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Crescent Sterling’s Walt Disney DIS Stock Holding History

Crescent Sterling’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
Q4 		– Sell
-1,764
Closed -$202K – 80
2025
Q3 		$202K Sell
1,764
-20
-1% -$2.36K 0.21% 74
2025
Q2 		$221K Buy
+1,784
New +$185K 0.25% 70
2024
Q2 		– Sell
-2,130
Closed -$261K – 78
2024
Q1 		$261K Sell
2,130
-1,854
-47% -$194K 0.24% 73
2023
Q4 		$360K Sell
3,984
-496
-11% -$43.7K 0.36% 61
2023
Q3 		$363K Sell
4,480
-1,261
-22% -$108K 0.38% 55
2023
Q2 		$513K Sell
5,741
-273
-5% -$25.9K 0.49% 51
2023
Q1 		$602K Buy
6,014
+612
+11% +$61.7K 0.59% 45
2022
Q4 		$469K Buy
+5,402
New +$517K 0.5% 49

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crescent Sterling's DIS Position: Q4 2025 in Review

Crescent Sterling sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,764 shares — an estimated $202K sold.

Crescent Sterling first reported a position in DIS in Q4 2022 and held it in 8 quarters. The position peaked at $602K in Q1 2023. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Crescent Sterling reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Crescent Sterling sold 1,764 Walt Disney shares in Q4 2025, an estimated $202K.
  • Crescent Sterling first reported a position in Walt Disney in Q4 2022 and held it in 8 quarters.
  • Crescent Sterling's Walt Disney position peaked at $602K in Q1 2023.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Crescent Sterling's 13F filing for Q4 2025, filed 7 Jan 2026.