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Cumberland Advisors’s Walt Disney DIS Stock Holding History

Cumberland Advisors’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 		$756K Sell
7,850
-6,750
-46% -$688K 0.27% 35
2026
Q1 		$1.41M Sell
14,600
-1,000
-6% -$106K 0.55% 31
2025
Q4 		$1.77M Sell
15,600
-250
-2% -$27.5K 0.67% 28
2025
Q3 		$1.81M Hold
15,850
– – 0.7% 30
2025
Q2 		$1.97M Sell
15,850
-408
-3% -$42.4K 0.83% 28
2025
Q1 		$1.6M Buy
16,258
+8
+0% +$860 0.73% 29
2024
Q4 		$1.81M Hold
16,250
– – 0.72% 30
2024
Q3 		$1.56M Buy
16,250
+1,000
+7% +$92K 0.62% 31
2024
Q2 		$1.51M Buy
15,250
+1,000
+7% +$108K 0.62% 32
2024
Q1 		$1.74M Hold
14,250
– – 0.65% 37
2023
Q4 		$1.29M Sell
14,250
-100
-0.7% -$8.82K 0.55% 35
2023
Q3 		$1.16M Buy
14,350
+200
+1% +$17.1K 0.52% 37
2023
Q2 		$1.26M Buy
14,150
+1,000
+8% +$94.7K 0.58% 36
2023
Q1 		$1.32M Buy
+13,150
New +$1.33M 0.54% 37

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cumberland Advisors's DIS Position: Q2 2026 in Review

Cumberland Advisors reduced its Walt Disney (DIS) stake by 46% in Q2 2026, selling an estimated $688K and leaving 7,850 shares worth $756K. The position accounts for 0.27% of the portfolio, ranked #35.

Cumberland Advisors first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.97M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cumberland Advisors held 7,850 shares of Walt Disney worth $756K as of Q2 2026.
  • Cumberland Advisors sold 6,750 Walt Disney shares in Q2 2026, an estimated $688K.
  • Walt Disney made up 0.27% of Cumberland Advisors's portfolio in Q2 2026, its #35 holding.
  • Cumberland Advisors first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Cumberland Advisors's Walt Disney position peaked at $1.97M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.