Choate Investment Advisors’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 | $7.03M | Sell |
73,090
-7,268
| -9% | -$741K | 0.12% | 77 |
|
|
2026
Q1 | $7.74M | Buy |
80,358
+731
| +0.9% | +$77.3K | 0.15% | 72 |
|
|
2025
Q4 | $9.06M | Sell |
79,627
-5,724
| -7% | -$630K | 0.18% | 61 |
|
|
2025
Q3 | $9.77M | Sell |
85,351
-29,351
| -26% | -$3.46M | 0.2% | 56 |
|
|
2025
Q2 | $14.2M | Sell |
114,702
-26,889
| -19% | -$2.79M | 0.31% | 43 |
|
|
2025
Q1 | $14M | Buy |
141,591
+4,969
| +4% | +$534K | 0.35% | 42 |
|
|
2024
Q4 | $15.2M | Buy |
136,622
+54,529
| +66% | +$5.73M | 0.37% | 37 |
|
|
2024
Q3 | $7.9M | Buy |
82,093
+5,404
| +7% | +$497K | 0.2% | 65 |
|
|
2024
Q2 | $7.61M | Buy |
76,689
+2,559
| +3% | +$275K | 0.2% | 67 |
|
|
2024
Q1 | $9.07M | Buy |
74,130
+7,511
| +11% | +$785K | 0.24% | 56 |
|
|
2023
Q4 | $6.02M | Buy |
66,619
+17,994
| +37% | +$1.59M | 0.19% | 66 |
|
|
2023
Q3 | $3.94M | Buy |
48,625
+7,080
| +17% | +$605K | 0.15% | 63 |
|
|
2023
Q2 | $3.71M | Buy |
41,545
+6,743
| +19% | +$639K | 0.16% | 59 |
|
|
2023
Q1 | $3.48M | Buy |
34,802
+2,195
| +7% | +$221K | 0.17% | 58 |
|
|
2022
Q4 | $2.83M | Buy |
32,607
+1,331
| +4% | +$127K | 0.17% | 63 |
|
|
2022
Q3 | $2.95M | Buy |
31,276
+4,231
| +16% | +$453K | 0.19% | 53 |
|
|
2022
Q2 | $2.55M | Sell |
27,045
-809
| -3% | -$89.8K | 0.16% | 61 |
|
|
2022
Q1 | $3.82M | Buy |
27,854
+8,733
| +46% | +$1.26M | 0.2% | 46 |
|
|
2021
Q4 | $2.96M | Buy |
19,121
+823
| +4% | +$133K | 0.17% | 60 |
|
|
2021
Q3 | $3.1M | Sell |
18,298
-325
| -2% | -$57.9K | 0.2% | 51 |
|
|
2021
Q2 | $3.27M | Buy |
18,623
+1,582
| +9% | +$285K | 0.2% | 50 |
|
|
2021
Q1 | $3.15M | Buy |
17,041
+558
| +3% | +$103K | 0.19% | 50 |
|
|
2020
Q4 | $2.99M | Buy |
16,483
+34
| +0.2% | +$4.88K | 0.18% | 49 |
|
|
2020
Q3 | $2.04M | Sell |
16,449
-310
| -2% | -$38.7K | 0.13% | 66 |
|
|
2020
Q2 | $1.87M | Buy |
16,759
+2
| +0% | +$221 | 0.14% | 65 |
|
|
2020
Q1 | $1.62M | Buy |
16,757
+213
| +1% | +$26.9K | 0.13% | 71 |
|
|
2019
Q4 | $2.39M | Sell |
16,544
-37
| -0.2% | -$5.16K | 0.15% | 71 |
|
|
2019
Q3 | $2.16M | Buy |
16,581
+87
| +0.5% | +$12K | 0.13% | 73 |
|
|
2019
Q2 | $2.3M | Sell |
16,494
-839
| -5% | -$111K | 0.14% | 72 |
|
|
2019
Q1 | $1.92M | Buy |
17,333
+3,086
| +22% | +$345K | 0.11% | 80 |
|
|
2018
Q4 | $1.56M | Sell |
14,247
-360
| -2% | -$40.9K | 0.1% | 83 |
|
|
2018
Q3 | $1.71M | Buy |
14,607
+531
| +4% | +$59.1K | 0.09% | 68 |
|
|
2018
