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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
Q2 		$153K Buy
1,593
+2
+0.1% +$204 0.02% 186
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 $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

Financial Consulate's DIS Position: Q2 2026 in Review

Financial Consulate increased its Walt Disney (DIS) stake by 0.13% in Q2 2026, buying an estimated $204 and bringing the position to 1,593 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #186.

Financial Consulate first reported a position in DIS in Q4 2020 and has held it in 9 quarters since. The position peaked at $242K in Q2 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Financial Consulate held 1,593 shares of Walt Disney worth $153K as of Q2 2026.
  • Financial Consulate bought 2 Walt Disney shares in Q2 2026, an estimated $204.
  • Walt Disney made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #186 holding.
  • Financial Consulate first reported a position in Walt Disney in Q4 2020 and has held it in 9 quarters since.
  • Financial Consulate's Walt Disney position peaked at $242K in Q2 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.