CFP
DIS icon

Comprehensive Financial Planning’s Walt Disney DIS Stock Holding History

Comprehensive Financial Planning’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 		$9.21K Buy
96
+1
+1% +$102 ﹤0.01% 291
2026
Q1 		$9.22K Hold
95
– – 0.01% 270
2025
Q4 		$10.8K Hold
95
– – 0.01% 255
2025
Q3 		$10.9K Hold
95
– – 0.01% 242
2025
Q2 		$11.7K Buy
95
+5
+6% +$520 0.01% 226
2025
Q1 		$8.95K Hold
90
– – 0.01% 219
2024
Q4 		$10.1K Buy
+90
New +$9.45K 0.01% 243

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Comprehensive Financial Planning's DIS Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Walt Disney (DIS) stake by 1.1% in Q2 2026, buying an estimated $102 and bringing the position to 96 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Comprehensive Financial Planning first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7K in Q2 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Comprehensive Financial Planning held 96 shares of Walt Disney worth $9.21K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 Walt Disney share in Q2 2026, an estimated $102.
  • Walt Disney made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #291 holding.
  • Comprehensive Financial Planning first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Walt Disney position peaked at $11.7K in Q2 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.