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Carson Advisory’s Walt Disney DIS Stock Holding History

Carson Advisory’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 		$432K Buy
4,485
+1,503
+50% +$159K 0.22% 95
2025
Q4 		$339K Hold
2,982
– – 0.18% 115
2025
Q3 		$341K Sell
2,982
-298
-9% -$35.1K 0.18% 115
2025
Q2 		$407K Sell
3,280
-494
-13% -$51.3K 0.26% 89
2025
Q1 		$372K Sell
3,774
-26
-0.7% -$2.79K 0.25% 94
2024
Q4 		$423K Sell
3,800
-1,343
-26% -$141K 0.29% 79
2024
Q3 		$495K Buy
5,143
+49
+1% +$4.51K 0.31% 81
2024
Q2 		$506K Buy
5,094
+9
+0.2% +$969 0.35% 78
2024
Q1 		$622K Sell
5,085
-171
-3% -$17.9K 0.44% 77
2023
Q4 		$475K Sell
5,256
-332
-6% -$29.3K 0.37% 83
2023
Q3 		$453K Sell
5,588
-80
-1% -$6.83K 0.4% 82
2023
Q2 		$506K Buy
5,668
+170
+3% +$16.1K 0.43% 79
2023
Q1 		$550K Sell
5,498
-465
-8% -$46.9K 0.49% 68
2022
Q4 		$518K Buy
5,963
+894
+18% +$85.5K 0.5% 56
2022
Q3 		$478K Buy
5,069
+261
+5% +$27.9K 0.53% 58
2022
Q2 		$454K Buy
4,808
+400
+9% +$44.4K 0.51% 59
2022
Q1 		$605K Buy
4,408
+2,350
+114% +$340K 0.6% 49
2021
Q4 		$319K Buy
+2,058
New +$332K 0.32% 82

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carson Advisory's DIS Position: Q1 2026 in Review

Carson Advisory increased its Walt Disney (DIS) stake by 50% in Q1 2026, buying an estimated $159K and bringing the position to 4,485 shares worth $432K. The position accounts for 0.22% of the portfolio, ranked #95.

Carson Advisory first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $622K in Q1 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Carson Advisory held 4,485 shares of Walt Disney worth $432K as of Q1 2026.
  • Carson Advisory bought 1,503 Walt Disney shares in Q1 2026, an estimated $159K.
  • Walt Disney made up 0.22% of Carson Advisory's portfolio in Q1 2026, its #95 holding.
  • Carson Advisory first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Walt Disney position peaked at $622K in Q1 2024.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.