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Financial Consulate’s Walt Disney DIS Stock Holding History

Financial Consulate’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 		$153K Buy
1,591
+22
+1% +$2.33K 0.02% 172
2025
Q4 		$178K Sell
1,569
-214
-12% -$23.6K 0.02% 171
2025
Q3 		$204K Buy
+1,783
New +$210K 0.03% 160
2022
Q1 		– Sell
-1,421
Closed -$220K – 137
2021
Q4 		$220K Buy
1,421
+57
+4% +$9.21K 0.08% 129
2021
Q3 		$231K Sell
1,364
-10
-0.7% -$1.78K 0.08% 118
2021
Q2 		$242K Buy
1,374
+117
+9% +$21K 0.09% 110
2021
Q1 		$232K Buy
1,257
+1
+0.1% +$184 0.09% 102
2020
Q4 		$228K Buy
+1,256
New +$180K 0.1% 95

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

Financial Consulate's DIS Position: Q1 2026 in Review

Financial Consulate increased its Walt Disney (DIS) stake by 1.4% in Q1 2026, buying an estimated $2.33K and bringing the position to 1,591 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #172.

Financial Consulate first reported a position in DIS in Q4 2020 and has held it in 8 quarters since. The position peaked at $242K in Q2 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Financial Consulate held 1,591 shares of Walt Disney worth $153K as of Q1 2026.
  • Financial Consulate bought 22 Walt Disney shares in Q1 2026, an estimated $2.33K.
  • Walt Disney made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #172 holding.
  • Financial Consulate first reported a position in Walt Disney in Q4 2020 and has held it in 8 quarters since.
  • Financial Consulate's Walt Disney position peaked at $242K in Q2 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.