Keener Financial Planning’s Walt Disney DIS Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-1,505	Closed	-$172K	–	90
2025 Q3	$172K	Hold	1,505	–	–	0.08%	53
2025 Q2	$186K	Buy	1,505 +1,500	+30,000%	+$156K	0.09%	53
2025 Q1	$0	Sell	5 -1,500	-100%	-$161K	﹤0.01%	177
2024 Q4	$167K	Hold	1,505	–	–	0.1%	52
2024 Q3	$144K	Buy	1,505 +5	+0.3%	+$460	0.09%	51
2024 Q2	$148K	Hold	1,500	–	–	0.1%	51
2024 Q1	$184K	Sell	1,500 -102	-6%	-$10.7K	0.13%	46
2023 Q4	$145K	Buy	+1,602	New	+$141K	0.11%	54

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Keener Financial Planning's DIS Position: Q4 2025 in Review

Keener Financial Planning sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,505 shares — an estimated $172K sold.

Keener Financial Planning first reported a position in DIS in Q4 2023 and held it in 8 quarters. The position peaked at $186K in Q2 2025. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Keener Financial Planning reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 1,505 Walt Disney shares in Q4 2025, an estimated $172K.
Keener Financial Planning first reported a position in Walt Disney in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Walt Disney position peaked at $186K in Q2 2025.
3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.