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 $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.