Creative Planning

Position in DIS — Walt Disney Co

CIK 1540235 OVERLAND PARK, KS

Back to DIS Full portfolio

Position in DIS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$78,064,332

+$11,690,993 QoQ

Shares Held

811,058

+17.8% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#159

of 2,930 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Derivatives in DIS

reported options exposure · as of Dec 31, 2024

CallValue

$366,125

CallShares

35,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Entertainment

Communication Services · as of Jun 30, 2026

Creative Planning holds $307,619,426 across 26 Entertainment names. DIS ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	1,684,099	$120,244,668
2	DIS	Walt Disney Co This page	811,058	$78,064,332
3	WBD	Warner Bros. Discovery, Inc.	576,896	$15,380,047
4	NWSA	News Corp	576,246	$14,337,915
5	FOXA	Fox Corp	249,062	$12,958,604
6	LYV	Live Nation Entertainment, Inc.	54,323	$9,947,083
7	SIRI	Sirius Xm Holdings Inc.	334,653	$9,885,649
8	ROKU	Roku, Inc	60,566	$8,366,587

All Filings in DIS

Export CSV

44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,064,332	811,058	+17.8%	Shares	Defined	2026-08-13
2026-03-31	$66,373,339	688,663	-3.6%	Shares	Defined	2026-05-12
2025-12-31	$81,255,783	714,211	+5.6%	Shares	Sole	2026-02-17
2025-09-30	$77,419,747	676,155	+6.5%	Shares	Sole	2025-11-14
2025-06-30	$78,737,792	634,931	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$63,467,257	643,032	+6.4%	Shares	Defined	2025-05-15
2024-12-31	$67,301,832	604,417	-7.8%	Shares	Defined	2025-02-14
2024-12-31	$366,125	35,000	-0.8%	Call	Defined	2025-02-14
2024-09-30	$59,846,311	655,712	+6.7%	Shares	Defined	2024-10-11
2024-06-30	$279,394	35,300	+0.9%	Call	Defined	2024-08-15
2024-06-30	$61,007,727	614,440	-1.7%	Shares	Defined	2024-08-15
2024-03-31	$76,448,814	624,786	+2.7%	Shares	Defined	2024-05-13
2024-03-31	$4,282,600	35,000	0.0%	Call	Defined	2024-05-13
2023-12-31	$54,916,002	608,218	-4.4%	Shares	Defined	2024-02-14
2023-12-31	$254,625	35,000	0.0%	Call	Defined	2024-02-14
2023-09-30	$51,551,527	636,046	+22.4%	Shares	Sole	2023-11-16
2023-09-30	$209,500	35,000	+246.5%	Call	Defined	2023-11-16
2023-06-30	$100,428	10,100	+10000.0%	Call	Defined	2023-07-21
2023-06-30	$46,393,994	519,646	-3.9%	Shares	Defined	2023-07-21
2023-03-31	$10,013	100	-83.3%	Call	Sole	2023-05-15
2023-03-31	$54,146,598	540,763	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$47,306,420	544,503	+12.2%	Shares	Sole	2023-02-10
2022-12-31	$43,442	600	0.0%	Call	Sole	2023-02-10
2022-09-30	$45,782,405	485,343	-11.2%	Shares	Sole	2022-11-03
2022-09-30	$56,598	600	0.0%	Call	Sole	2022-11-03
2022-06-30	$56,640	600	-60.0%	Call	Sole	2022-08-15
2022-06-30	$51,571,852	546,312	+26.1%	Shares	Sole	2022-08-15
2022-03-31	$59,426,627	433,265	+20.0%	Shares	Sole	2022-05-16
2022-03-31	$7,000	1,500	-66.7%	Call	Sole	2022-05-16
2021-12-31	$55,915,444	361,001	+3.1%	Shares	Sole	2022-02-11
2021-09-30	$59,238,258	350,170	+3.8%	Shares	Sole	2021-11-10
2021-06-30	$59,319,386	337,483	-41.2%	Shares	Sole	2021-08-04
2021-03-31	$213,260	4,500	-10.0%	Call	Sole	2021-04-30
2021-03-31	$105,837,166	573,581	+2.8%	Shares	Sole	2021-04-30
2020-12-31	$101,053,688	557,753	+3.4%	Shares	Sole	2021-01-29
2020-12-31	$525,950	5,000	+66.7%	Call	Sole	2021-01-29
2020-09-30	$66,920,934	539,337	+2.2%	Shares	Sole	2020-11-05
2020-09-30	$12,000	3,000	-33.3%	Call	Sole	2020-11-05
2020-06-30	$19,000	5,000	+117.4%	Put	Sole	2020-07-23
2020-06-30	$123,510	4,500	+28.6%	Call	Sole	2020-07-23
2020-06-30	$58,852,747	527,780	-0.7%	Shares	Sole	2020-07-23
2020-03-31	$203,200	3,500	—	Call	Sole	2020-05-05
2020-03-31	$51,344,445	531,516	—	Shares	Sole	2020-05-05
2020-03-31	$16,000	2,300	—	Put	Sole	2020-05-05
No filing history on record for this holder in this stock.