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
2025 Q1	–	Sell	-35,000	Closed	-$366K	–	3527
2024 Q4	$366K	Buy	+35,000	New	+$3.68M	﹤0.01%	2508
2024 Q3	–	Sell	-35,300	Closed	-$279K	–	3226
2024 Q2	$279K	Buy	35,300 +300	+0.9%	+$32.3K	﹤0.01%	2415
2024 Q1	$961K	Hold	35,000	–	–	﹤0.01%	1366
2023 Q4	$255K	Hold	35,000	–	–	﹤0.01%	2212
2023 Q3	$210K	Buy	35,000 +24,900	+247%	+$2.13M	﹤0.01%	2208
2023 Q2	$94.7K	Buy	10,100 +10,000	+10,000%	+$947K	﹤0.01%	2356
2023 Q1	$4.34K	Sell	100 -500	-83%	-$50.4K	﹤0.01%	2493
2022 Q4	$2	Buy	+600	New	+$57.4K	﹤0.01%	2486
2022 Q2	–	Sell	-1,500	Closed	-$7K	–	2346
2022 Q1	$7K	Buy	+1,500	New	+$217K	﹤0.01%	2216
2021 Q2	–	Sell	-4,500	Closed	-$175K	–	2204
2021 Q1	$175K	Sell	4,500 -500	-10%	-$92.2K	﹤0.01%	2130
2020 Q4	$204K	Buy	5,000 +2,000	+67%	+$287K	﹤0.01%	1893
2020 Q3	$12K	Sell	3,000 -1,500	-33%	-$187K	﹤0.01%	2008
2020 Q2	$12K	Buy	4,500 +1,000	+29%	+$110K	﹤0.01%	1866
2020 Q1	$10K	Buy	3,500 +2,500	+250%	+$316K	﹤0.01%	1766
2019 Q4	$3K	Sell	1,000 -1,600	-62%	-$223K	﹤0.01%	1943
2019 Q3	$17K	Buy	2,600 +1,300	+100%	+$180K	﹤0.01%	1868
2019 Q2	$26K	Buy	1,300 +1,100	+550%	+$146K	﹤0.01%	1870
2019 Q1	$2K	Sell	200 -1,000	-83%	-$112K	﹤0.01%	1933
2018 Q4	$4K	Sell	1,200 -1,000	-45%	-$114K	﹤0.01%	1874
2018 Q3	$17K	Buy	2,200 +200	+10%	+$22.3K	﹤0.01%	1960
2018 Q2	$6K	Buy	+2,000	New	+$205K	﹤0.01%	1972
2017 Q3	–	Sell	-6,900	Closed	-$32K	–	2328
2017 Q2	$32K	Buy	6,900 +600	+10%	+$65.7K	﹤0.01%	2843
2017 Q1	$60K	Sell	6,300 -9,900	-61%	-$1.09M	﹤0.01%	2338
2016 Q4	$157K	Sell	16,200 -300	-2%	-$29.3K	﹤0.01%	1549
2016 Q3	$73K	Buy	16,500 +6,500	+65%	+$622K	﹤0.01%	2070
2016 Q2	$63K	Buy	10,000 +1,200	+14%	+$120K	﹤0.01%	1973
2016 Q1	$59K	Sell	8,800 -3,700	-30%	-$357K	﹤0.01%	1972
2015 Q4	$115K	Buy	12,500 +8,300	+198%	+$925K	﹤0.01%	1549
2015 Q3	$40K	Buy	+4,200	New	+$457K	﹤0.01%	2195
2015 Q2	–	Sell	-3,600	Closed	-$62K	–	1552
2015 Q1	$62K	Buy	3,600 +1,100	+44%	+$111K	﹤0.01%	1865
2014 Q4	$61K	Sell	2,500 -400	-14%	-$36.1K	﹤0.01%	1868
2014 Q3	$60K	Buy	2,900 +900	+45%	+$79.4K	﹤0.01%	1801
2014 Q2	$46K	Hold	2,000	–	–	﹤0.01%	1922
2014 Q1	$39K	Buy	+2,000	New	+$155K	﹤0.01%	1960

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.