Bristlecone Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.07M | Sell |
26,813
-2,462
| -8% | -$290K | 0.26% | 75 |
|
|
2025
Q2 | $3.63M | Sell |
29,275
-12,711
| -30% | -$1.32M | 0.3% | 65 |
|
|
2025
Q1 | $4.14M | Sell |
41,986
-670
| -2% | -$72K | 0.34% | 62 |
|
|
2024
Q4 | $4.75M | Buy |
42,656
+194
| +0.5% | +$20.4K | 0.37% | 53 |
|
|
2024
Q3 | $4.08M | Buy |
42,462
+1,233
| +3% | +$113K | 0.33% | 64 |
|
|
2024
Q2 | $4.09M | Buy |
41,229
+1,674
| +4% | +$180K | 0.35% | 61 |
|
|
2024
Q1 | $4.84M | Buy |
39,555
+667
| +2% | +$69.7K | 0.43% | 52 |
|
|
2023
Q4 | $3.51M | Buy |
38,888
+590
| +2% | +$52K | 0.35% | 60 |
|
|
2023
Q3 | $3.1M | Buy |
38,298
+3,200
| +9% | +$273K | 0.35% | 61 |
|
|
2023
Q2 | $3.13M | Sell |
35,098
-1,047
| -3% | -$99.2K | 0.31% | 56 |
|
|
2023
Q1 | $3.62M | Buy |
36,145
+4,002
| +12% | +$403K | 0.4% | 50 |
|
|
2022
Q4 | $2.79M | Buy |
32,143
+687
| +2% | +$65.7K | 0.34% | 63 |
|
|
2022
Q3 | $2.97M | Buy |
31,456
+664
| +2% | +$71.1K | 0.39% | 52 |
|
|
2022
Q2 | $2.91M | Buy |
30,792
+7,086
| +30% | +$786K | 0.36% | 57 |
|
|
2022
Q1 | $3.25M | Buy |
23,706
+1,855
| +8% | +$268K | 0.4% | 54 |
|
|
2021
Q4 | $3.38M | Sell |
21,851
-601
| -3% | -$97.1K | 0.41% | 58 |
|
|
2021
Q3 | $3.8M | Buy |
22,452
+50
| +0.2% | +$8.91K | 0.5% | 47 |
|
|
2021
Q2 | $3.94M | Buy |
22,402
+291
| +1% | +$52.3K | 0.53% | 45 |
|
|
2021
Q1 | $4.08M | Buy |
22,111
+44
| +0.2% | +$8.11K | 0.62% | 39 |
|
|
2020
Q4 | $4M | Buy |
22,067
+35
| +0.2% | +$5.02K | 0.64% | 36 |
|
|
2020
Q3 | $2.73M | Sell |
22,032
-1,015
| -4% | -$127K | 0.5% | 50 |
|
|
2020
Q2 | $2.57M | Sell |
23,047
-5,106
| -18% | -$564K | 0.52% | 55 |
|
|
2020
Q1 | $2.72M | Sell |
28,153
-1,576
| -5% | -$199K | 0.65% | 36 |
|
|
2019
Q4 | $4.3M | Buy |
29,729
+2,410
| +9% | +$336K | 0.86% | 28 |
|
|
2019
Q3 | $3.56M | Sell |
27,319
-1,718
| -6% | -$238K | 0.87% | 29 |
|
|
2019
Q2 | $4.05M | Buy |
29,037
+1,869
| +7% | +$248K | 0.96% | 24 |
|
|
2019
Q1 | $3.02M | Buy |
27,168
+3,860
| +17% | +$431K | 0.85% | 30 |
|
|
2018
Q4 | $2.56M | Buy |
23,308
+1,305
| +6% | +$148K | 0.77% | 35 |
|
|
2018
Q3 | $2.57M | Buy |
22,003
+7,784
| +55% | +$866K | 0.65% | 41 |
|
|
2018
Q2 | $1.49M | Sell |
14,219
-1,861
| -12% | -$190K | 0.5% | 52 |
|
|
2018
Q1 | $1.61M | Sell |
16,080
-4,946
| -24% | -$526K | 0.54% | 51 |
|
|
2017
Q4 | $2.26M | Sell |
21,026
-1,466
| -7% | -$151K | 0.72% | 39 |
|
|
2017
Q3 | $2.22M | Sell |
22,492
-1,124
| -5% | -$116K | 0.72% | 39 |
|
|
2017
Q2 | $2.51M | Sell |
23,616
-14
| -0.1% | -$1.53K | 0.85% | 36 |
|
|
2017
Q1 | $2.68M | Sell |
23,630
-179
| -0.8% | -$19.7K | 0.94% | 26 |
|
|
2016
Q4 | $2.48M | Sell |
23,809
-2,639
| -10% | -$257K | 0.88% | 30 |
|
|
2016
Q3 | $2.46M | Sell |
26,448
-303
| -1% | -$29K | 0.88% | 30 |
|
|
2016
Q2 | $2.62M | Sell |
26,751
-733
| -3% | -$73.3K | 0.97% | 31 |
|
|
2016
Q1 | $2.73M | Buy |
27,484
+5,590
| +26% | +$540K | 1.08% | 23 |
|
|
2015
Q4 | $2.3M | Buy |
+21,894
| New | +$2.44M | 0.97% | 26 |
|
Other funds holding DIS
Bristlecone Advisors's DIS Position: Q3 2025 in Review
Bristlecone Advisors reduced its Walt Disney (DIS) stake by 8.4% in Q3 2025, selling an estimated $290K and leaving 26,813 shares worth $3.07M. The position accounts for 0.26% of the portfolio, ranked #75.
Bristlecone Advisors first reported a position in DIS in Q4 2015 and has held it in 40 quarters since. The position peaked at $4.84M in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.
- Bristlecone Advisors held 26,813 shares of Walt Disney worth $3.07M as of Q3 2025.
- Bristlecone Advisors sold 2,462 Walt Disney shares in Q3 2025, an estimated $290K.
- Walt Disney made up 0.26% of Bristlecone Advisors's portfolio in Q3 2025, its #75 holding.
- Bristlecone Advisors first reported a position in Walt Disney in Q4 2015 and has held it in 40 quarters since.
- Bristlecone Advisors's Walt Disney position peaked at $4.84M in Q1 2024.
- 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.
Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.