JWCA
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J.W. Cole Advisors’s Walt Disney DIS Stock Holding History

J.W. Cole 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 		$7M Buy
+72,736
New +$7.42M 0.12% 174
2026
Q1 		– Sell
-66,497
Closed -$5.94M – 914
2025
Q4 		$5.94M Sell
66,497
-5,879
-8% -$647K 0.14% 142
2025
Q3 		$8.29M Buy
72,376
+3,592
+5% +$423K 0.16% 129
2025
Q2 		$8.53M Buy
68,784
+16,604
+32% +$1.73M 0.18% 116
2025
Q1 		$5.15M Buy
52,180
+25,505
+96% +$2.74M 0.16% 137
2024
Q4 		$2.97M Sell
26,675
-1,793
-6% -$188K 0.12% 170
2024
Q3 		$2.74M Buy
28,468
+691
+2% +$63.6K 0.11% 183
2024
Q2 		$2.76M Sell
27,777
-9,785
-26% -$1.05M 0.13% 163
2024
Q1 		$4.6M Sell
37,562
-94
-0.2% -$9.82K 0.23% 97
2023
Q4 		$3.4M Buy
37,656
+448
+1% +$39.5K 0.2% 118
2023
Q3 		$3.02M Buy
37,208
+3,996
+12% +$341K 0.22% 109
2023
Q2 		$2.97M Sell
33,212
-1,303
-4% -$123K 0.21% 114
2023
Q1 		$3.46M Buy
34,515
+2,042
+6% +$206K 0.25% 101
2022
Q4 		$2.82M Sell
32,473
-105
-0.3% -$10K 0.22% 118
2022
Q3 		$3.07M Sell
32,578
-4,619
-12% -$494K 0.26% 96
2022
Q2 		$3.51M Buy
37,197
+1,137
+3% +$126K 0.28% 83
2022
Q1 		$4.95M Buy
36,060
+4,396
+14% +$636K 0.33% 65
2021
Q4 		$4.9M Buy
31,664
+54
+0.2% +$8.72K 0.32% 67
2021
Q3 		$5.35M Buy
31,610
+4,994
+19% +$890K 0.38% 44
2021
Q2 		$4.68M Buy
26,616
+4,338
+19% +$780K 0.37% 59
2021
Q1 		$4.11M Sell
22,278
-1,150
-5% -$212K 0.4% 52
2020
Q4 		$4.25M Sell
23,428
-38,441
-62% -$5.52M 0.44% 45
2020
Q3 		$7.68M Buy
61,869
+37,987
+159% +$4.75M 0.59% 31
2020
Q2 		$2.66M Buy
+23,882
New +$2.64M 0.4% 68
2020
Q1 		– Sell
-24,370
Closed -$3.52M – 193
2019
Q4 		$3.52M Buy
+24,370
New +$3.4M 0.44% 53

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

J.W. Cole Advisors's DIS Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 72,736 shares worth $7M. The stake represents 0.12% of the portfolio and ranks #174 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DIS as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DIS in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.53M in Q2 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • J.W. Cole Advisors held 72,736 shares of Walt Disney worth $7M as of Q2 2026.
  • Walt Disney was a new J.W. Cole Advisors position in Q2 2026.
  • Walt Disney made up 0.12% of J.W. Cole Advisors's portfolio in Q2 2026, its #174 holding.
  • J.W. Cole Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Walt Disney position peaked at $8.53M in Q2 2025.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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