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Clear Creek Financial Management’s Walt Disney DIS Stock Holding History

Clear Creek Financial Management’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 		$1.4M Buy
14,569
+6,217
+74% +$657K 0.11% 201
2025
Q4 		$951K Sell
8,352
-65
-0.8% -$7.16K 0.08% 244
2025
Q3 		$964K Buy
8,417
+487
+6% +$57.4K 0.08% 238
2025
Q2 		$984K Buy
7,930
+444
+6% +$46.1K 0.09% 222
2025
Q1 		$739K Sell
7,486
-61
-0.8% -$6.56K 0.08% 243
2024
Q4 		$841K Sell
7,547
-194
-3% -$20.4K 0.09% 216
2024
Q3 		$745K Sell
7,741
-315
-4% -$29K 0.08% 206
2024
Q2 		$800K Sell
8,056
-1,130
-12% -$122K 0.1% 188
2024
Q1 		$1.12M Sell
9,186
-1,173
-11% -$123K 0.14% 133
2023
Q4 		$936K Sell
10,359
-44
-0.4% -$3.88K 0.15% 120
2023
Q3 		$843K Buy
10,403
+387
+4% +$33.1K 0.15% 110
2023
Q2 		$894K Sell
10,016
-570
-5% -$54K 0.15% 112
2023
Q1 		$1.06M Buy
10,586
+498
+5% +$50.2K 0.2% 93
2022
Q4 		$876K Sell
10,088
-446
-4% -$42.7K 0.19% 103
2022
Q3 		$994K Buy
10,534
+106
+1% +$11.3K 0.22% 80
2022
Q2 		$984K Sell
10,428
-1,729
-14% -$192K 0.21% 92
2022
Q1 		$1.67M Buy
12,157
+2,991
+33% +$432K 0.26% 93
2021
Q4 		$1.42M Buy
9,166
+2,532
+38% +$409K 0.21% 100
2021
Q3 		$1.12M Buy
6,634
+78
+1% +$13.9K 0.18% 121
2021
Q2 		$1.15M Buy
6,556
+4,308
+192% +$775K 0.18% 121
2021
Q1 		$418K Sell
2,248
-17,751
-89% -$3.27M 0.84% 32
2020
Q4 		$3.62M Buy
+19,999
New +$2.87M 0.7% 37
2020
Q3 		– Sell
-5,058
Closed -$564K – 122
2020
Q2 		$564K Sell
5,058
-258
-5% -$28.5K 0.15% 108
2020
Q1 		$542K Sell
5,316
-1,797
-25% -$227K 0.21% 70
2019
Q4 		$1.03M Buy
7,113
+148
+2% +$20.7K 0.41% 35
2019
Q3 		$1.04M Buy
6,965
+228
+3% +$31.5K 0.5% 33
2019
Q2 		$940K Buy
+6,737
New +$893K 0.4% 38

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

Clear Creek Financial Management's DIS Position: Q1 2026 in Review

Clear Creek Financial Management increased its Walt Disney (DIS) stake by 74% in Q1 2026, buying an estimated $657K and bringing the position to 14,569 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #201.

Clear Creek Financial Management first reported a position in DIS in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.62M in Q4 2020. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Clear Creek Financial Management held 14,569 shares of Walt Disney worth $1.4M as of Q1 2026.
  • Clear Creek Financial Management bought 6,217 Walt Disney shares in Q1 2026, an estimated $657K.
  • Walt Disney made up 0.11% of Clear Creek Financial Management's portfolio in Q1 2026, its #201 holding.
  • Clear Creek Financial Management first reported a position in Walt Disney in Q2 2019 and has held it in 27 quarters since.
  • Clear Creek Financial Management's Walt Disney position peaked at $3.62M in Q4 2020.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.