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Cary Street Partners Investment Advisory’s Walt Disney DIS Stock Holding History

Cary Street Partners Investment 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
Q2 		$334K Buy
3,466
+1,011
+41% +$103K 0.07% 280
2026
Q1 		$237K Buy
2,455
+178
+8% +$18.8K 0.06% 315
2025
Q4 		$259K Buy
2,277
+417
+22% +$45.9K 0.07% 275
2025
Q3 		$213K Buy
1,860
+42
+2% +$4.95K 0.09% 252
2025
Q2 		$225K Sell
1,818
-40
-2% -$4.16K 0.11% 208
2025
Q1 		$183K Buy
1,858
+340
+22% +$36.5K 0.11% 227
2024
Q4 		$169K Sell
1,518
-99,804
-99% -$10.5M 0.11% 204
2024
Q3 		$9.75M Sell
101,322
-14,517
-13% -$1.34M 0.36% 70
2024
Q2 		$11.5M Buy
115,839
+2,496
+2% +$269K 0.47% 50
2024
Q1 		$13.9M Sell
113,343
-5,180
-4% -$541K 0.59% 40
2023
Q4 		$10.7M Sell
118,523
-1,667
-1% -$147K 0.51% 46
2023
Q3 		$9.74M Buy
120,190
+20,760
+21% +$1.77M 0.52% 46
2023
Q2 		$8.88M Buy
99,430
+11,153
+13% +$1.06M 0.57% 45
2023
Q1 		$8.84M Buy
88,277
+2,955
+3% +$298K 0.64% 43
2022
Q4 		$7.41M Buy
85,322
+1,148
+1% +$110K 0.55% 50
2022
Q3 		$7.94M Buy
84,174
+11,246
+15% +$1.2M 0.65% 45
2022
Q2 		$6.88M Buy
72,928
+60,961
+509% +$6.77M 0.58% 51
2022
Q1 		$1.64M Sell
11,967
-212
-2% -$30.6K 0.45% 64
2021
Q4 		$1.89M Buy
12,179
+2,971
+32% +$480K 0.52% 60
2021
Q3 		$1.56M Sell
9,208
-1,264
-12% -$225K 0.51% 59
2021
Q2 		$1.84M Buy
10,472
+4,784
+84% +$860K 0.59% 51
2021
Q1 		$1.05M Sell
5,688
-9,300
-62% -$1.72M 0.43% 64
2020
Q4 		$2.72M Sell
14,988
-3,691
-20% -$530K 0.52% 43
2020
Q3 		$2.32M Buy
18,679
+16,150
+639% +$2.02M 0.49% 62
2020
Q2 		$282K Buy
+2,529
New +$279K 0.4% 80
2020
Q1 		– Sell
-3,427
Closed -$496K – 87
2019
Q4 		$496K Buy
+3,427
New +$478K 0.54% 49
2018
Q4 		$408K Buy
+3,712
New +$422K 0.4% 47

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's DIS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Walt Disney (DIS) stake by 41% in Q2 2026, buying an estimated $103K and bringing the position to 3,466 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #280.

Cary Street Partners Investment Advisory first reported a position in DIS in Q4 2018 and has held it in 27 quarters since. The position peaked at $13.9M in Q1 2024. 2,203 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,466 shares of Walt Disney worth $334K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,011 Walt Disney shares in Q2 2026, an estimated $103K.
  • Walt Disney made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #280 holding.
  • Cary Street Partners Investment Advisory first reported a position in Walt Disney in Q4 2018 and has held it in 27 quarters since.
  • Cary Street Partners Investment Advisory's Walt Disney position peaked at $13.9M in Q1 2024.
  • 2,203 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.