CIA
DIS icon

CCM Investment Advisers’s Walt Disney DIS Stock Holding History

CCM Investment Advisers’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 		$9.68M Sell
100,464
-1,192
-1% -$126K 0.93% 50
2025
Q4 		$11.6M Buy
101,656
+5,443
+6% +$599K 1.11% 48
2025
Q3 		$11M Buy
96,213
+993
+1% +$117K 1.09% 49
2025
Q2 		$11.8M Buy
95,220
+1,597
+2% +$166K 1.27% 43
2025
Q1 		$9.24M Sell
93,623
-2,451
-3% -$263K 1.13% 50
2024
Q4 		$10.7M Sell
96,074
-2,619
-3% -$275K 1.18% 45
2024
Q3 		$9.49M Buy
98,693
+2,192
+2% +$202K 1.06% 47
2024
Q2 		$9.58M Buy
96,501
+140
+0.1% +$15.1K 1.13% 46
2024
Q1 		$11.8M Sell
96,361
-3,122
-3% -$326K 1.41% 40
2023
Q4 		$8.98M Sell
99,483
-8,609
-8% -$759K 1.11% 50
2023
Q3 		$8.76M Buy
108,092
+10,346
+11% +$884K 1.21% 49
2023
Q2 		$8.73M Buy
97,746
+4,691
+5% +$444K 1.17% 50
2023
Q1 		$9.32M Buy
93,055
+3,476
+4% +$350K 1.32% 47
2022
Q4 		$7.78M Sell
89,579
-6,989
-7% -$668K 1.24% 47
2022
Q3 		$9.11M Buy
96,568
+1,685
+2% +$180K 1.55% 35
2022
Q2 		$8.96M Sell
94,883
-1,866
-2% -$207K 1.44% 44
2022
Q1 		$13.3M Buy
96,749
+4,332
+5% +$626K 1.81% 27
2021
Q4 		$14.3M Buy
92,417
+2,490
+3% +$402K 1.74% 27
2021
Q3 		$15.2M Sell
89,927
-5
-0% -$891 1.98% 13
2021
Q2 		$15.8M Sell
89,932
-753
-0.8% -$135K 2.02% 10
2021
Q1 		$16.7M Sell
90,685
-3,890
-4% -$717K 2.26% 9
2020
Q4 		$17.1M Sell
94,575
-648
-0.7% -$93K 2.48% 7
2020
Q3 		$11.8M Sell
95,223
-2,182
-2% -$273K 1.92% 20
2020
Q2 		$10.9M Buy
97,405
+1,970
+2% +$217K 1.85% 19
2020
Q1 		$9.22M Sell
95,435
-3,645
-4% -$461K 1.84% 29
2019
Q4 		$14.3M Sell
99,080
-102
-0.1% -$14.2K 2.23% 12
2019
Q3 		$12.9M Sell
99,182
-1,605
-2% -$222K 2.12% 15
2019
Q2 		$14.1M Sell
100,787
-6,583
-6% -$873K 2.37% 8
2019
Q1 		$11.9M Buy
107,370
+6,961
+7% +$778K 2% 18
2018
Q4 		$11M Buy
100,409
+13,411
+15% +$1.52M 2.19% 17
2018
Q3 		$10.2M Sell
86,998
-122
-0.1% -$13.6K 1.88% 24
2018
Q2 		$9.13M Buy
87,120
+3,299
+4% +$337K 1.74% 31
2018
Q1 		$8.42M Buy
83,821
+5
+0% +$531 1.64% 35
2017
Q4 		$9.01M Sell
83,816
-7,130
-8% -$735K 1.74% 33
2017
Q3 		$8.96M Sell
90,946
-3,298
-3% -$339K 1.72% 32
2017
Q2 		$10M Sell
94,244
-8,555
-8% -$937K 1.96% 19
2017
Q1 		$11.7M Sell
102,799
-4,664
-4% -$514K 2.32% 4
2016
Q4 		$11.2M Sell
107,463
-2,920
-3% -$285K 2.36% 4
2016
Q3 		$10.3M Sell
110,383
-131,975
-54% -$12.6M 2.17% 11
2016
Q2 		$23.7M Sell
242,358
-3,464
-1% -$346K 2.21% 8
2016
Q1 		$24.4M Buy
245,822
+5,056
+2% +$488K 2.29% 7
2015
Q4 		$25.3M Sell
240,766
-1,035
-0.4% -$115K 2.37% 8
2015
Q3 		$24.7M Buy
241,801
+27,886
+13% +$3.04M 2.46% 3
2015
Q2 		$24.4M Sell
213,915
-3,084
-1% -$339K 2.25% 4
2015
Q1 		$22.8M Sell
216,999
-32,843
-13% -$3.31M 2.22% 4
2014
Q4 		$23.5M Sell
249,842
-41,436
-14% -$3.74M 2.14% 11
2014
Q3 		$25.9M Sell
291,278
-19,394
-6% -$1.71M 2.32% 4
2014
Q2 		$26.6M Buy
310,672
+13,746
+5% +$1.12M 2.44% 6
2014
Q1 		$23.8M Sell
296,926
-18,165
-6% -$1.41M 2.36% 6
2013
Q4 		$24.1M Buy
315,091
+2,703
+0.9% +$187K 2.25% 5
2013
Q3 		$20.1M Buy
312,388
+12,885
+4% +$826K 2% 12
2013
Q2 		$18.9M Buy
+299,503
New +$18.9M 1.94% 9

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

CCM Investment Advisers's DIS Position: Q1 2026 in Review

CCM Investment Advisers reduced its Walt Disney (DIS) stake by 1.2% in Q1 2026, selling an estimated $126K and leaving 100,464 shares worth $9.68M. The position accounts for 0.93% of the portfolio, ranked #50.

CCM Investment Advisers first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.6M in Q2 2014. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • CCM Investment Advisers held 100,464 shares of Walt Disney worth $9.68M as of Q1 2026.
  • CCM Investment Advisers sold 1,192 Walt Disney shares in Q1 2026, an estimated $126K.
  • Walt Disney made up 0.93% of CCM Investment Advisers's portfolio in Q1 2026, its #50 holding.
  • CCM Investment Advisers first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • CCM Investment Advisers's Walt Disney position peaked at $26.6M in Q2 2014.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.