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Colonial River Investments’s Walt Disney DIS Stock Holding History

Colonial River Investments’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
2025
Q1 		– Sell
-2,276
Closed -$253K – 219
2024
Q4 		$253K Buy
+2,276
New +$239K 0.12% 170
2024
Q3 		– Sell
-2,215
Closed -$220K – 224
2024
Q2 		$220K Sell
2,215
-42
-2% -$4.52K 0.12% 150
2024
Q1 		$276K Buy
+2,257
New +$236K 0.16% 127
2023
Q2 		– Sell
-2,322
Closed -$233K – 178
2023
Q1 		$233K Sell
2,322
-287
-11% -$28.9K 0.14% 172
2022
Q4 		$227K Sell
2,609
-320
-11% -$30.6K 0.14% 166
2022
Q3 		$276K Sell
2,929
-214
-7% -$22.9K 0.19% 128
2022
Q2 		$297K Sell
3,143
-2,362
-43% -$262K 0.19% 136
2022
Q1 		$755K Buy
5,505
+128
+2% +$18.5K 0.44% 70
2021
Q4 		$833K Sell
5,377
-5,290
-50% -$854K 0.45% 65
2021
Q3 		$1.83M Buy
10,667
+5,944
+126% +$1.06M 1.29% 39
2021
Q2 		$830K Buy
4,723
+43
+0.9% +$7.73K 0.59% 48
2021
Q1 		$863K Sell
4,680
-168
-3% -$31K 0.7% 45
2020
Q4 		$912 Buy
+4,848
New +$696K 0.41% 41

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Colonial River Investments's DIS Position: Q1 2025 in Review

Colonial River Investments sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,276 shares — an estimated $253K sold.

Colonial River Investments first reported a position in DIS in Q4 2020 and held it in 13 quarters. The position peaked at $1.83M in Q3 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Colonial River Investments reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Colonial River Investments sold 2,276 Walt Disney shares in Q1 2025, an estimated $253K.
  • Colonial River Investments first reported a position in Walt Disney in Q4 2020 and held it in 13 quarters.
  • Colonial River Investments's Walt Disney position peaked at $1.83M in Q3 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Colonial River Investments's 13F filing for Q1 2025, filed 25 Apr 2025.