PL
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Plancorp LLC’s Walt Disney DIS Stock Holding History

Plancorp 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
Q2 		$642K Buy
6,692
+1,415
+27% +$144K 0.02% 219
2026
Q1 		$523K Sell
5,277
-309
-6% -$32.7K 0.01% 220
2025
Q4 		$636K Buy
5,586
+29
+0.5% +$3.19K 0.02% 193
2025
Q3 		$636K Sell
5,557
-1,114
-17% -$131K 0.02% 203
2025
Q2 		$827K Sell
6,671
-1,477
-18% -$153K 0.03% 170
2025
Q1 		$804K Buy
8,148
+1,595
+24% +$171K 0.03% 160
2024
Q4 		$730K Buy
6,553
+469
+8% +$49.3K 0.03% 153
2024
Q3 		$585K Sell
6,084
-110
-2% -$10.1K 0.02% 170
2024
Q2 		$615K Buy
6,194
+259
+4% +$27.9K 0.03% 156
2024
Q1 		$726K Sell
5,935
-54
-0.9% -$5.64K 0.03% 146
2023
Q4 		$541K Buy
5,989
+19
+0.3% +$1.68K 0.03% 151
2023
Q3 		$484K Buy
5,970
+637
+12% +$54.4K 0.03% 151
2023
Q2 		$476K Sell
5,333
-93
-2% -$8.81K 0.03% 152
2023
Q1 		$543K Buy
5,426
+394
+8% +$39.7K 0.03% 148
2022
Q4 		$437K Sell
5,032
-624
-11% -$59.7K 0.03% 155
2022
Q3 		$534K Buy
5,656
+277
+5% +$29.6K 0.04% 138
2022
Q2 		$508K Sell
5,379
-332
-6% -$36.8K 0.03% 147
2022
Q1 		$783K Buy
5,711
+121
+2% +$17.5K 0.05% 114
2021
Q4 		$866K Sell
5,590
-551
-9% -$89K 0.05% 108
2021
Q3 		$1.04M Buy
6,141
+839
+16% +$150K 0.07% 91
2021
Q2 		$932K Buy
5,302
+12
+0.2% +$2.16K 0.07% 93
2021
Q1 		$976K Sell
5,290
-312
-6% -$57.5K 0.22% 82
2020
Q4 		$1.01M Buy
5,602
+389
+7% +$55.8K 0.25% 72
2020
Q3 		$647K Buy
5,213
+26
+0.5% +$3.25K 0.2% 83
2020
Q2 		$578K Sell
5,187
-275
-5% -$30.4K 0.17% 87
2020
Q1 		$528K Sell
5,462
-12
-0.2% -$1.52K 0.2% 82
2019
Q4 		$792K Buy
5,474
+601
+12% +$83.9K 0.24% 77
2019
Q3 		$635K Sell
4,873
-123
-2% -$17K 0.24% 77
2019
Q2 		$698K Buy
4,996
+97
+2% +$12.9K 0.28% 72
2019
Q1 		$544K Sell
4,899
-2,197
-31% -$246K 0.21% 89
2018
Q4 		$778K Sell
7,096
-98
-1% -$11.1K 0.35% 63
2018
Q3 		$841K Buy
7,194
+142
+2% +$15.8K 0.33% 70
2018
Q2 		$739K Sell
7,052
-15
-0.2% -$1.53K 0.3% 75
2018
Q1 		$711K Sell
7,067
-50
-0.7% -$5.31K 0.23% 76
2017
Q4 		$765K Sell
7,117
-25
-0.4% -$2.58K 0.25% 70
2017
Q3 		$702K Buy
7,142
+400
+6% +$41.1K 0.21% 75
2017
Q2 		$716K Buy
6,742
+100
+2% +$10.9K 0.21% 70
2017
Q1 		$752K Buy
6,642
+13
+0.2% +$1.43K 0.22% 67
2016
Q4 		$691K Buy
+6,629
New +$646K 0.2% 71
2016
Q1 		– Sell
-3,053
Closed -$321K – 51
2015
Q4 		$321K Hold
3,053
– – 0.38% 55
2015
Q3 		$312K Buy
+3,053
New +$332K 0.28% 66
2014
Q4 		– Sell
-2,624
Closed -$234K – 76
2014
Q3 		$234K Buy
+2,624
New +$231K 0.25% 87
2014
Q2 		– Sell
-2,624
Closed -$211K – 80
2014
Q1 		$211K Buy
+2,624
New +$203K 0.14% 107

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Plancorp LLC's DIS Position: Q2 2026 in Review

Plancorp LLC increased its Walt Disney (DIS) stake by 27% in Q2 2026, buying an estimated $144K and bringing the position to 6,692 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #219.

Plancorp LLC first reported a position in DIS in Q1 2014 and has held it in 43 quarters since. The position peaked at $1.04M in Q3 2021. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Plancorp LLC held 6,692 shares of Walt Disney worth $642K as of Q2 2026.
  • Plancorp LLC bought 1,415 Walt Disney shares in Q2 2026, an estimated $144K.
  • Walt Disney made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #219 holding.
  • Plancorp LLC first reported a position in Walt Disney in Q1 2014 and has held it in 43 quarters since.
  • Plancorp LLC's Walt Disney position peaked at $1.04M in Q3 2021.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.