HCR Wealth Advisors’s Walt Disney DIS Stock Holding History

HCR Wealth 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	$2.25M	Buy	23,383 +1,359	+6%	+$139K	0.2%	76
2026 Q1	$2.12M	Buy	22,024 +738	+3%	+$78K	0.22%	69
2025 Q4	$2.42M	Buy	21,286 +1,350	+7%	+$149K	0.24%	67
2025 Q3	$2.24M	Buy	19,936 +142	+0.7%	+$16.7K	0.23%	66
2025 Q2	$2.45M	Buy	19,794 +65	+0.3%	+$6.75K	0.29%	59
2025 Q1	$1.95M	Buy	19,729 +35	+0.2%	+$3.76K	0.25%	63
2024 Q4	$2.19M	Buy	19,694 +1,368	+7%	+$144K	0.27%	60
2024 Q3	$1.76M	Buy	18,326 +365	+2%	+$33.6K	0.23%	67
2024 Q2	$1.78M	Sell	17,961 -1,720	-9%	-$185K	0.25%	63
2024 Q1	$2.41M	Sell	19,681 -3,925	-17%	-$410K	0.37%	45
2023 Q4	$2.13M	Buy	23,606 +8,205	+53%	+$723K	0.34%	54
2023 Q3	$1.25M	Sell	15,401 -1,066	-6%	-$91K	0.27%	70
2023 Q2	$1.47M	Sell	16,467 -519	-3%	-$49.2K	0.27%	69
2023 Q1	$1.7M	Sell	16,986 -982	-5%	-$99K	0.34%	64
2022 Q4	$1.56M	Buy	17,968 +765	+4%	+$73.2K	0.33%	66
2022 Q3	$1.62M	Sell	17,203 -513	-3%	-$54.9K	0.34%	64
2022 Q2	$1.67M	Sell	17,716 -323	-2%	-$35.9K	0.34%	65
2022 Q1	$2.47M	Sell	18,039 -518	-3%	-$74.9K	0.4%	53
2021 Q4	$2.87M	Sell	18,557 -155	-0.8%	-$25K	0.45%	50
2021 Q3	$3.17M	Sell	18,712 -111	-0.6%	-$19.8K	0.53%	39
2021 Q2	$3.31M	Sell	18,823 -2,115	-10%	-$380K	0.57%	35
2021 Q1	$3.86M	Sell	20,938 -11,633	-36%	-$2.15M	0.76%	24
2020 Q4	$5.9M	Buy	32,571 +529	+2%	+$75.9K	1.24%	12
2020 Q3	$3.97M	Buy	32,042 +267	+0.8%	+$33.4K	0.91%	18
2020 Q2	$3.59M	Sell	31,775 -5,287	-14%	-$584K	0.84%	19
2020 Q1	$3.58M	Buy	37,062 +6,054	+20%	+$765K	1.02%	16
2019 Q4	$4.49M	Buy	31,008 +3,492	+13%	+$487K	1.09%	14
2019 Q3	$3.59M	Sell	27,516 -1,708	-6%	-$236K	1.19%	14
2019 Q2	$4.08M	Buy	29,224 +1,627	+6%	+$216K	1.16%	14
2019 Q1	$3.05M	Buy	27,597 +536	+2%	+$59.9K	0.88%	23
2018 Q4	$2.97M	Sell	27,061 -349	-1%	-$39.7K	0.96%	18
2018 Q3	$3.23M	Sell	27,410 -19	-0.1%	-$2.12K	1.05%	16
2018 Q2	$2.89M	Buy	27,429 +1,180	+4%	+$121K	0.95%	20
2018 Q1	$2.64M	Buy	26,249 +261	+1%	+$27.7K	0.91%	21
2017 Q4	$2.79M	Sell	25,988 -311	-1%	-$32K	0.98%	21
2017 Q3	$2.59M	Buy	26,299 +1,079	+4%	+$111K	1.09%	20
2017 Q2	$2.68M	Buy	25,220 +449	+2%	+$49.2K	1.32%	17
2017 Q1	$2.81M	Sell	24,771 -413	-2%	-$45.5K	1.44%	17
2016 Q4	$2.63M	Buy	+25,184	New	+$2.46M	1.39%	17

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

HCR Wealth Advisors's DIS Position: Q2 2026 in Review

HCR Wealth Advisors increased its Walt Disney (DIS) stake by 6.2% in Q2 2026, buying an estimated $139K and bringing the position to 23,383 shares worth $2.25M. The position accounts for 0.2% of the portfolio, ranked #76.

HCR Wealth Advisors first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.9M in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

HCR Wealth Advisors held 23,383 shares of Walt Disney worth $2.25M as of Q2 2026.
HCR Wealth Advisors bought 1,359 Walt Disney shares in Q2 2026, an estimated $139K.
Walt Disney made up 0.2% of HCR Wealth Advisors's portfolio in Q2 2026, its #76 holding.
HCR Wealth Advisors first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
HCR Wealth Advisors's Walt Disney position peaked at $5.9M in Q4 2020.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.