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Cumberland Partners’s Walt Disney DIS Stock Holding History

Cumberland Partners’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
Q1 		$1.78M Sell
18,478
-16,445
-47% -$1.74M 0.14% 97
2025
Q4 		$3.97M Sell
34,923
-30,165
-46% -$3.32M 0.24% 82
2025
Q3 		$7.45M Buy
65,088
+42,570
+189% +$5.01M 0.49% 44
2025
Q2 		$2.79M Buy
+22,518
New +$2.34M 0.19% 84
2022
Q4 		– Sell
-13,235
Closed -$1.25M – 171
2022
Q3 		$1.25M Buy
13,235
+42
+0.3% +$4.5K 0.13% 92
2022
Q2 		$1.25M Buy
13,193
+95
+0.7% +$10.5K 0.12% 99
2022
Q1 		$1.8M Sell
13,098
-963
-7% -$139K 0.14% 97
2021
Q4 		$2.18M Buy
14,061
+19
+0.1% +$3.07K 0.15% 97
2021
Q3 		$2.38M Buy
14,042
+464
+3% +$82.7K 0.19% 91
2021
Q2 		$2.39M Sell
13,578
-10
-0.1% -$1.8K 0.19% 90
2021
Q1 		$2.51M Buy
13,588
+1,374
+11% +$253K 0.21% 86
2020
Q4 		$2.21M Sell
12,214
-97
-0.8% -$13.9K 0.2% 84
2020
Q3 		$1.53M Sell
12,311
-8,423
-41% -$1.05M 0.16% 87
2020
Q2 		$2.31M Sell
20,734
-310
-1% -$34.2K 0.24% 81
2020
Q1 		$2.03M Buy
21,044
+11,992
+132% +$1.52M 0.24% 78
2019
Q4 		$1.31M Sell
9,052
-4,300
-32% -$600K 0.12% 102
2019
Q3 		$1.74M Buy
13,352
+2,850
+27% +$394K 0.17% 90
2019
Q2 		$1.47M Sell
10,502
-664
-6% -$88.1K 0.14% 94
2019
Q1 		$1.24M Sell
11,166
-1,409
-11% -$157K 0.12% 98
2018
Q4 		$1.38M Buy
12,575
+1,834
+17% +$209K 0.16% 90
2018
Q3 		$1.26M Buy
10,741
+6,850
+176% +$762K 0.12% 99
2018
Q2 		$408K Buy
+3,891
New +$398K 0.04% 157

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cumberland Partners's DIS Position: Q1 2026 in Review

Cumberland Partners reduced its Walt Disney (DIS) stake by 47% in Q1 2026, selling an estimated $1.74M and leaving 18,478 shares worth $1.78M. The position accounts for 0.14% of the portfolio, ranked #97.

Cumberland Partners first reported a position in DIS in Q2 2018 and has held it in 22 quarters since. The position peaked at $7.45M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cumberland Partners held 18,478 shares of Walt Disney worth $1.78M as of Q1 2026.
  • Cumberland Partners sold 16,445 Walt Disney shares in Q1 2026, an estimated $1.74M.
  • Walt Disney made up 0.14% of Cumberland Partners's portfolio in Q1 2026, its #97 holding.
  • Cumberland Partners first reported a position in Walt Disney in Q2 2018 and has held it in 22 quarters since.
  • Cumberland Partners's Walt Disney position peaked at $7.45M in Q3 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.