CI
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CX Institutional’s Walt Disney DIS Stock Holding History

CX Institutional’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 		$1.74M Sell
18,036
-571
-3% -$58.2K 0.05% 265
2026
Q1 		$1.79M Buy
18,607
+6,642
+56% +$702K 0.05% 268
2025
Q4 		$1.36M Buy
11,965
+802
+7% +$88.3K 0.04% 246
2025
Q3 		$1.28M Buy
11,163
+1,544
+16% +$182K 0.04% 265
2025
Q2 		$1.19M Buy
9,619
+399
+4% +$41.5K 0.04% 247
2025
Q1 		$910K Sell
9,220
-52
-0.6% -$5.59K 0.03% 281
2024
Q4 		$1.03M Buy
9,272
+1,222
+15% +$128K 0.04% 252
2024
Q3 		$774K Sell
8,050
-1,042
-11% -$95.9K 0.03% 317
2024
Q2 		$903K Buy
9,092
+115
+1% +$12.4K 0.04% 293
2024
Q1 		$1.1M Buy
8,977
+1,192
+15% +$125K 0.05% 270
2023
Q4 		$703K Buy
7,785
+4,420
+131% +$390K 0.04% 297
2023
Q3 		$273K Sell
3,365
-4,758
-59% -$406K 0.02% 416
2023
Q2 		$725K Buy
8,123
+508
+7% +$48.1K 0.04% 313
2023
Q1 		$761K Buy
7,615
+4,886
+179% +$493K 0.04% 316
2022
Q4 		$237K Sell
2,729
-464
-15% -$44.4K 0.01% 473
2022
Q3 		$301K Sell
3,193
-18,050
-85% -$1.93M 0.02% 391
2022
Q2 		$2M Buy
21,243
+7,566
+55% +$840K 0.15% 169
2022
Q1 		$1.88M Buy
13,677
+2,723
+25% +$394K 0.15% 163
2021
Q4 		$1.7M Buy
10,954
+8,514
+349% +$1.38M 0.13% 162
2021
Q3 		$413K Sell
2,440
-15
-0.6% -$2.67K 0.03% 282
2021
Q2 		$432K Buy
2,455
+49
+2% +$8.81K 0.04% 259
2021
Q1 		$444K Buy
2,406
+45
+2% +$8.3K 0.04% 233
2020
Q4 		$428K Buy
2,361
+354
+18% +$50.8K 0.04% 239
2020
Q3 		$249K Buy
2,007
+648
+48% +$81K 0.03% 248
2020
Q2 		$152K Buy
1,359
+695
+105% +$76.7K 0.02% 259
2020
Q1 		$64K Sell
664
-144
-18% -$18.2K 0.01% 298
2019
Q4 		$117K Sell
808
-74
-8% -$10.3K 0.02% 222
2019
Q3 		$115K Sell
882
-1,359
-61% -$188K 0.02% 237
2019
Q2 		$313K Buy
2,241
+444
+25% +$58.9K 0.05% 191
2019
Q1 		$200K Buy
1,797
+1,068
+147% +$119K 0.04% 215
2018
Q4 		$80K Buy
+729
New +$82.9K 0.02% 217
2018
Q3 		– Sell
-12,327
Closed -$1.29M – 340
2018
Q2 		$1.29M Buy
+12,327
New +$1.26M 0.48% 65

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CX Institutional's DIS Position: Q2 2026 in Review

CX Institutional reduced its Walt Disney (DIS) stake by 3.1% in Q2 2026, selling an estimated $58.2K and leaving 18,036 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #265.

CX Institutional first reported a position in DIS in Q2 2018 and has held it in 32 quarters since. The position peaked at $2M in Q2 2022. 674 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CX Institutional held 18,036 shares of Walt Disney worth $1.74M as of Q2 2026.
  • CX Institutional sold 571 Walt Disney shares in Q2 2026, an estimated $58.2K.
  • Walt Disney made up 0.05% of CX Institutional's portfolio in Q2 2026, its #265 holding.
  • CX Institutional first reported a position in Walt Disney in Q2 2018 and has held it in 32 quarters since.
  • CX Institutional's Walt Disney position peaked at $2M in Q2 2022.
  • 674 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.