Creative Planning’s Walt Disney DIS Stock Holding History

Creative 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 Q1	$66.4M	Sell	688,663 -25,548	-4%	-$2.7M	0.05%	175
2025 Q4	$81.3M	Buy	714,211 +38,056	+6%	+$4.19M	0.06%	139
2025 Q3	$77.4M	Buy	676,155 +41,224	+6%	+$4.86M	0.06%	132
2025 Q2	$78.7M	Sell	634,931 -8,101	-1%	-$842K	0.07%	118
2025 Q1	$63.5M	Buy	643,032 +38,615	+6%	+$4.15M	0.06%	131
2024 Q4	$67.3M	Sell	604,417 -51,295	-8%	-$5.39M	0.07%	115
2024 Q3	$59.8M	Buy	655,712 +41,272	+7%	+$3.8M	0.06%	127
2024 Q2	$61M	Sell	614,440 -10,346	-2%	-$1.11M	0.07%	114
2024 Q1	$76.4M	Buy	624,786 +16,568	+3%	+$1.73M	0.08%	102
2023 Q4	$54.9M	Sell	608,218 -27,828	-4%	-$2.45M	0.1%	116
2023 Q3	$51.6M	Buy	636,046 +116,400	+22%	+$9.94M	0.07%	120
2023 Q2	$46.4M	Sell	519,646 -21,117	-4%	-$2M	0.06%	122
2023 Q1	$54.1M	Sell	540,763 -3,740	-0.7%	-$377K	0.08%	110
2022 Q4	$47.3M	Buy	544,503 +59,160	+12%	+$5.66M	0.07%	114
2022 Q3	$45.8M	Sell	485,343 -60,969	-11%	-$6.53M	0.08%	104
2022 Q2	$51.6M	Buy	546,312 +113,047	+26%	+$12.5M	0.09%	102
2022 Q1	$59.4M	Buy	433,265 +72,264	+20%	+$10.4M	0.09%	94
2021 Q4	$55.9M	Buy	361,001 +10,831	+3%	+$1.75M	0.09%	90
2021 Q3	$59.2M	Buy	350,170 +12,687	+4%	+$2.26M	0.11%	76
2021 Q2	$59.3M	Sell	337,483 -236,098	-41%	-$42.5M	0.11%	79
2021 Q1	$106M	Buy	573,581 +15,828	+3%	+$2.92M	0.21%	54
2020 Q4	$101M	Buy	557,753 +18,416	+3%	+$2.64M	0.22%	50
2020 Q3	$66.9M	Buy	539,337 +11,557	+2%	+$1.44M	0.17%	57
2020 Q2	$58.9M	Sell	527,780 -3,736	-0.7%	-$412K	0.17%	56
2020 Q1	$51.3M	Buy	531,516 +10,920	+2%	+$1.38M	0.18%	52
2019 Q4	$75.3M	Buy	520,596 +13,522	+3%	+$1.89M	0.23%	41
2019 Q3	$66.1M	Sell	507,074 -5,646	-1%	-$781K	0.22%	46
2019 Q2	$71.6M	Sell	512,720 -111,174	-18%	-$14.7M	0.24%	42
2019 Q1	$69.3M	Buy	623,894 +7,579	+1%	+$847K	0.25%	41
2018 Q4	$67.6M	Sell	616,315 -3,142	-0.5%	-$357K	0.28%	38
2018 Q3	$72.4M	Sell	619,457 -11,529	-2%	-$1.28M	0.27%	41
2018 Q2	$66.1M	Buy	630,986 +17,722	+3%	+$1.81M	0.26%	42
2018 Q1	$61.6M	Buy	613,264 +370,620	+153%	+$39.4M	0.25%	44
2017 Q4	$26.1M	Sell	242,644 -363,208	-60%	-$37.4M	0.11%	77
2017 Q3	$59.7M	Buy	605,852 +89	+0%	+$9.15K	0.28%	41
2017 Q2	$64.4M	Buy	605,763 +10,842	+2%	+$1.19M	0.33%	37
2017 Q1	$67.5M	Buy	594,921 +544	+0.1%	+$59.9K	0.37%	35
2016 Q4	$61.9M	Sell	594,377 -8,703	-1%	-$849K	0.38%	35
2016 Q3	$56M	Buy	603,080 +11,921	+2%	+$1.14M	0.36%	35
2016 Q2	$57.8M	Buy	591,159 +9,539	+2%	+$954K	0.42%	34
2016 Q1	$57.8M	Buy	581,620 +12,285	+2%	+$1.19M	0.45%	34
2015 Q4	$59.8M	Buy	569,335 +15,495	+3%	+$1.73M	0.49%	32
2015 Q3	$56.6M	Buy	553,840 +47,409	+9%	+$5.16M	0.5%	34
2015 Q2	$57.8M	Sell	506,431 -12,983	-2%	-$1.43M	0.52%	32
2015 Q1	$54.5M	Buy	519,414 +18,183	+4%	+$1.83M	0.51%	31
2014 Q4	$47.2M	Buy	501,231 +11,353	+2%	+$1.02M	0.49%	35
2014 Q3	$43.6M	Buy	489,878 +11,595	+2%	+$1.02M	0.51%	34
2014 Q2	$41M	Sell	478,283 -11,468	-2%	-$937K	0.53%	32
2014 Q1	$39.2M	Buy	489,751 +3,496	+0.7%	+$271K	0.59%	29
2013 Q4	$37.1M	Buy	486,255 +8,707	+2%	+$603K	0.63%	27
2013 Q3	$30.8M	Buy	477,548 +26,129	+6%	+$1.67M	0.61%	28
2013 Q2	$28.5M	Buy	+451,419	New	+$28.5M	0.66%	27

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's DIS Position: Q1 2026 in Review

Creative Planning reduced its Walt Disney (DIS) stake by 3.6% in Q1 2026, selling an estimated $2.7M and leaving 688,663 shares worth $66.4M. The position accounts for 0.05% of the portfolio, ranked #175.

Creative Planning first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $106M in Q1 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Creative Planning held 688,663 shares of Walt Disney worth $66.4M as of Q1 2026.
Creative Planning sold 25,548 Walt Disney shares in Q1 2026, an estimated $2.7M.
Walt Disney made up 0.05% of Creative Planning's portfolio in Q1 2026, its #175 holding.
Creative Planning first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Walt Disney position peaked at $106M in Q1 2021.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.