Crown Wealth Group’s Walt Disney DIS Stock Holding History

Crown Wealth Group’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 Q2	$202K	Sell	2,102 -28	-1%	-$2.85K	0.05%	146
2026 Q1	$205K	Buy	2,130 +143	+7%	+$15.1K	0.06%	142
2025 Q4	$226K	Buy	1,987 +49	+3%	+$5.4K	0.06%	128
2025 Q3	$222K	Sell	1,938 -68	-3%	-$8.01K	0.07%	112
2025 Q2	$249K	Buy	+2,006	New	+$208K	0.09%	93
2023 Q2	–	Sell	-2,566	Closed	-$257K	–	67
2023 Q1	$257K	Buy	+2,566	New	+$259K	0.22%	52

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Crown Wealth Group's DIS Position: Q2 2026 in Review

Crown Wealth Group reduced its Walt Disney (DIS) stake by 1.3% in Q2 2026, selling an estimated $2.85K and leaving 2,102 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #146.

Crown Wealth Group first reported a position in DIS in Q1 2023 and has held it in 6 quarters since. The position peaked at $257K in Q1 2023. 1,278 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Crown Wealth Group held 2,102 shares of Walt Disney worth $202K as of Q2 2026.
Crown Wealth Group sold 28 Walt Disney shares in Q2 2026, an estimated $2.85K.
Walt Disney made up 0.05% of Crown Wealth Group's portfolio in Q2 2026, its #146 holding.
Crown Wealth Group first reported a position in Walt Disney in Q1 2023 and has held it in 6 quarters since.
Crown Wealth Group's Walt Disney position peaked at $257K in Q1 2023.
1,278 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.