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 Q3	$252K	Buy	2,404 +302	+14%	+$30.9K	0.06%	120
2026 Q2	$202K	Sell	2,102 -28	-1%	-$2.86K	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 $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crown Wealth Group's DIS Position: Q3 2026 in Review

Crown Wealth Group increased its Walt Disney (DIS) stake by 14% in Q3 2026, buying an estimated $30.9K and bringing the position to 2,404 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #120.

Crown Wealth Group first reported a position in DIS in Q1 2023 and has held it in 7 quarters since. The position peaked at $257K in Q1 2023. 1,304 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Crown Wealth Group held 2,404 shares of Walt Disney worth $252K as of Q3 2026.
Crown Wealth Group bought 302 Walt Disney shares in Q3 2026, an estimated $30.9K.
Walt Disney made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #120 holding.
Crown Wealth Group first reported a position in Walt Disney in Q1 2023 and has held it in 7 quarters since.
Crown Wealth Group's Walt Disney position peaked at $257K in Q1 2023.
1,304 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.