Retirement Planning Group (Kansas)’s Walt Disney DIS Stock Holding History

Retirement Planning Group (Kansas)’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	$537K	Sell	5,574 -220	-4%	-$22.4K	0.01%	315
2026 Q1	$558K	Buy	5,794 +493	+9%	+$52.1K	0.02%	278
2025 Q4	$603K	Sell	5,301 -588	-10%	-$64.8K	0.02%	245
2025 Q3	$674K	Buy	5,889 +554	+10%	+$65.2K	0.02%	226
2025 Q2	$662K	Buy	5,335 +65	+1%	+$6.75K	0.03%	188
2025 Q1	$520K	Buy	5,270 +792	+18%	+$85.1K	0.02%	192
2024 Q4	$499K	Buy	4,478 +237	+6%	+$24.9K	0.03%	184
2024 Q3	$408K	Buy	4,241 +632	+18%	+$58.1K	0.02%	192
2024 Q2	$358K	Buy	+3,609	New	+$389K	0.02%	182

Other funds holding DIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

Retirement Planning Group (Kansas)'s DIS Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Walt Disney (DIS) stake by 3.8% in Q2 2026, selling an estimated $22.4K and leaving 5,574 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #315.

Retirement Planning Group (Kansas) first reported a position in DIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $674K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Retirement Planning Group (Kansas) held 5,574 shares of Walt Disney worth $537K as of Q2 2026.
Retirement Planning Group (Kansas) sold 220 Walt Disney shares in Q2 2026, an estimated $22.4K.
Walt Disney made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #315 holding.
Retirement Planning Group (Kansas) first reported a position in Walt Disney in Q2 2024 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s Walt Disney position peaked at $674K in Q3 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.