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My Personal CFO LLC’s Walt Disney DIS Stock Holding History

My Personal CFO 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
2025
Q3 		– Sell
-3,602
Closed -$447K – 114
2025
Q2 		$447K Sell
3,602
-150
-4% -$15.6K 0.2% 63
2025
Q1 		$370K Sell
3,752
-17
-0.5% -$1.83K 0.19% 65
2024
Q4 		$420K Sell
3,769
-15
-0.4% -$1.58K 0.22% 65
2024
Q3 		$364K Sell
3,784
-449
-11% -$41.3K 0.2% 68
2024
Q2 		$420K Sell
4,233
-38
-0.9% -$4.09K 0.22% 68
2024
Q1 		$523K Buy
4,271
+108
+3% +$11.3K 0.3% 61
2023
Q4 		$376K Buy
4,163
+281
+7% +$24.8K 0.24% 68
2023
Q3 		$315K Sell
3,882
-19
-0.5% -$1.62K 0.25% 65
2023
Q2 		$348K Sell
3,901
-1,097
-22% -$104K 0.27% 60
2023
Q1 		$500K Buy
4,998
+4,507
+918% +$454K 0.43% 49
2022
Q4 		$435K Sell
491
-2
-0.4% -$191 0.4% 43
2022
Q3 		$493K Sell
493
-4,230
-90% -$453K 0.75% 34
2022
Q2 		$446K Buy
4,723
+170
+4% +$18.9K 0.57% 33
2022
Q1 		$624K Buy
4,553
+50
+1% +$7.23K 0.65% 31
2021
Q4 		$697K Buy
+4,503
New +$727K 0.61% 34

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

My Personal CFO LLC's DIS Position: Q3 2025 in Review

My Personal CFO LLC sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 3,602 shares — an estimated $447K sold.

My Personal CFO LLC first reported a position in DIS in Q4 2021 and held it in 15 quarters. The position peaked at $697K in Q4 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • My Personal CFO LLC reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 3,602 Walt Disney shares in Q3 2025, an estimated $447K.
  • My Personal CFO LLC first reported a position in Walt Disney in Q4 2021 and held it in 15 quarters.
  • My Personal CFO LLC's Walt Disney position peaked at $697K in Q4 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on My Personal CFO LLC's 13F filing for Q3 2025, filed 21 Oct 2025.