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CVFG LLC’s Walt Disney DIS Stock Holding History

CVFG LLC’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 		$403K Buy
4,183
+71
+2% +$7.24K 0.04% 196
2026
Q1 		$396K Buy
4,112
+286
+7% +$30.2K 0.05% 190
2025
Q4 		$435K Buy
3,826
+179
+5% +$19.7K 0.3% 63
2025
Q3 		$418K Buy
3,647
+76
+2% +$8.95K 0.3% 66
2025
Q2 		$443K Buy
3,571
+360
+11% +$37.4K 0.35% 62
2025
Q1 		$317K Sell
3,211
-124
-4% -$13.3K 0.29% 67
2024
Q4 		$371K Buy
+3,335
New +$350K 0.34% 64

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

CVFG LLC's DIS Position: Q2 2026 in Review

CVFG LLC increased its Walt Disney (DIS) stake by 1.7% in Q2 2026, buying an estimated $7.24K and bringing the position to 4,183 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #196.

CVFG LLC first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $443K in Q2 2025. 2,919 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CVFG LLC held 4,183 shares of Walt Disney worth $403K as of Q2 2026.
  • CVFG LLC bought 71 Walt Disney shares in Q2 2026, an estimated $7.24K.
  • Walt Disney made up 0.04% of CVFG LLC's portfolio in Q2 2026, its #196 holding.
  • CVFG LLC first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's Walt Disney position peaked at $443K in Q2 2025.
  • 2,919 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.