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Affinity Capital Advisors’s Walt Disney DIS Stock Holding History

Affinity Capital Advisors’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 		$238K Sell
2,448
-114
-4% -$11.6K 0.03% 177
2026
Q1 		$247K Buy
2,562
+614
+32% +$64.9K 0.03% 159
2025
Q4 		$222K Buy
+1,948
New +$215K 0.03% 161
2025
Q3 		– Sell
-1,913
Closed -$237K – 157
2025
Q2 		$237K Sell
1,913
-444
-19% -$46.1K 0.04% 141
2025
Q1 		$200K Buy
2,357
+49
+2% +$5.27K 0.04% 151
2024
Q4 		$257K Hold
2,308
– – 0.05% 135
2024
Q3 		$222K Sell
2,308
-17
-0.7% -$1.56K 0.04% 140
2024
Q2 		$231K Buy
2,325
+129
+6% +$13.9K 0.05% 138
2024
Q1 		$269K Sell
2,196
-275
-11% -$28.7K 0.06% 123
2023
Q4 		$223K Sell
2,471
-372
-13% -$32.8K 0.05% 128
2023
Q3 		$230K Sell
2,843
-172
-6% -$14.7K 0.06% 117
2023
Q2 		$269K Sell
3,015
-140
-4% -$13.3K 0.07% 103
2023
Q1 		$316K Sell
3,155
-204
-6% -$20.6K 0.1% 93
2022
Q4 		$292K Buy
3,359
+69
+2% +$6.6K 0.1% 85
2022
Q3 		$310K Buy
3,290
+12
+0.4% +$1.28K 0.11% 78
2022
Q2 		$309K Sell
3,278
-253
-7% -$28.1K 0.11% 80
2022
Q1 		$484K Sell
3,531
-378
-10% -$54.6K 0.15% 66
2021
Q4 		$605K Buy
3,909
+391
+11% +$63.1K 0.18% 64
2021
Q3 		$595K Sell
3,518
-606
-15% -$108K 0.2% 63
2021
Q2 		$725K Buy
4,124
+269
+7% +$48.4K 0.25% 57
2021
Q1 		$711K Buy
3,855
+51
+1% +$9.4K 0.26% 56
2020
Q4 		$689K Sell
3,804
-380
-9% -$54.5K 0.28% 52
2020
Q3 		$519K Buy
4,184
+309
+8% +$38.6K 0.29% 54
2020
Q2 		$432K Sell
3,875
-294
-7% -$32.5K 0.28% 57
2020
Q1 		$445K Buy
4,169
+828
+25% +$105K 0.33% 53
2019
Q4 		$483K Buy
+3,341
New +$466K 0.32% 50

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Affinity Capital Advisors's DIS Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Walt Disney (DIS) stake by 4.4% in Q2 2026, selling an estimated $11.6K and leaving 2,448 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #177.

Affinity Capital Advisors first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $725K in Q2 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Affinity Capital Advisors held 2,448 shares of Walt Disney worth $238K as of Q2 2026.
  • Affinity Capital Advisors sold 114 Walt Disney shares in Q2 2026, an estimated $11.6K.
  • Walt Disney made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #177 holding.
  • Affinity Capital Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Affinity Capital Advisors's Walt Disney position peaked at $725K in Q2 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.