying an estimated $55.3K and bringing the position to 4,036 shares worth $389K. The position accounts for 0.05% of the portfolio, ranked #179.

Commonwealth Financial Services first reported a position in DIS in Q4 2014 and has held it in 15 quarters since. 536 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Commonwealth Financial Services held 4,036 shares of Walt Disney worth $389K as of Q2 2026.
Commonwealth Financial Services bought 542 Walt Disney shares in Q2 2026, an estimated $55.3K.
Walt Disney made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #179 holding.
Commonwealth Financial Services first reported a position in Walt Disney in Q4 2014 and has held it in 15 quarters since.
536 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.