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Cooper Financial Group’s Walt Disney DIS Stock Holding History

Cooper Financial Group’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
Q3 		$2.33M Sell
22,216
-490
-2% -$50.2K 0.19% 95
2026
Q2 		$2.19M Buy
22,706
+793
+4% +$80.8K 0.18% 100
2026
Q1 		$2.11M Buy
21,913
+814
+4% +$86K 0.21% 89
2025
Q4 		$2.4M Sell
21,099
-5,039
-19% -$555K 0.26% 70
2025
Q3 		$2.99M Buy
26,138
+766
+3% +$90.2K 0.33% 52
2025
Q2 		$3.15M Buy
25,372
+4,475
+21% +$465K 0.37% 49
2025
Q1 		$2.06M Buy
20,897
+517
+3% +$55.6K 0.27% 73
2024
Q4 		$2.27M Buy
20,380
+13,499
+196% +$1.42M 0.27% 61
2024
Q3 		$662K Buy
6,881
+457
+7% +$42K 0.09% 203
2024
Q2 		$638K Sell
6,424
-100
-2% -$10.8K 0.09% 188
2024
Q1 		$798K Sell
6,524
-1,872
-22% -$196K 0.13% 153
2023
Q4 		$758K Buy
8,396
+554
+7% +$48.8K 0.14% 143
2023
Q3 		$636K Sell
7,842
-78
-1% -$6.66K 0.15% 153
2023
Q2 		$707K Sell
7,920
-2,409
-23% -$228K 0.18% 139
2023
Q1 		$1.03M Sell
10,329
-883
-8% -$89K 0.28% 90
2022
Q4 		$974K Sell
11,212
-445
-4% -$42.6K 0.3% 83
2022
Q3 		$1.1M Sell
11,657
-1,590
-12% -$170K 0.4% 66
2022
Q2 		$1.25M Buy
13,247
+2,791
+27% +$310K 0.45% 58
2022
Q1 		$1.43M Buy
10,456
+1,579
+18% +$228K 0.54% 45
2021
Q4 		$1.38M Sell
8,877
-2,838
-24% -$458K 0.52% 46
2021
Q3 		$1.98M Sell
11,715
-73
-0.6% -$13K 0.41% 39
2021
Q2 		$2.07M Buy
11,788
+745
+7% +$134K 0.42% 37
2021
Q1 		$2.04M Sell
11,043
-3,039
-22% -$560K 0.46% 36
2020
Q4 		$2.55M Buy
14,082
+2,524
+22% +$362K 0.52% 33
2020
Q3 		$1.43M Sell
11,558
-45
-0.4% -$5.63K 0.41% 43
2020
Q2 		$1.29M Buy
11,603
+1,242
+12% +$137K 0.42% 41
2020
Q1 		$1M Buy
10,361
+1,894
+22% +$239K 0.42% 41
2019
Q4 		$1.23M Sell
8,467
-1
-0% -$140 0.49% 28
2019
Q3 		$1.1M Buy
8,468
+275
+3% +$38K 0.5% 31
2019
Q2 		$1.14M Buy
8,193
+999
+14% +$132K 0.55% 30
2019
Q1 		$799K Buy
7,194
+449
+7% +$50.2K 0.44% 30
2018
Q4 		$740K Buy
+6,745
New +$767K 0.5% 30

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cooper Financial Group's DIS Position: Q3 2026 in Review

Cooper Financial Group reduced its Walt Disney (DIS) stake by 2.2% in Q3 2026, selling an estimated $50.2K and leaving 22,216 shares worth $2.33M. The position accounts for 0.19% of the portfolio, ranked #95.

Cooper Financial Group first reported a position in DIS in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.15M in Q2 2025. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Cooper Financial Group held 22,216 shares of Walt Disney worth $2.33M as of Q3 2026.
  • Cooper Financial Group sold 490 Walt Disney shares in Q3 2026, an estimated $50.2K.
  • Walt Disney made up 0.19% of Cooper Financial Group's portfolio in Q3 2026, its #95 holding.
  • Cooper Financial Group first reported a position in Walt Disney in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's Walt Disney position peaked at $3.15M in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.