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 Q3	–	Sell	-5,500	Closed	-$529K	–	118
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	$3.3M	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

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

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

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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

CV Advisors's DIS Position: Q3 2026 in Review

CV Advisors sold out of Walt Disney (DIS) in Q3 2026, closing a stake of 5,500 shares — an estimated $529K sold.

CV Advisors first reported a position in DIS in Q4 2021 and held it in 10 quarters. The position peaked at $3.56M in Q4 2021. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

CV Advisors reported no remaining Walt Disney position as of Q3 2026 after selling out during the quarter.
CV Advisors sold 5,500 Walt Disney shares in Q3 2026, an estimated $529K.
CV Advisors first reported a position in Walt Disney in Q4 2021 and held it in 10 quarters.
CV Advisors's Walt Disney position peaked at $3.56M in Q4 2021.
916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.