Clean Yield Group’s Walt Disney DIS Stock Holding History

Clean Yield Group’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	$385K	Sell	3,997 -1,150	-22%	-$122K	0.11%	105
2025 Q4	$586K	Sell	5,147 -3	-0.1%	-$330	0.16%	87
2025 Q3	$590K	Hold	5,150	–	–	0.17%	82
2025 Q2	$639K	Sell	5,150 -389	-7%	-$40.4K	0.19%	79
2025 Q1	$547K	Buy	5,539 +250	+5%	+$26.9K	0.18%	83
2024 Q4	$589K	Hold	5,289	–	–	0.19%	82
2024 Q3	$509K	Hold	5,289	–	–	0.16%	90
2024 Q2	$525K	Hold	5,289	–	–	0.2%	76
2024 Q1	$647K	Sell	5,289 -60	-1%	-$6.27K	0.25%	69
2023 Q4	$483K	Hold	5,349	–	–	0.2%	77
2023 Q3	$454K	Buy	5,349 +1,000	+23%	+$85.4K	0.2%	81
2023 Q2	$388K	Sell	4,349 -345	-7%	-$32.7K	0.16%	89
2023 Q1	$470K	Hold	4,694	–	–	0.2%	83
2022 Q4	$408K	Buy	4,694 +279	+6%	+$26.7K	0.18%	89
2022 Q3	$416K	Buy	4,415 +21	+0.5%	+$2.25K	0.19%	89
2022 Q2	$415K	Hold	4,394	–	–	0.17%	89
2022 Q1	$603K	Buy	4,394 +60	+1%	+$8.67K	0.21%	85
2021 Q4	$671K	Sell	4,334 -25	-0.6%	-$4.04K	0.21%	84
2021 Q3	$737K	Hold	4,359	–	–	0.24%	75
2021 Q2	$766K	Hold	4,359	–	–	0.26%	71
2021 Q1	$804K	Sell	4,359 -310	-7%	-$57.2K	0.3%	65
2020 Q4	$846K	Sell	4,669 -130	-3%	-$18.7K	0.3%	60
2020 Q3	$595K	Sell	4,799 -50	-1%	-$6.25K	0.24%	65
2020 Q2	$541K	Sell	4,849 -25	-0.5%	-$2.76K	0.23%	70
2020 Q1	$471K	Buy	4,874 +104	+2%	+$13.1K	0.22%	75
2019 Q4	$690K	Hold	4,770	–	–	0.22%	78
2019 Q3	$622K	Sell	4,770 -150	-3%	-$20.7K	0.21%	76
2019 Q2	$687K	Sell	4,920 -5	-0.1%	-$663	0.25%	68
2019 Q1	$547K	Buy	4,925 +250	+5%	+$27.9K	0.22%	76
2018 Q4	$513K	Hold	4,675	–	–	0.22%	82
2018 Q3	$547K	Sell	4,675 -160	-3%	-$17.8K	0.22%	89
2018 Q2	$507K	Sell	4,835 -367	-7%	-$37.5K	0.21%	85
2018 Q1	$522K	Buy	5,202 +339	+7%	+$36K	0.22%	88
2017 Q4	$523K	Sell	4,863 -368	-7%	-$37.9K	0.21%	93
2017 Q3	$516K	Hold	5,231	–	–	0.21%	93
2017 Q2	$550K	Hold	5,231	–	–	0.23%	90
2017 Q1	$593K	Hold	5,231	–	–	0.25%	87
2016 Q4	$545K	Buy	5,231 +346	+7%	+$33.7K	0.25%	85
2016 Q3	$454K	Buy	4,885 +50	+1%	+$4.79K	0.2%	93
2016 Q2	$473K	Hold	4,835	–	–	0.2%	91
2016 Q1	$477K	Sell	4,835 -112	-2%	-$10.8K	0.21%	87
2015 Q4	$476K	Sell	4,947 -259	-5%	-$28.9K	0.23%	86
2015 Q3	$595K	Sell	5,206 -500	-9%	-$54.4K	0.28%	80
2015 Q2	$651K	Hold	5,706	–	–	0.3%	84
2015 Q1	$599K	Buy	5,706 +82	+1%	+$8.27K	0.26%	81
2014 Q4	$530K	Sell	5,624 -50	-0.9%	-$4.51K	0.24%	82
2014 Q3	$505K	Sell	5,674 -50	-0.9%	-$4.41K	0.24%	84
2014 Q2	$491K	Sell	5,724 -722	-11%	-$59K	0.24%	89
2014 Q1	$516K	Sell	6,446 -290	-4%	-$22.5K	0.27%	86
2013 Q4	$515K	Sell	6,736 -240	-3%	-$16.6K	0.28%	83
2013 Q3	$450K	Sell	6,976 -130	-2%	-$8.33K	0.24%	86
2013 Q2	$449K	Buy	+7,106	New	+$449K	0.26%	81

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clean Yield Group's DIS Position: Q1 2026 in Review

Clean Yield Group reduced its Walt Disney (DIS) stake by 22% in Q1 2026, selling an estimated $122K and leaving 3,997 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #105.

Clean Yield Group first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $846K in Q4 2020. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Clean Yield Group held 3,997 shares of Walt Disney worth $385K as of Q1 2026.
Clean Yield Group sold 1,150 Walt Disney shares in Q1 2026, an estimated $122K.
Walt Disney made up 0.11% of Clean Yield Group's portfolio in Q1 2026, its #105 holding.
Clean Yield Group first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's Walt Disney position peaked at $846K in Q4 2020.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.