Certified Advisory Corp’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.46M | Buy |
15,153
+3,754
| +33% | +$383K | 0.12% | 142 |
|
|
2026
Q1 | $1.1M | Sell |
11,399
-1,278
| -10% | -$135K | 0.1% | 153 |
|
|
2025
Q4 | $1.44M | Sell |
12,677
-840
| -6% | -$92.5K | 0.13% | 137 |
|
|
2025
Q3 | $1.55M | Buy |
13,517
+55
| +0.4% | +$6.48K | 0.15% | 129 |
|
|
2025
Q2 | $1.67M | Sell |
13,462
-3
| -0% | -$312 | 0.17% | 117 |
|
|
2025
Q1 | $1.33M | Sell |
13,465
-500
| -4% | -$53.7K | 0.15% | 130 |
|
|
2024
Q4 | $1.55M | Sell |
13,965
-630
| -4% | -$66.2K | 0.17% | 118 |
|
|
2024
Q3 | $1.4M | Buy |
14,595
+2,330
| +19% | +$214K | 0.16% | 123 |
|
|
2024
Q2 | $1.22M | Buy |
+12,265
| New | +$1.32M | 0.15% | 124 |
|
|
2024
Q1 | – | Sell |
-12,664
| Closed | -$1.14M | – | 269 |
|
|
2023
Q4 | $1.14M | Buy |
+12,664
| New | +$1.12M | 0.17% | 120 |
|
|
2023
Q2 | – | Sell |
-11,391
| Closed | -$1.14M | – | 265 |
|
|
2023
Q1 | $1.14M | Buy |
11,391
+418
| +4% | +$42.1K | 0.2% | 111 |
|
|
2022
Q4 | $953K | Buy |
10,973
+310
| +3% | +$29.7K | 0.19% | 121 |
|
|
2022
Q3 | $1.01M | Buy |
10,663
+151
| +1% | +$16.2K | 0.23% | 106 |
|
|
2022
Q2 | $992K | Sell |
10,512
-2,681
| -20% | -$298K | 0.22% | 108 |
|
|
2022
Q1 | $1.81M | Buy |
13,193
+2,714
| +26% | +$392K | 0.38% | 74 |
|
|
2021
Q4 | $1.62M | Sell |
10,479
-326
| -3% | -$52.6K | 0.36% | 74 |
|
|
2021
Q3 | $1.83M | Buy |
10,805
+1,477
| +16% | +$263K | 0.44% | 55 |
|
|
2021
Q2 | $1.64M | Buy |
9,328
+87
| +0.9% | +$15.6K | 0.41% | 61 |
|
|
2021
Q1 | $1.71M | Buy |
+9,241
| New | +$1.7M | 0.44% | 59 |
|
|
2020
Q2 | $966K | Buy |
8,659
+1,193
| +16% | +$132K | 0.32% | 80 |
|
|
2020
Q1 | $721K | Buy |
7,466
+738
| +11% | +$93.3K | 0.29% | 86 |
|
|
2019
Q4 | $973K | Buy |
6,728
+538
| +9% | +$75.1K | 0.31% | 80 |
|
|
2019
Q3 | $807K | Buy |
6,190
+874
| +16% | +$121K | 0.28% | 83 |
|
|
2019
Q2 | $742K | Sell |
5,316
-323
| -6% | -$42.8K | 0.28% | 84 |
|
|
2019
Q1 | $626K | Sell |
5,639
-102
| -2% | -$11.4K | 0.26% | 86 |
|
|
2018
Q4 | $633K | Buy |
5,741
+127
| +2% | +$14.4K | 0.33% | 78 |
|
|
2018
Q3 | $656K | Sell |
5,614
-71
| -1% | -$7.9K | 0.3% | 77 |
|
|
2018
Q2 | $595K | Sell |
5,685
-68
| -1% | -$6.95K | 0.33% | 76 |
|
|
2018
Q1 | $577K | Buy |
5,753
+658
| +13% | +$69.9K | 0.34% | 75 |
|
|
2017
Q4 | $547K | Buy |
+5,095
| New | +$525K | 0.39% | 62 |
|
Other funds holding DIS
Certified Advisory Corp's DIS Position: Q2 2026 in Review
Certified Advisory Corp increased its Walt Disney (DIS) stake by 33% in Q2 2026, buying an estimated $383K and bringing the position to 15,153 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #142.
Certified Advisory Corp first reported a position in DIS in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.83M in Q3 2021. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Certified Advisory Corp held 15,153 shares of Walt Disney worth $1.46M as of Q2 2026.
- Certified Advisory Corp bought 3,754 Walt Disney shares in Q2 2026, an estimated $383K.
- Walt Disney made up 0.12% of Certified Advisory Corp's portfolio in Q2 2026, its #142 holding.
- Certified Advisory Corp first reported a position in Walt Disney in Q4 2017 and has held it in 30 quarters since.
- Certified Advisory Corp's Walt Disney position peaked at $1.83M in Q3 2021.
- 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.