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Court Place Advisors’s Walt Disney DIS Stock Holding History

Court Place Advisors’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 		$989K Sell
8,642
-397
-4% -$46.8K 0.3% 67
2025
Q2 		$1.12M Sell
9,039
-330
-4% -$34.3K 0.35% 61
2025
Q1 		$925K Sell
9,369
-117
-1% -$12.6K 0.31% 71
2024
Q4 		$1.06M Sell
9,486
-375
-4% -$39.4K 0.34% 63
2024
Q3 		$949K Sell
9,861
-547
-5% -$50.3K 0.28% 75
2024
Q2 		$1.03M Sell
10,408
-1,011
-9% -$109K 0.32% 68
2024
Q1 		$1.4M Sell
11,419
-1,428
-11% -$149K 0.45% 52
2023
Q4 		$1.16M Sell
12,847
-768
-6% -$67.7K 0.38% 62
2023
Q3 		$1.1M Sell
13,615
-415
-3% -$35.4K 0.39% 63
2023
Q2 		$1.25M Sell
14,030
-695
-5% -$65.8K 0.44% 58
2023
Q1 		$1.47M Sell
14,725
-610
-4% -$61.5K 0.53% 50
2022
Q4 		$1.33M Sell
15,335
-1,686
-10% -$161K 0.48% 52
2022
Q3 		$1.61M Sell
17,021
-70
-0.4% -$7.49K 0.65% 41
2022
Q2 		$1.61M Sell
17,091
-555
-3% -$61.6K 0.61% 43
2022
Q1 		$2.42M Sell
17,646
-1,170
-6% -$169K 0.78% 35
2021
Q4 		$2.91M Sell
18,816
-560
-3% -$90.4K 0.8% 33
2021
Q3 		$3.28M Buy
19,376
+1,530
+9% +$273K 0.97% 26
2021
Q2 		$3.14M Hold
17,846
– – 0.91% 28
2021
Q1 		$3.29M Hold
17,846
– – 1.02% 27
2020
Q4 		$3.23M Sell
17,846
-865
-5% -$124K 1.08% 24
2020
Q3 		$2.32M Sell
18,711
-167
-0.9% -$20.9K 0.87% 29
2020
Q2 		$2.1M Sell
18,878
-200
-1% -$22.1K 0.82% 32
2020
Q1 		$1.84M Buy
19,078
+1,953
+11% +$247K 0.83% 34
2019
Q4 		$2.48M Buy
17,125
+619
+4% +$86.4K 0.89% 33
2019
Q3 		$2.15M Sell
16,506
-289
-2% -$40K 0.83% 34
2019
Q2 		$2.35M Buy
16,795
+1,575
+10% +$209K 0.92% 29
2019
Q1 		$1.69M Buy
15,220
+522
+4% +$58.3K 0.68% 39
2018
Q4 		$1.61M Buy
14,698
+235
+2% +$26.7K 0.73% 38
2018
Q3 		$1.69M Buy
14,463
+1,261
+10% +$140K 0.64% 42
2018
Q2 		$1.38M Sell
13,202
-336
-2% -$34.4K 0.57% 50
2018
Q1 		$1.36M Buy
13,538
+794
+6% +$84.4K 0.57% 50
2017
Q4 		$1.37M Buy
12,744
+530
+4% +$54.6K 0.57% 51
2017
Q3 		$1.2M Sell
12,214
-348
-3% -$35.8K 0.54% 52
2017
Q2 		$1.33M Buy
12,562
+70
+0.6% +$7.67K 0.63% 44
2017
Q1 		$1.42M Sell
12,492
-394
-3% -$43.4K 0.7% 42
2016
Q4 		$1.34M Buy
12,886
+1,357
+12% +$132K 0.7% 42
2016
Q3 		$1.07M Buy
11,529
+4,202
+57% +$402K 0.6% 46
2016
Q2 		$717K Buy
7,327
+276
+4% +$27.6K 0.42% 60
2016
Q1 		$700K Buy
7,051
+1
+0% +$97 0.43% 57
2015
Q4 		$741K Buy
7,050
+50
+0.7% +$5.57K 0.47% 52
2015
Q3 		$715K Buy
7,000
+302
+5% +$32.9K 0.49% 53
2015
Q2 		$765K Hold
6,698
– – 0.49% 55
2015
Q1 		$703K Buy
6,698
+2
+0% +$202 0.45% 56
2014
Q4 		$631K Hold
6,696
– – 0.41% 61
2014
Q3 		$596K Hold
6,696
– – 0.41% 60
2014
Q2 		$574K Hold
6,696
– – 0.4% 63
2014
Q1 		$536K Buy
6,696
+3
+0% +$233 0.39% 63
2013
Q4 		$511K Buy
+6,693
New +$464K 0.39% 62

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

Court Place Advisors's DIS Position: Q3 2025 in Review

Court Place Advisors reduced its Walt Disney (DIS) stake by 4.4% in Q3 2025, selling an estimated $46.8K and leaving 8,642 shares worth $989K. The position accounts for 0.3% of the portfolio, ranked #67.

Court Place Advisors first reported a position in DIS in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.29M in Q1 2021. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Court Place Advisors held 8,642 shares of Walt Disney worth $989K as of Q3 2025.
  • Court Place Advisors sold 397 Walt Disney shares in Q3 2025, an estimated $46.8K.
  • Walt Disney made up 0.3% of Court Place Advisors's portfolio in Q3 2025, its #67 holding.
  • Court Place Advisors first reported a position in Walt Disney in Q4 2013 and has held it in 48 quarters since.
  • Court Place Advisors's Walt Disney position peaked at $3.29M in Q1 2021.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.