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
2020 Q3	–	Sell	-5,000	Closed	-$19K	–	2178
2020 Q2	$19K	Buy	5,000 +2,700	+117%	+$298K	﹤0.01%	1834
2020 Q1	$16K	Buy	+2,300	New	+$291K	﹤0.01%	1741
2017 Q3	–	Sell	-3,200	Closed	-$5K	–	2329
2017 Q2	$5K	Hold	3,200	–	–	﹤0.01%	3978
2017 Q1	$5K	Buy	+3,200	New	+$352K	﹤0.01%	3946

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's DIS Position: Q2 2026 in Review

Creative Planning increased its Walt Disney (DIS) stake by 18% in Q2 2026, buying an estimated $12.5M and bringing the position to 811,058 shares worth $78.1M. The position accounts for 0.05% of the portfolio, ranked #176.

Creative Planning first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $106M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Creative Planning held 811,058 shares of Walt Disney worth $78.1M as of Q2 2026.
Creative Planning bought 122,395 Walt Disney shares in Q2 2026, an estimated $12.5M.
Walt Disney made up 0.05% of Creative Planning's portfolio in Q2 2026, its #176 holding.
Creative Planning first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Walt Disney position peaked at $106M in Q1 2021.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.