CFD
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Creative Financial Designs’s Walt Disney DIS Stock Holding History

Creative Financial Designs’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
Q1 		$229K Buy
2,378
+135
+6% +$14.3K 0.01% 487
2025
Q4 		$255K Buy
2,243
+105
+5% +$11.6K 0.02% 424
2025
Q3 		$245K Sell
2,138
-18
-0.8% -$2.12K 0.02% 439
2025
Q2 		$267K Sell
2,156
-166
-7% -$17.2K 0.02% 429
2025
Q1 		$229K Sell
2,322
-116
-5% -$12.5K 0.02% 412
2024
Q4 		$272K Buy
2,438
+52
+2% +$5.46K 0.02% 379
2024
Q3 		$229K Sell
2,386
-665
-22% -$61.2K 0.02% 418
2024
Q2 		$303K Buy
3,051
+258
+9% +$27.8K 0.03% 354
2024
Q1 		$342K Sell
2,793
-5,362
-66% -$560K 0.03% 318
2023
Q4 		$736K Buy
8,155
+5,232
+179% +$461K 0.07% 193
2023
Q3 		$237K Sell
2,923
-201
-6% -$17.2K 0.03% 306
2023
Q2 		$279K Sell
3,124
-517
-14% -$49K 0.03% 287
2023
Q1 		$365K Buy
3,641
+249
+7% +$25.1K 0.05% 246
2022
Q4 		$295K Sell
3,392
-231
-6% -$22.1K 0.04% 265
2022
Q3 		$342K Buy
3,623
+101
+3% +$10.8K 0.06% 228
2022
Q2 		$332K Sell
3,522
-31
-0.9% -$3.44K 0.05% 229
2022
Q1 		$487K Buy
3,553
+287
+9% +$41.5K 0.07% 193
2021
Q4 		$506K Sell
3,266
-1,040
-24% -$168K 0.08% 188
2021
Q3 		$729K Sell
4,306
-184
-4% -$32.8K 0.12% 145
2021
Q2 		$789K Buy
4,490
+64
+1% +$11.5K 0.14% 135
2021
Q1 		$817K Buy
4,426
+290
+7% +$53.5K 0.16% 116
2020
Q4 		$749K Buy
4,136
+49
+1% +$7.03K 0.16% 112
2020
Q3 		$507K Sell
4,087
-125
-3% -$15.6K 0.13% 133
2020
Q2 		$470K Buy
4,212
+2,649
+169% +$292K 0.14% 120
2020
Q1 		$151K Buy
1,563
+481
+44% +$60.8K 0.08% 146
2019
Q4 		$160K Sell
1,082
-265
-20% -$37K 0.07% 169
2019
Q3 		$174K Buy
1,347
+285
+27% +$39.4K 0.09% 150
2019
Q2 		$150K Sell
1,062
-150
-12% -$19.9K 0.08% 152
2019
Q1 		$135K Buy
1,212
+816
+206% +$91.2K 0.08% 149
2018
Q4 		$43K Sell
396
-402
-50% -$45.7K 0.03% 205
2018
Q3 		$93K Sell
798
-813
-50% -$90.5K 0.05% 163
2018
Q2 		$169K Sell
1,611
-205
-11% -$21K 0.1% 138
2018
Q1 		$182K Buy
1,816
+174
+11% +$18.5K 0.12% 119
2017
Q4 		$176K Buy
1,642
+365
+29% +$37.6K 0.12% 119
2017
Q3 		$126K Buy
1,277
+139
+12% +$14.3K 0.07% 165
2017
Q2 		$121K Buy
1,138
+11
+1% +$1.21K 0.08% 166
2017
Q1 		$128K Sell
1,127
-75
-6% -$8.26K 0.09% 162
2016
Q4 		$125K Buy
+1,202
New +$117K 0.1% 158

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Financial Designs's DIS Position: Q1 2026 in Review

Creative Financial Designs increased its Walt Disney (DIS) stake by 6% in Q1 2026, buying an estimated $14.3K and bringing the position to 2,378 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #487.

Creative Financial Designs first reported a position in DIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $817K in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Creative Financial Designs held 2,378 shares of Walt Disney worth $229K as of Q1 2026.
  • Creative Financial Designs bought 135 Walt Disney shares in Q1 2026, an estimated $14.3K.
  • Walt Disney made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #487 holding.
  • Creative Financial Designs first reported a position in Walt Disney in Q4 2016 and has held it in 38 quarters since.
  • Creative Financial Designs's Walt Disney position peaked at $817K in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.