Cove Private Wealth’s Walt Disney DIS Stock Holding History

Cove Private Wealth’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 Q3	$1.56M	Sell	14,841 -2,991	-17%	-$306K	0.27%	63
2026 Q2	$1.72M	Sell	17,832 -85	-0.5%	-$8.67K	0.33%	57
2026 Q1	$1.73M	Hold	17,917	–	–	0.39%	49
2025 Q4	$2.04M	Sell	17,917 -53	-0.3%	-$5.84K	0.61%	41
2025 Q3	$2.06M	Hold	17,970	–	–	0.65%	37
2025 Q2	$2.23M	Buy	17,970 +4,917	+38%	+$511K	0.79%	30
2025 Q1	$1.29M	Buy	13,053 +53	+0.4%	+$5.7K	0.68%	41
2024 Q4	$1.45M	Hold	13,000	–	–	0.87%	28
2024 Q3	$1.25M	Hold	13,000	–	–	0.97%	30
2024 Q2	$1.29M	Hold	13,000	–	–	1.03%	28
2024 Q1	$1.59M	Hold	13,000	–	–	1.36%	22
2023 Q4	$1.17M	Buy	+13,000	New	+$1.15M	1.11%	30

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Cove Private Wealth's DIS Position: Q3 2026 in Review

Cove Private Wealth reduced its Walt Disney (DIS) stake by 17% in Q3 2026, selling an estimated $306K and leaving 14,841 shares worth $1.56M. The position accounts for 0.27% of the portfolio, ranked #63.

Cove Private Wealth first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.23M in Q2 2025. 1,284 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Cove Private Wealth held 14,841 shares of Walt Disney worth $1.56M as of Q3 2026.
Cove Private Wealth sold 2,991 Walt Disney shares in Q3 2026, an estimated $306K.
Walt Disney made up 0.27% of Cove Private Wealth's portfolio in Q3 2026, its #63 holding.
Cove Private Wealth first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
Cove Private Wealth's Walt Disney position peaked at $2.23M in Q2 2025.
1,284 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.