Position in DIS
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$154,832
+$13,056 QoQ
Shares Held
1,476
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#35
of 41 holders
Holding Since
Jun 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Sep 30, 2026Planning Strategies Inc. holds $227,374 across 12 Entertainment names. DIS ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
1,476 | $154,832 | |
| 2 | MSGS |
Madison Square Garden Sports Corp.
|
100 | $40,521 | |
| 3 | NFLX |
Netflix Inc
|
226 | $15,725 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
198 | $6,128 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
22 | $3,724 | |
| 6 | NWSA |
News Corp
|
70 | $2,204 | |
| 7 | FOXA |
Fox Corp
|
22 | $1,275 | |
| 8 | TKO |
TKO Group Holdings, Inc.
|
7 | $1,258 |
All Filings in DIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $154,832 | 1,476 | Shares | Sole | 2026-10-02 | |
| 2026-06-30 | $141,776 | 1,473 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||