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Carolina Wealth Advisors’s Walt Disney DIS Stock Holding History

Carolina Wealth 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 		$1.83K Hold
19
– – ﹤0.01% 264
2026
Q1 		$1.83K Hold
19
– – ﹤0.01% 261
2025
Q4 		$2.16K Sell
19
-309
-94% -$34K ﹤0.01% 227
2025
Q3 		$37.6K Hold
328
– – 0.02% 128
2025
Q2 		$40.7K Sell
328
-83
-20% -$8.62K 0.02% 101
2025
Q1 		$40.6K Hold
411
– – 0.02% 93
2024
Q4 		$45.8K Sell
411
-29
-7% -$3.05K 0.02% 101
2024
Q3 		$42.3K Buy
440
+72
+20% +$6.63K 0.02% 124
2024
Q2 		$36.5K Buy
368
+50
+16% +$5.38K 0.02% 106
2024
Q1 		$38.9K Sell
318
-144
-31% -$15K 0.02% 112
2023
Q4 		$41.7K Hold
462
– – 0.02% 117
2023
Q3 		$37.4K Hold
462
– – 0.02% 130
2023
Q2 		$41.2K Sell
462
-83
-15% -$7.86K 0.02% 111
2023
Q1 		$54.6K Buy
545
+101
+23% +$10.2K 0.03% 106
2022
Q4 		$39K Buy
444
+55
+14% +$5.26K 0.02% 107
2022
Q3 		$37K Hold
389
– – 0.03% 107
2022
Q2 		$37K Hold
389
– – 0.02% 125
2022
Q1 		$53K Hold
389
– – 0.03% 123
2021
Q4 		$60K Sell
389
-500
-56% -$80.8K 0.03% 129
2021
Q3 		$150K Sell
889
-2
-0.2% -$356 0.1% 86
2021
Q2 		$157K Buy
891
+2
+0.2% +$360 0.11% 65
2021
Q1 		$164K Buy
889
+13
+1% +$2.4K 0.12% 51
2020
Q4 		$159K Buy
876
+500
+133% +$71.8K 0.13% 49
2020
Q3 		$47K Hold
376
– – 0.04% 66
2020
Q2 		$42K Buy
376
+48
+15% +$5.3K 0.04% 59
2020
Q1 		$32K Buy
328
+114
+53% +$14.4K 0.04% 60
2019
Q4 		$31K Buy
+214
New +$29.9K 0.03% 79

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Carolina Wealth Advisors's DIS Position: Q2 2026 in Review

Carolina Wealth Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 19 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Carolina Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $164K in Q1 2021. 1,291 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Carolina Wealth Advisors held 19 shares of Walt Disney worth $1.83K as of Q2 2026.
  • Carolina Wealth Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • Carolina Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Walt Disney position peaked at $164K in Q1 2021.
  • 1,291 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.