Financial Council’s Walt Disney DIS Stock Holding History

Financial Council’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 Q1	–	Sell	-2,113	Closed	-$240K	–	104
2025 Q4	$240K	Sell	2,113 -17	-0.8%	-$1.87K	0.1%	84
2025 Q3	$244K	Buy	2,130 +1	+0%	+$118	0.11%	80
2025 Q2	$264K	Hold	2,129	–	–	0.13%	72
2025 Q1	$210K	Hold	2,129	–	–	0.11%	82
2024 Q4	$237K	Hold	2,129	–	–	0.12%	78
2024 Q3	$205K	Hold	2,129	–	–	0.11%	89
2024 Q2	$211K	Sell	2,129 -80	-4%	-$8.61K	0.12%	78
2024 Q1	$270K	Buy	+2,209	New	+$231K	0.16%	64
2023 Q3	–	Sell	-2,289	Closed	-$204K	–	68
2023 Q2	$204K	Sell	2,289 -694	-23%	-$65.7K	0.16%	67
2023 Q1	$299K	Hold	2,983	–	–	0.24%	50
2022 Q4	$259K	Hold	2,983	–	–	0.16%	55
2022 Q3	$281K	Buy	+2,983	New	+$319K	0.32%	43
2022 Q2	–	Sell	-1,868	Closed	-$256K	–	43
2022 Q1	$256K	Hold	1,868	–	–	0.31%	35
2021 Q4	$289K	Buy	1,868 +19	+1%	+$3.07K	0.35%	35
2021 Q3	$313K	Buy	+1,849	New	+$330K	0.44%	31

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Council's DIS Position: Q1 2026 in Review

Financial Council sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,113 shares — an estimated $240K sold.

Financial Council first reported a position in DIS in Q3 2021 and held it in 15 quarters. The position peaked at $313K in Q3 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Financial Council reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Financial Council sold 2,113 Walt Disney shares in Q1 2026, an estimated $240K.
Financial Council first reported a position in Walt Disney in Q3 2021 and held it in 15 quarters.
Financial Council's Walt Disney position peaked at $313K in Q3 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.