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Coastwise Capital Group’s Walt Disney DIS Stock Holding History

Coastwise Capital 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
Q2 		$576K Sell
5,988
-178
-3% -$18.1K 0.34% 67
2026
Q1 		$594K Buy
6,166
+39
+0.6% +$4.12K 0.33% 62
2025
Q4 		$697K Sell
6,127
-598
-9% -$65.9K 0.35% 62
2025
Q3 		$770K Buy
6,725
+105
+2% +$12.4K 0.54% 50
2025
Q2 		$821K Sell
6,620
-344
-5% -$35.7K 0.65% 40
2025
Q1 		$687K Sell
6,964
-240
-3% -$25.8K 0.58% 46
2024
Q4 		$802K Buy
7,204
+352
+5% +$37K 0.64% 42
2024
Q3 		$659K Buy
6,852
+1,009
+17% +$92.8K 0.54% 52
2024
Q2 		$580K Sell
5,843
-280
-5% -$30.1K 0.55% 49
2024
Q1 		$749K Sell
6,123
-629
-9% -$65.7K 0.69% 41
2023
Q4 		$610K Buy
6,752
+149
+2% +$13.1K 0.62% 46
2023
Q3 		$535K Buy
6,603
+392
+6% +$33.5K 0.61% 51
2023
Q2 		$555K Buy
6,211
+1,060
+21% +$100K 0.63% 44
2023
Q1 		$516K Buy
5,151
+95
+2% +$9.58K 0.59% 51
2022
Q4 		$439K Buy
5,056
+847
+20% +$81K 0.52% 57
2022
Q3 		$397K Sell
4,209
-290
-6% -$31K 0.63% 50
2022
Q2 		$425K Buy
4,499
+1,007
+29% +$112K 0.52% 58
2022
Q1 		$479K Buy
+3,492
New +$505K 0.6% 50

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Coastwise Capital Group's DIS Position: Q2 2026 in Review

Coastwise Capital Group reduced its Walt Disney (DIS) stake by 2.9% in Q2 2026, selling an estimated $18.1K and leaving 5,988 shares worth $576K. The position accounts for 0.34% of the portfolio, ranked #67.

Coastwise Capital Group first reported a position in DIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $821K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Coastwise Capital Group held 5,988 shares of Walt Disney worth $576K as of Q2 2026.
  • Coastwise Capital Group sold 178 Walt Disney shares in Q2 2026, an estimated $18.1K.
  • Walt Disney made up 0.34% of Coastwise Capital Group's portfolio in Q2 2026, its #67 holding.
  • Coastwise Capital Group first reported a position in Walt Disney in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Walt Disney position peaked at $821K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.