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Coppell Advisory Solutions’s Walt Disney DIS Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-8,452
Closed -$970K – 88
2025
Q4 		$970K Buy
8,452
+1,989
+31% +$219K 0.1% 175
2025
Q3 		$742K Buy
6,463
+1,126
+21% +$133K 0.08% 197
2025
Q2 		$653K Sell
5,337
-99
-2% -$10.3K 0.08% 199
2025
Q1 		$496K Sell
5,436
-8,144
-60% -$875K 0.07% 211
2024
Q4 		$1.5M Buy
13,580
+8,434
+164% +$886K 0.21% 100
2024
Q3 		$494K Buy
5,146
+665
+15% +$61.2K 0.07% 171
2024
Q2 		$445K Buy
+4,481
New +$482K 0.07% 163
2023
Q4 		$411K Buy
4,548
+1,167
+35% +$103K 0.08% 172
2023
Q3 		$294K Buy
3,381
+384
+13% +$32.8K 0.1% 138
2023
Q2 		$268K Sell
2,997
-59
-2% -$5.59K 0.08% 158
2023
Q1 		$300K Sell
3,056
-325
-10% -$32.8K 0.1% 159
2022
Q4 		$294K Buy
+3,381
New +$323K 0.1% 141
2020
Q4 		$588K Buy
+3,247
New +$466K 0.3% 90

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

Coppell Advisory Solutions's DIS Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 8,452 shares — an estimated $970K sold.

Coppell Advisory Solutions first reported a position in DIS in Q4 2020 and held it in 13 quarters. The position peaked at $1.5M in Q4 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 8,452 Walt Disney shares in Q1 2026, an estimated $970K.
  • Coppell Advisory Solutions first reported a position in Walt Disney in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's Walt Disney position peaked at $1.5M in Q4 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.