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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
Q2 		$1.42M Buy
+5,379
New +$548K 0.12% 152
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 $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

Coppell Advisory Solutions's DIS Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Walt Disney (DIS) in Q2 2026: 5,379 shares worth $1.42M. The stake represents 0.12% of the portfolio and ranks #152 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DIS as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in DIS in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.5M in Q4 2024. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Coppell Advisory Solutions held 5,379 shares of Walt Disney worth $1.42M as of Q2 2026.
  • Walt Disney was a new Coppell Advisory Solutions position in Q2 2026.
  • Walt Disney made up 0.12% of Coppell Advisory Solutions's portfolio in Q2 2026, its #152 holding.
  • Coppell Advisory Solutions first reported a position in Walt Disney in Q4 2020 and has held it in 14 quarters since.
  • Coppell Advisory Solutions's Walt Disney position peaked at $1.5M in Q4 2024.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.