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McCarley & Cook Financial Planners’s Walt Disney DIS Stock Holding History

McCarley & Cook Financial Planners’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 		$12.6K Hold
120
– – 0.01% 163
2026
Q2 		$11.6K Sell
120
-21
-15% -$2.14K 0.01% 154
2026
Q1 		$13.6K Hold
141
– – 0.01% 152
2025
Q4 		$16K Buy
+141
New +$15.5K 0.01% 134

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

McCarley & Cook Financial Planners's DIS Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Walt Disney (DIS) position steady in Q3 2026 at 120 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #163.

McCarley & Cook Financial Planners first reported a position in DIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $16K in Q4 2025. 837 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • McCarley & Cook Financial Planners held 120 shares of Walt Disney worth $12.6K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #163 holding.
  • McCarley & Cook Financial Planners first reported a position in Walt Disney in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Walt Disney position peaked at $16K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.