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Cordatus Wealth Management’s Walt Disney DIS Stock Holding History

Cordatus Wealth Management’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
Q2 		$1.51M Buy
15,667
+257
+2% +$26.2K 0.33% 68
2026
Q1 		$1.49M Sell
15,410
-43
-0.3% -$4.54K 0.35% 68
2025
Q4 		$1.76M Buy
15,453
+161
+1% +$17.7K 0.41% 65
2025
Q3 		$1.75M Buy
15,292
+172
+1% +$20.3K 0.41% 64
2025
Q2 		$1.88M Buy
15,120
+11
+0.1% +$1.14K 0.46% 63
2025
Q1 		$1.49M Buy
15,109
+879
+6% +$94.5K 0.41% 68
2024
Q4 		$1.58M Buy
14,230
+573
+4% +$60.2K 0.42% 67
2024
Q3 		$1.31M Buy
13,657
+238
+2% +$21.9K 0.47% 58
2024
Q2 		$1.33M Buy
+13,419
New +$1.44M 0.5% 59
2023
Q3 		– Sell
-13,449
Closed -$1.2M – 85
2023
Q2 		$1.2M Buy
+13,449
New +$1.27M 0.45% 69
2022
Q4 		– Sell
-3,107
Closed -$293K – 61
2022
Q3 		$293K Buy
3,107
+198
+7% +$21.2K 0.31% 53
2022
Q2 		$275K Sell
2,909
-2,912
-50% -$323K 0.13% 125
2022
Q1 		$798K Buy
5,821
+546
+10% +$78.9K 0.28% 125
2021
Q4 		$817K Buy
+5,275
New +$852K 0.24% 122
2019
Q4 		– Sell
-32,817
Closed -$4.28M – 124
2019
Q3 		$4.28M Buy
+32,817
New +$4.54M 2.23% 6

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cordatus Wealth Management's DIS Position: Q2 2026 in Review

Cordatus Wealth Management increased its Walt Disney (DIS) stake by 1.7% in Q2 2026, buying an estimated $26.2K and bringing the position to 15,667 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #68.

Cordatus Wealth Management first reported a position in DIS in Q3 2019 and has held it in 15 quarters since. The position peaked at $4.28M in Q3 2019. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cordatus Wealth Management held 15,667 shares of Walt Disney worth $1.51M as of Q2 2026.
  • Cordatus Wealth Management bought 257 Walt Disney shares in Q2 2026, an estimated $26.2K.
  • Walt Disney made up 0.33% of Cordatus Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Cordatus Wealth Management first reported a position in Walt Disney in Q3 2019 and has held it in 15 quarters since.
  • Cordatus Wealth Management's Walt Disney position peaked at $4.28M in Q3 2019.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.