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Cornerstone Planning’s Walt Disney DIS Stock Holding History

Cornerstone Planning’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 		$2.61M Buy
27,047
+544
+2% +$55.5K 0.6% 62
2026
Q1 		$2.56M Buy
26,503
+242
+0.9% +$25.6K 0.58% 68
2025
Q4 		$3M Buy
+26,261
New +$2.89M 0.7% 56
2024
Q4 		$1.79M Buy
+16,099
New +$1.69M 0.68% 46

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

Cornerstone Planning's DIS Position: Q2 2026 in Review

Cornerstone Planning increased its Walt Disney (DIS) stake by 2.1% in Q2 2026, buying an estimated $55.5K and bringing the position to 27,047 shares worth $2.61M. The position accounts for 0.6% of the portfolio, ranked #62.

Cornerstone Planning first reported a position in DIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $3M in Q4 2025. 2,919 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cornerstone Planning held 27,047 shares of Walt Disney worth $2.61M as of Q2 2026.
  • Cornerstone Planning bought 544 Walt Disney shares in Q2 2026, an estimated $55.5K.
  • Walt Disney made up 0.6% of Cornerstone Planning's portfolio in Q2 2026, its #62 holding.
  • Cornerstone Planning first reported a position in Walt Disney in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Walt Disney position peaked at $3M in Q4 2025.
  • 2,919 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.