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Copperleaf Capital’s Walt Disney DIS Stock Holding History

Copperleaf Capital’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
Q3 		$1.02M Sell
8,917
-2,562
-22% -$302K 0.49% 53
2025
Q2 		$1.42M Sell
11,479
-370
-3% -$38.4K 0.72% 39
2025
Q1 		$1.17M Buy
11,849
+791
+7% +$85K 0.7% 38
2024
Q4 		$1.23M Buy
11,058
+32
+0.3% +$3.36K 0.78% 36
2024
Q3 		$1.06M Sell
11,026
-396
-3% -$36.4K 0.81% 34
2024
Q2 		$1.13M Buy
11,422
+1,594
+16% +$172K 0.91% 32
2024
Q1 		$1.2M Buy
9,828
+2,587
+36% +$270K 1.04% 31
2023
Q4 		$654K Sell
7,241
-1,435
-17% -$127K 0.67% 48
2023
Q3 		$703K Sell
8,676
-1,898
-18% -$162K 0.76% 42
2023
Q2 		$944K Buy
10,574
+1,286
+14% +$122K 0.88% 34
2023
Q1 		$930K Sell
9,288
-2,193
-19% -$221K 0.92% 33
2022
Q4 		$997K Buy
11,481
+4,520
+65% +$432K 1.15% 27
2022
Q3 		$657K Buy
6,961
+3,104
+80% +$332K 0.71% 40
2022
Q2 		$364K Buy
3,857
+2
+0.1% +$222 0.37% 54
2022
Q1 		$529K Buy
3,855
+270
+8% +$39K 0.47% 50
2021
Q4 		$555K Buy
3,585
+326
+10% +$52.6K 0.48% 48
2021
Q3 		$551K Buy
3,259
+1,309
+67% +$233K 0.53% 46
2021
Q2 		$343K Sell
1,950
-13
-0.7% -$2.34K 0.34% 50
2021
Q1 		$362K Sell
1,963
-504
-20% -$92.9K 0.39% 48
2020
Q4 		$447K Buy
2,467
+535
+28% +$76.8K 0.38% 43
2020
Q3 		$240K Buy
1,932
+13
+0.7% +$1.63K 0.23% 51
2020
Q2 		$214K Buy
+1,919
New +$212K 0.22% 48
2020
Q1 		– Sell
-1,878
Closed -$272K – 44
2019
Q4 		$272K Buy
+1,878
New +$262K 0.28% 42

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Copperleaf Capital's DIS Position: Q3 2025 in Review

Copperleaf Capital reduced its Walt Disney (DIS) stake by 22% in Q3 2025, selling an estimated $302K and leaving 8,917 shares worth $1.02M. The position accounts for 0.49% of the portfolio, ranked #53.

Copperleaf Capital first reported a position in DIS in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.42M in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Copperleaf Capital held 8,917 shares of Walt Disney worth $1.02M as of Q3 2025.
  • Copperleaf Capital sold 2,562 Walt Disney shares in Q3 2025, an estimated $302K.
  • Walt Disney made up 0.49% of Copperleaf Capital's portfolio in Q3 2025, its #53 holding.
  • Copperleaf Capital first reported a position in Walt Disney in Q4 2019 and has held it in 23 quarters since.
  • Copperleaf Capital's Walt Disney position peaked at $1.42M in Q2 2025.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.