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Cook Wealth’s Walt Disney DIS Stock Holding History

Cook Wealth’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
-1,953
Closed -$217K – 53
2024
Q4 		$217K Buy
+1,953
New +$205K 0.1% 53
2024
Q2 		– Sell
-2,088
Closed -$235K – 58
2024
Q1 		$235K Buy
+2,088
New +$218K 0.14% 48
2023
Q3 		– Sell
-2,355
Closed -$201K – 55
2023
Q2 		$201K Buy
2,355
+216
+10% +$20.5K 0.15% 48
2023
Q1 		$214K Buy
+2,139
New +$216K 0.18% 41
2022
Q4 		– Sell
-2,105
Closed -$220K – 45
2022
Q3 		$220K Buy
2,105
+267
+15% +$28.6K 0.24% 35
2022
Q2 		$201K Buy
1,838
+6
+0.3% +$666 0.21% 42
2022
Q1 		$206K Buy
1,832
+30
+2% +$4.34K 0.22% 37
2021
Q4 		$256K Buy
+1,802
New +$291K 0.26% 28

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cook Wealth's DIS Position: Q1 2025 in Review

Cook Wealth sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 1,953 shares — an estimated $217K sold.

Cook Wealth first reported a position in DIS in Q4 2021 and held it in 8 quarters. The position peaked at $256K in Q4 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Cook Wealth reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Cook Wealth sold 1,953 Walt Disney shares in Q1 2025, an estimated $217K.
  • Cook Wealth first reported a position in Walt Disney in Q4 2021 and held it in 8 quarters.
  • Cook Wealth's Walt Disney position peaked at $256K in Q4 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Cook Wealth's 13F filing for Q1 2025, filed 15 May 2025.