CWC Advisors’s Walt Disney DIS Stock Holding History

CWC Advisors’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	$1.17M	Sell	12,159 -773	-6%	-$78.8K	0.52%	52
2026 Q1	$1.25M	Buy	12,932 +666	+5%	+$70.4K	0.59%	47
2025 Q4	$1.4M	Sell	12,266 -1,290	-10%	-$142K	0.67%	40
2025 Q3	$1.55M	Sell	13,556 -42	-0.3%	-$4.95K	0.76%	35
2025 Q2	$1.69M	Sell	13,598 -614	-4%	-$63.8K	0.87%	30
2025 Q1	$1.4M	Buy	14,212 +170	+1%	+$18.3K	0.8%	33
2024 Q4	$1.56M	Sell	14,042 -100	-0.7%	-$10.5K	1.56%	15
2024 Q3	$1.36M	Buy	+14,142	New	+$1.3M	1.34%	19

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CWC Advisors's DIS Position: Q2 2026 in Review

CWC Advisors reduced its Walt Disney (DIS) stake by 6% in Q2 2026, selling an estimated $78.8K and leaving 12,159 shares worth $1.17M. The position accounts for 0.52% of the portfolio, ranked #52.

CWC Advisors first reported a position in DIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

CWC Advisors held 12,159 shares of Walt Disney worth $1.17M as of Q2 2026.
CWC Advisors sold 773 Walt Disney shares in Q2 2026, an estimated $78.8K.
Walt Disney made up 0.52% of CWC Advisors's portfolio in Q2 2026, its #52 holding.
CWC Advisors first reported a position in Walt Disney in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Walt Disney position peaked at $1.69M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.