CFP
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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
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 $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

Comprehensive Financial Planning's DIS Position: Q1 2026 in Review

Comprehensive Financial Planning held its Walt Disney (DIS) position steady in Q1 2026 at 95 shares worth $9.22K. The position accounts for 0.01% of the portfolio, ranked #270.

Comprehensive Financial Planning first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.7K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Comprehensive Financial Planning held 95 shares of Walt Disney worth $9.22K as of Q1 2026.
  • Comprehensive Financial Planning left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #270 holding.
  • Comprehensive Financial Planning first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's Walt Disney position peaked at $11.7K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.