Financial Freedom LLC
DIS icon

Financial Freedom LLC’s Walt Disney DIS Stock Holding History

Financial Freedom 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
Q3 		$314K Buy
2,990
+4
+0.1% +$410 0.14% 85
2026
Q2 		$287K Hold
2,986
– – 0.13% 95
2026
Q1 		$288K Buy
2,986
+175
+6% +$18.5K 0.14% 91
2025
Q4 		$320K Hold
2,811
– – 0.16% 81
2025
Q3 		$322K Buy
2,811
+2
+0.1% +$236 0.16% 80
2025
Q2 		$348K Buy
2,809
+1
+0% +$104 0.19% 79
2025
Q1 		$277K Sell
2,808
-16
-0.6% -$1.72K 0.16% 81
2024
Q4 		$314K Hold
2,824
– – 0.17% 74
2024
Q3 		$272K Sell
2,824
-326
-10% -$30K 0.14% 82
2024
Q2 		$313K Buy
3,150
+141
+5% +$15.2K 0.18% 76
2024
Q1 		$368K Buy
3,009
+3
+0.1% +$313 0.22% 75
2023
Q4 		$271K Hold
3,006
– – 0.17% 77
2023
Q3 		$244K Sell
3,006
-27
-0.9% -$2.31K 0.17% 77
2023
Q2 		$271K Hold
3,033
– – 0.19% 72
2023
Q1 		$304K Hold
3,033
– – 0.22% 64
2022
Q4 		$263K Buy
+3,033
New +$290K 0.18% 63

Other funds holding DIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Financial Freedom LLC's DIS Position: Q3 2026 in Review

Financial Freedom LLC increased its Walt Disney (DIS) stake by 0.13% in Q3 2026, buying an estimated $410 and bringing the position to 2,990 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #85.

Financial Freedom LLC first reported a position in DIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $368K in Q1 2024. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Financial Freedom LLC held 2,990 shares of Walt Disney worth $314K as of Q3 2026.
  • Financial Freedom LLC bought 4 Walt Disney shares in Q3 2026, an estimated $410.
  • Walt Disney made up 0.14% of Financial Freedom LLC's portfolio in Q3 2026, its #85 holding.
  • Financial Freedom LLC first reported a position in Walt Disney in Q4 2022 and has held it in 16 quarters since.
  • Financial Freedom LLC's Walt Disney position peaked at $368K in Q1 2024.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.