Constant Guidance Financial’s Walt Disney DIS Stock Holding History

Constant Guidance Financial’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	$950K	Sell	9,858 -4,560	-32%	-$482K	0.66%	18
2025 Q4	$1.64M	Buy	+14,418	New	+$1.59M	1.15%	16
2025 Q3	–	Sell	-25,431	Closed	-$3.15M	–	40
2025 Q2	$3.15M	Buy	+25,431	New	+$2.64M	3.17%	7
2025 Q1	–	Sell	-10,689	Closed	-$1.19M	–	36
2024 Q4	$1.19M	Buy	10,689 +2,335	+28%	+$245K	1.03%	18
2024 Q3	$804K	Buy	+8,354	New	+$769K	0.66%	21
2024 Q2	–	Sell	-11,065	Closed	-$1.3M	–	29
2024 Q1	$1.3M	Buy	+11,065	New	+$1.16M	1.2%	22

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Constant Guidance Financial's DIS Position: Q1 2026 in Review

Constant Guidance Financial reduced its Walt Disney (DIS) stake by 32% in Q1 2026, selling an estimated $482K and leaving 9,858 shares worth $950K. The position accounts for 0.66% of the portfolio, ranked #18.

Constant Guidance Financial first reported a position in DIS in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.15M in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Constant Guidance Financial held 9,858 shares of Walt Disney worth $950K as of Q1 2026.
Constant Guidance Financial sold 4,560 Walt Disney shares in Q1 2026, an estimated $482K.
Walt Disney made up 0.66% of Constant Guidance Financial's portfolio in Q1 2026, its #18 holding.
Constant Guidance Financial first reported a position in Walt Disney in Q1 2024 and has held it in 6 quarters since.
Constant Guidance Financial's Walt Disney position peaked at $3.15M in Q2 2025.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.