CWC
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Carolinas Wealth Consulting’s Walt Disney DIS Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-9,854
Closed -$284K – 233
2025
Q1 		$284K Buy
9,854
+202
+2% +$21.7K 0.06% 151
2024
Q4 		$298K Buy
9,652
+15
+0.2% +$1.58K 0.06% 147
2024
Q3 		$256K Buy
9,637
+215
+2% +$19.8K 0.05% 164
2024
Q2 		$269K Sell
9,422
-147
-2% -$15.8K 0.05% 150
2024
Q1 		$348K Sell
9,569
-71
-0.7% -$7.42K 0.07% 128
2023
Q4 		$266K Buy
9,640
+150
+2% +$13.2K 0.06% 131
2023
Q3 		$228K Sell
9,490
-2,092
-18% -$179K 0.06% 135
2023
Q2 		$436K Buy
11,582
+406
+4% +$38.5K 0.09% 111
2023
Q1 		$447K Sell
11,176
-4,014
-26% -$405K 0.1% 112
2022
Q4 		$401K Sell
15,190
-17
-0.1% -$1.63K 0.09% 116
2022
Q3 		$436K Buy
15,207
+457
+3% +$48.9K 0.11% 96
2022
Q2 		$393K Buy
14,750
+11,175
+313% +$1.24M 0.1% 100
2022
Q1 		$490K Buy
3,575
+100
+3% +$14.5K 0.11% 93
2021
Q4 		$538K Buy
3,475
+293
+9% +$47.3K 0.12% 87
2021
Q3 		$538K Sell
3,182
-553
-15% -$98.6K 0.13% 80
2021
Q2 		$656K Sell
3,735
-338
-8% -$60.8K 0.14% 74
2021
Q1 		$752K Buy
4,073
+193
+5% +$35.6K 0.18% 61
2020
Q4 		$703K Buy
3,880
+1,495
+63% +$215K 0.19% 61
2020
Q3 		$296K Buy
2,385
+680
+40% +$85K 0.1% 90
2020
Q2 		$190K Buy
+1,705
New +$188K 0.07% 108

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's DIS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 9,854 shares — an estimated $284K sold.

Carolinas Wealth Consulting first reported a position in DIS in Q2 2020 and held it in 20 quarters. The position peaked at $752K in Q1 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9,854 Walt Disney shares in Q2 2025, an estimated $284K.
  • Carolinas Wealth Consulting first reported a position in Walt Disney in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Walt Disney position peaked at $752K in Q1 2021.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.