Q2 | $1.48M | Sell |
14,076
-1,002
| -7% | -$102K | 0.09% | 89 |
|
|
2018
Q1 | $1.51M | Sell |
15,078
-13
| -0.1% | -$1.38K | 0.08% | 95 |
|
|
2017
Q4 | $1.62M | Sell |
15,091
-140
| -0.9% | -$14.4K | 0.08% | 95 |
|
|
2017
Q3 | $1.5M | Buy |
15,231
+17
| +0.1% | +$1.75K | 0.08% | 95 |
|
|
2017
Q2 | $1.62M | Sell |
15,214
-100
| -0.7% | -$10.9K | 0.09% | 86 |
|
|
2017
Q1 | $1.74M | Sell |
15,314
-65
| -0.4% | -$7.16K | 0.1% | 88 |
|
|
2016
Q4 | $1.6M | Hold |
15,379
| – | – | 0.1% | 85 |
|
|
2016
Q3 | $1.43M | Buy |
15,379
+776
| +5% | +$74.3K | 0.09% | 94 |
|
|
2016
Q2 | $1.43M | Sell |
14,603
-138
| -0.9% | -$13.8K | 0.1% | 89 |
|
|
2016
Q1 | $1.46M | Buy |
14,741
+2,167
| +17% | +$209K | 0.1% | 90 |
|
|
2015
Q4 | $1.18M | Sell |
12,574
-1,095
| -8% | -$122K | 0.09% | 108 |
|
|
2015
Q3 | $1.4M | Buy |
13,669
+1,666
| +14% | +$181K | 0.1% | 87 |
|
|
2015
Q2 | $1.37M | Sell |
12,003
-26
| -0.2% | -$2.85K | 0.08% | 92 |
|
|
2015
Q1 | $1.26M | Sell |
12,029
-545
| -4% | -$55K | 0.07% | 102 |
|
|
2014
Q4 | $1.18M | Buy |
12,574
+1,736
| +16% | +$157K | 0.07% | 108 |
|
|
2014
Q3 | $965K | Sell |
10,838
-185
| -2% | -$16.3K | 0.06% | 123 |
|
|
2014
Q2 | $951K | Buy |
11,023
+664
| +6% | +$54.2K | 0.06% | 129 |
|
|
2014
Q1 | $829K | Sell |
10,359
-570
| -5% | -$44.2K | 0.05% | 143 |
|
|
2013
Q4 | $835K | Sell |
10,929
-1,068
| -9% | -$74K | 0.05% | 129 |
|
|
2013
Q3 | $774K | Buy |
11,997
+185
| +2% | +$11.9K | 0.06% | 134 |
|
|
2013
Q2 | $746K | Buy |
+11,812
| New | +$746K | 0.06% | 131 |
|
Other funds holding DIS
Choate Investment Advisors's DIS Position: Q2 2026 in Review
Choate Investment Advisors reduced its Walt Disney (DIS) stake by 9% in Q2 2026, selling an estimated $741K and leaving 73,090 shares worth $7.03M. The position accounts for 0.12% of the portfolio, ranked #77.
Choate Investment Advisors first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.2M in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Choate Investment Advisors held 73,090 shares of Walt Disney worth $7.03M as of Q2 2026.
- Choate Investment Advisors sold 7,268 Walt Disney shares in Q2 2026, an estimated $741K.
- Walt Disney made up 0.12% of Choate Investment Advisors's portfolio in Q2 2026, its #77 holding.
- Choate Investment Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
- Choate Investment Advisors's Walt Disney position peaked at $15.2M in Q4 2024.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.