CW
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Cook Wealth’s Walt Disney DIS Stock Holding History

Cook Wealth’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
2025
Q1 		– Sell
-1,953
Closed -$217K – 53
2024
Q4 		$217K Buy
+1,953
New +$205K 0.1% 53
2024
Q2 		– Sell
-2,088
Closed -$235K – 58
2024
Q1 		$235K Buy
+2,088
New +$218K 0.14% 48
2023
Q3 		– Sell
-2,355
Closed -$201K – 55
2023
Q2 		$201K Buy
2,355
+216
+10% +$20.5K 0.15% 48
2023
Q1 		$214K Buy
+2,139
New +$216K 0.18% 41
2022
Q4 		– Sell
-2,105
Closed -$220K – 45
2022
Q3 		$220K Buy
2,105
+267
+15% +$28.6K 0.24% 35
2022
Q2 		$201K Buy
1,838
+6
+0.3% +$666 0.21% 42
2022
Q1 		$206K Buy
1,832
+30
+2% +$4.34K 0.22% 37
2021
Q4 		$256K Buy
+1,802
New +$291K 0.26% 28

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM