CV Advisors’s Walt Disney DIS Stock Holding History

CV 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	$529K	Buy	+5,500	New	+$561K	0.1%	85
2024 Q1	–	Sell	-7,020	Closed	-$634K	–	23
2023 Q4	$634K	Sell	7,020 -8,651	-55%	-$763K	0.43%	16
2023 Q3	$1.27M	Sell	15,671 -471	-3%	-$40.2K	0.94%	13
2023 Q2	$1.44M	Hold	16,142	–	–	1.06%	12
2023 Q1	$1.62M	Sell	16,142 -2,705	-14%	-$273K	1.42%	9
2022 Q4	$1.64M	Sell	18,847 -1,221	-6%	-$117K	1.57%	9
2022 Q3	$1.89M	Sell	20,068 -765	-4%	-$81.9K	1.86%	7
2022 Q2	$1.96M	Sell	20,833 -3,265	-14%	-$362K	1.86%	8
2022 Q1	$3.31M	Buy	24,098 +1,118	+5%	+$162K	2.34%	8
2021 Q4	$3.56M	Buy	+22,980	New	+$3.71M	2.03%	9

Other funds holding DIS

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CV Advisors's DIS Position: Q2 2026 in Review

CV Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 5,500 shares worth $529K. The stake represents 0.1% of the portfolio and ranks #85 among its holdings. This is a return to the name: CV Advisors previously reported a position in DIS as recently as Q4 2023.

CV Advisors first reported a position in DIS in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.56M in Q4 2021. 708 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

CV Advisors held 5,500 shares of Walt Disney worth $529K as of Q2 2026.
Walt Disney was a new CV Advisors position in Q2 2026.
Walt Disney made up 0.1% of CV Advisors's portfolio in Q2 2026, its #85 holding.
CV Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 10 quarters since.
CV Advisors's Walt Disney position peaked at $3.56M in Q4 2021.
708 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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