Cornerstone Planning Group’s Walt Disney DIS Stock Holding History

Cornerstone Planning 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 Q2	$170K	Sell	1,778 -287	-14%	-$29.3K	0.02%	185
2026 Q1	$207K	Buy	2,065 +359	+21%	+$37.9K	0.03%	166
2025 Q4	$187K	Buy	1,706 +1,576	+1,212%	+$174K	0.03%	145
2025 Q3	$1.63K	Sell	130 -1,210	-90%	-$143K	﹤0.01%	1208
2025 Q2	$159K	Sell	1,340 -285	-18%	-$29.6K	0.03%	100
2025 Q1	$142K	Buy	1,625 +541	+50%	+$58.1K	0.03%	112
2024 Q4	$123K	Buy	1,084 +50	+5%	+$5.25K	0.03%	99
2024 Q3	$99.4K	Buy	1,034 +68	+7%	+$6.26K	0.03%	115
2024 Q2	$84.7K	Sell	966 -1	-0.1%	-$108	0.02%	146
2024 Q1	$110K	Buy	967 +73	+8%	+$7.63K	0.03%	109
2023 Q4	$80.7K	Buy	894 +7	+0.8%	+$617	0.03%	135
2023 Q3	$71.9K	Buy	887 +78	+10%	+$6.66K	0.03%	138
2023 Q2	$72.2K	Buy	+809	New	+$76.6K	0.03%	178
2022 Q4	$81.4K	Buy	+822	New	+$78.6K	0.03%	186

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's DIS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Walt Disney (DIS) stake by 14% in Q2 2026, selling an estimated $29.3K and leaving 1,778 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #185.

Cornerstone Planning Group first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $207K in Q1 2026. 1,880 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Cornerstone Planning Group held 1,778 shares of Walt Disney worth $170K as of Q2 2026.
Cornerstone Planning Group sold 287 Walt Disney shares in Q2 2026, an estimated $29.3K.
Walt Disney made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #185 holding.
Cornerstone Planning Group first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Walt Disney position peaked at $207K in Q1 2026.
1,880 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.