Barnes Pettey Financial Advisors’s Walt Disney DIS Stock Holding History

Barnes Pettey Financial 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 Q1	–	Sell	-3,124	Closed	-$355K	–	159
2025 Q4	$355K	Hold	3,124	–	–	0.18%	101
2025 Q3	$358K	Sell	3,124 -65	-2%	-$7.66K	0.2%	92
2025 Q2	$395K	Hold	3,189	–	–	0.26%	68
2025 Q1	$315K	Sell	3,189 -25	-0.8%	-$2.69K	0.24%	72
2024 Q4	$358K	Hold	3,214	–	–	0.27%	62
2024 Q3	$309K	Sell	3,214 -990	-24%	-$91.1K	0.25%	71
2024 Q2	$417K	Hold	4,204	–	–	0.36%	54
2024 Q1	$514K	Sell	4,204 -379	-8%	-$39.6K	0.44%	46
2023 Q4	$414K	Sell	4,583 -60	-1%	-$5.29K	0.34%	59
2023 Q3	$376K	Buy	4,643 +269	+6%	+$23K	0.35%	61
2023 Q2	$390K	Hold	4,374	–	–	0.34%	60
2023 Q1	$438K	Sell	4,374 -300	-6%	-$30.2K	0.42%	56
2022 Q4	$406K	Sell	4,674 -183	-4%	-$17.5K	0.42%	55
2022 Q3	$458K	Sell	4,857 -100	-2%	-$10.7K	0.63%	44
2022 Q2	$468K	Buy	4,957 +470	+10%	+$52.2K	0.6%	44
2022 Q1	$615K	Hold	4,487	–	–	0.74%	36
2021 Q4	$695K	Buy	+4,487	New	+$725K	0.8%	32

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barnes Pettey Financial Advisors's DIS Position: Q1 2026 in Review

Barnes Pettey Financial Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 3,124 shares — an estimated $355K sold.

Barnes Pettey Financial Advisors first reported a position in DIS in Q4 2021 and held it in 17 quarters. The position peaked at $695K in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Barnes Pettey Financial Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 3,124 Walt Disney shares in Q1 2026, an estimated $355K.
Barnes Pettey Financial Advisors first reported a position in Walt Disney in Q4 2021 and held it in 17 quarters.
Barnes Pettey Financial Advisors's Walt Disney position peaked at $695K in Q4 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.