Coastal Bridge Advisors’s Walt Disney DIS Stock Holding History

Coastal Bridge Advisors’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	$1.86M	Buy	19,302 +161	+0.8%	+$17K	0.13%	164
2025 Q4	$2.18M	Buy	19,141 +76	+0.4%	+$8.37K	0.16%	145
2025 Q3	$2.18M	Sell	19,065 -820	-4%	-$96.6K	0.17%	139
2025 Q2	$2.47M	Buy	+19,885	New	+$2.07M	0.2%	119
2025 Q1	–	Sell	-12,488	Closed	-$1.39M	–	293
2024 Q4	$1.39M	Buy	12,488 +231	+2%	+$24.3K	0.35%	53
2024 Q3	$1.18M	Sell	12,257 -983	-7%	-$90.4K	0.29%	57
2024 Q2	$1.31M	Buy	13,240 +1,653	+14%	+$178K	0.33%	55
2024 Q1	$1.42M	Sell	11,587 -43	-0.4%	-$4.49K	0.33%	52
2023 Q4	$1.05M	Sell	11,630 -41	-0.4%	-$3.62K	0.27%	63
2023 Q3	$946K	Buy	11,671 +390	+3%	+$33.3K	0.25%	65
2023 Q2	$1.01M	Buy	11,281 +97	+0.9%	+$9.19K	0.25%	62
2023 Q1	$1.12M	Sell	11,184 -1	-0%	-$101	0.28%	55
2022 Q4	$972K	Buy	11,185 +1,336	+14%	+$128K	0.28%	60
2022 Q3	$929K	Buy	9,849 +322	+3%	+$34.5K	0.25%	55
2022 Q2	$899K	Sell	9,527 -456	-5%	-$50.6K	0.28%	57
2022 Q1	$1.37M	Buy	9,983 +42	+0.4%	+$6.07K	0.32%	48
2021 Q4	$1.54M	Sell	9,941 -1	-0%	-$162	0.32%	51
2021 Q3	$1.68M	Buy	9,942 +79	+0.8%	+$14.1K	0.39%	39
2021 Q2	$1.73M	Buy	9,863 +66	+0.7%	+$11.9K	0.36%	39
2021 Q1	$1.81M	Buy	9,797 +362	+4%	+$66.8K	0.33%	35
2020 Q4	$1.71M	Sell	9,435 -1	-0%	-$144	0.34%	36
2020 Q3	$1.17M	Sell	9,436 -118	-1%	-$14.8K	0.36%	42
2020 Q2	$1.06M	Sell	9,554 -995	-9%	-$110K	0.34%	46
2020 Q1	$1.02M	Buy	10,549 +1,790	+20%	+$226K	0.37%	43
2019 Q4	$1.27M	Sell	8,759 -211	-2%	-$29.5K	0.33%	42
2019 Q3	$1.17M	Buy	8,970 +238	+3%	+$32.9K	0.4%	42
2019 Q2	$1.22M	Sell	8,732 -184	-2%	-$24.4K	0.36%	40
2019 Q1	$990K	Sell	8,916 -3,312	-27%	-$370K	0.35%	42
2018 Q4	$1.34M	Buy	12,228 +115	+0.9%	+$13.1K	0.53%	32
2018 Q3	$1.42M	Buy	12,113 +625	+5%	+$69.6K	0.54%	27
2018 Q2	$1.2M	Buy	11,488 +685	+6%	+$70.1K	0.48%	30
2018 Q1	$1.08M	Buy	10,803 +666	+7%	+$70.8K	0.39%	35
2017 Q4	$1.13M	Sell	10,137 -550	-5%	-$56.7K	0.36%	35
2017 Q3	$1.05M	Sell	10,687 -121	-1%	-$12.4K	0.35%	35
2017 Q2	$1.15M	Buy	10,808 +1,627	+18%	+$178K	0.39%	26
2017 Q1	$1.04M	Sell	9,181 -495	-5%	-$54.5K	0.35%	31
2016 Q4	$1.01M	Buy	9,676 +217	+2%	+$21.2K	0.39%	27
2016 Q3	$878K	Buy	9,459 +6	+0.1%	+$575	0.43%	21
2016 Q2	$925K	Buy	9,453 +1,043	+12%	+$104K	0.48%	19
2016 Q1	$835K	Sell	8,410 -1,093	-12%	-$106K	0.58%	21
2015 Q4	$999K	Buy	+9,503	New	+$1.06M	0.56%	17

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

Coastal Bridge Advisors's DIS Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Walt Disney (DIS) stake by 0.84% in Q1 2026, buying an estimated $17K and bringing the position to 19,302 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #164.

Coastal Bridge Advisors first reported a position in DIS in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.47M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Coastal Bridge Advisors held 19,302 shares of Walt Disney worth $1.86M as of Q1 2026.
Coastal Bridge Advisors bought 161 Walt Disney shares in Q1 2026, an estimated $17K.
Walt Disney made up 0.13% of Coastal Bridge Advisors's portfolio in Q1 2026, its #164 holding.
Coastal Bridge Advisors first reported a position in Walt Disney in Q4 2015 and has held it in 41 quarters since.
Coastal Bridge Advisors's Walt Disney position peaked at $2.47M in Q2 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.