Cooper Financial Group Reduces Stake in Disney

Institutional investor sells over 5,000 shares of entertainment giant

Mar. 22, 2026 at 8:22am

Cooper Financial Group, an institutional investor, reduced its stake in The Walt Disney Company (NYSE:DIS) by 19.3% during the fourth quarter, according to a recent SEC filing. The firm sold 5,039 shares, leaving it with 21,099 shares worth $2.4 million at the end of the reporting period.

Why it matters

This filing provides insight into the investment decisions of Cooper Financial Group, a notable institutional investor. The reduction in Disney shares could signal the firm's changing outlook on the entertainment company's prospects, which may be of interest to other investors tracking Disney's stock performance.

The details

According to the 13F filing, Cooper Financial Group sold 5,039 shares of Disney stock during the fourth quarter, reducing its total position to 21,099 shares. The firm's holdings in Disney were valued at $2.4 million at the end of the reporting period.

  • The filing covers the fourth quarter of the year.

The players

Cooper Financial Group

An institutional investor that reduced its stake in The Walt Disney Company.

The Walt Disney Company

A diversified global entertainment and media conglomerate headquartered in Burbank, California.

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The takeaway

This filing suggests Cooper Financial Group is taking a more cautious stance on Disney, potentially signaling broader investor sentiment around the entertainment company's performance and outlook.