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Cornerstone Advisory’s Walt Disney DIS Stock Holding History

Cornerstone Advisory’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 		$520K Buy
5,403
+459
+9% +$46.8K 0.04% 158
2026
Q1 		$477K Sell
4,944
-1,033
-17% -$109K 0.05% 159
2025
Q4 		$680K Buy
5,977
+25
+0.4% +$2.75K 0.06% 126
2025
Q3 		$682K Buy
5,952
+62
+1% +$7.3K 0.07% 126
2025
Q2 		$730K Buy
5,890
+86
+1% +$8.94K 0.08% 117
2025
Q1 		$535K Sell
5,804
-452
-7% -$48.6K 0.06% 138
2024
Q4 		$690K Sell
6,256
-80
-1% -$8.4K 0.08% 118
2024
Q3 		$609K Sell
6,336
-1,119
-15% -$103K 0.08% 116
2024
Q2 		$740K Sell
7,455
-2,451
-25% -$264K 0.1% 95
2024
Q1 		$1.21M Buy
9,906
+283
+3% +$29.6K 0.17% 76
2023
Q4 		$869K Sell
9,623
-1,658
-15% -$146K 0.14% 92
2023
Q3 		$914K Sell
11,281
-732
-6% -$62.5K 0.16% 86
2023
Q2 		$1.07M Sell
12,013
-2,538
-17% -$240K 0.19% 75
2023
Q1 		$1.46M Sell
14,551
-126
-0.9% -$12.7K 0.26% 59
2022
Q4 		$1.28M Sell
14,677
-113
-0.8% -$10.8K 0.25% 63
2022
Q3 		$1.4M Buy
14,790
+94
+0.6% +$10.1K 0.31% 55
2022
Q2 		$1.39M Sell
14,696
-5,899
-29% -$655K 0.32% 51
2022
Q1 		$2.83M Buy
20,595
+5,534
+37% +$800K 0.43% 41
2021
Q4 		$2.33M Buy
15,061
+550
+4% +$88.8K 0.34% 49
2021
Q3 		$2.46M Sell
14,511
-420
-3% -$74.9K 0.41% 44
2021
Q2 		$2.63M Sell
14,931
-487
-3% -$87.6K 0.44% 43
2021
Q1 		$2.85M Sell
15,418
-193
-1% -$35.6K 0.54% 39
2020
Q4 		$2.83M Sell
15,611
-1,184
-7% -$170K 0.57% 43
2020
Q3 		$2.08M Sell
16,795
-228
-1% -$28.5K 0.49% 46
2020
Q2 		$1.9M Sell
17,023
-1,786
-9% -$197K 0.5% 45
2020
Q1 		$1.82M Buy
18,809
+5,099
+37% +$645K 0.55% 48
2019
Q4 		$1.98M Buy
13,710
+2,267
+20% +$316K 0.41% 58
2019
Q3 		$1.49M Buy
11,443
+73
+0.6% +$10.1K 0.32% 60
2019
Q2 		$1.59M Buy
11,370
+125
+1% +$16.6K 0.34% 60
2019
Q1 		$1.25M Buy
11,245
+677
+6% +$75.7K 0.27% 65
2018
Q4 		$1.16M Buy
10,568
+31
+0.3% +$3.52K 0.3% 65
2018
Q3 		$1.23M Sell
10,537
-261
-2% -$29.1K 0.37% 59
2018
Q2 		$1.13M Buy
10,798
+2,456
+29% +$251K 0.37% 59
2018
Q1 		$838K Buy
8,342
+2,024
+32% +$215K 0.3% 63
2017
Q4 		$679K Buy
6,318
+274
+5% +$28.2K 0.23% 79
2017
Q3 		$596K Sell
6,044
-123
-2% -$12.7K 0.2% 80
2017
Q2 		$655K Sell
6,167
-321
-5% -$35.1K 0.22% 75
2017
Q1 		$736K Sell
6,488
-1,320
-17% -$145K 0.37% 44
2016
Q4 		$814K Buy
7,808
+1,210
+18% +$118K 0.61% 29
2016
Q3 		$613K Hold
6,598
– – 0.5% 34
2016
Q2 		$645K Sell
6,598
-82
-1% -$8.2K 0.54% 30
2016
Q1 		$663K Sell
6,680
-15
-0.2% -$1.45K 0.57% 28
2015
Q4 		$703K Buy
+6,695
New +$746K 0.61% 28

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Cornerstone Advisory's DIS Position: Q2 2026 in Review

Cornerstone Advisory increased its Walt Disney (DIS) stake by 9.3% in Q2 2026, buying an estimated $46.8K and bringing the position to 5,403 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #158.

Cornerstone Advisory first reported a position in DIS in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.85M in Q1 2021. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cornerstone Advisory held 5,403 shares of Walt Disney worth $520K as of Q2 2026.
  • Cornerstone Advisory bought 459 Walt Disney shares in Q2 2026, an estimated $46.8K.
  • Walt Disney made up 0.04% of Cornerstone Advisory's portfolio in Q2 2026, its #158 holding.
  • Cornerstone Advisory first reported a position in Walt Disney in Q4 2015 and has held it in 43 quarters since.
  • Cornerstone Advisory's Walt Disney position peaked at $2.85M in Q1 2021.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.