CFO
DIS icon

CVA Family Office’s Walt Disney DIS Stock Holding History

CVA Family Office’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 		$380K Buy
3,947
+221
+6% +$22.5K 0.03% 232
2026
Q1 		$359K Buy
3,726
+206
+6% +$21.8K 0.04% 219
2025
Q4 		$401K Sell
3,520
-108
-3% -$11.9K 0.05% 199
2025
Q3 		$415K Sell
3,628
-26
-0.7% -$3.06K 0.05% 196
2025
Q2 		$453K Sell
3,654
-31
-0.8% -$3.22K 0.06% 180
2025
Q1 		$364K Sell
3,685
-5
-0.1% -$537 0.06% 197
2024
Q4 		$411K Buy
3,690
+441
+14% +$46.3K 0.07% 181
2024
Q3 		$313K Sell
3,249
-439
-12% -$40.4K 0.05% 193
2024
Q2 		$366K Buy
3,688
+21
+0.6% +$2.26K 0.07% 168
2024
Q1 		$449K Buy
3,667
+57
+2% +$5.95K 0.08% 157
2023
Q4 		$326K Buy
+3,610
New +$318K 0.06% 180
2023
Q3 		– Sell
-1,347
Closed -$120K – 413
2023
Q2 		$120K Sell
1,347
-741
-35% -$70.2K 0.03% 283
2023
Q1 		$209K Buy
2,088
+279
+15% +$28.1K 0.05% 220
2022
Q4 		$157K Sell
1,809
-1,639
-48% -$157K 0.04% 235
2022
Q3 		$325K Buy
3,448
+648
+23% +$69.3K 0.09% 134
2022
Q2 		$264K Buy
2,800
+457
+20% +$50.7K 0.07% 141
2022
Q1 		$321K Sell
2,343
-225
-9% -$32.5K 0.08% 132
2021
Q4 		$398K Buy
2,568
+2,078
+424% +$336K 0.1% 112
2021
Q3 		$61K Sell
490
-723
-60% -$129K 0.04% 161
2021
Q2 		$213K Sell
1,213
-295
-20% -$53.1K 0.06% 153
2021
Q1 		$278K Buy
1,508
+1,323
+715% +$244K 0.11% 110
2020
Q4 		$34K Sell
185
-305
-62% -$43.8K 0.02% 227
2020
Q3 		$61K Buy
490
+305
+165% +$38.1K 0.04% 161
2020
Q2 		$21K Buy
185
+31
+20% +$3.42K 0.02% 215
2020
Q1 		$15K Buy
+154
New +$19.5K 0.02% 214

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

CVA Family Office's DIS Position: Q2 2026 in Review

CVA Family Office increased its Walt Disney (DIS) stake by 5.9% in Q2 2026, buying an estimated $22.5K and bringing the position to 3,947 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #232.

CVA Family Office first reported a position in DIS in Q1 2020 and has held it in 25 quarters since. The position peaked at $453K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CVA Family Office held 3,947 shares of Walt Disney worth $380K as of Q2 2026.
  • CVA Family Office bought 221 Walt Disney shares in Q2 2026, an estimated $22.5K.
  • Walt Disney made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #232 holding.
  • CVA Family Office first reported a position in Walt Disney in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Walt Disney position peaked at $453K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.