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

J.W. Coons 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
2025
Q2 		$1.82M Buy
14,691
+230
+2% +$23.9K 0.41% 62
2025
Q1 		$1.43M Sell
14,461
-150
-1% -$16.1K 0.38% 66
2024
Q4 		$1.63M Sell
14,611
-200
-1% -$21K 0.42% 60
2024
Q3 		$1.42M Hold
14,811
– – 0.36% 68
2024
Q2 		$1.47M Hold
14,811
– – 0.36% 60
2024
Q1 		$1.81M Sell
14,811
-125
-0.8% -$13.1K 0.41% 53
2023
Q4 		$1.35M Sell
14,936
-350
-2% -$30.9K 0.36% 63
2023
Q3 		$1.24M Sell
15,286
-1,100
-7% -$93.9K 0.36% 68
2023
Q2 		$1.46M Sell
16,386
-2,200
-12% -$208K 0.4% 59
2023
Q1 		$1.86M Sell
18,586
-100
-0.5% -$10.1K 0.53% 49
2022
Q4 		$1.62M Buy
18,686
+3,257
+21% +$312K 0.48% 55
2022
Q3 		$1.46M Buy
15,429
+1,080
+8% +$116K 0.55% 57
2022
Q2 		$1.35M Buy
14,349
+200
+1% +$22.2K 0.48% 59
2022
Q1 		$1.94M Buy
14,149
+853
+6% +$123K 0.58% 49
2021
Q4 		$2.05M Hold
13,296
– – 0.62% 44
2021
Q3 		$2.25M Sell
13,296
-466
-3% -$83.1K 0.77% 38
2021
Q2 		$2.42M Sell
13,762
-7,200
-34% -$1.29M 0.86% 35
2021
Q1 		$3.86M Sell
20,962
-325
-2% -$59.9K 1.38% 13
2020
Q4 		$3.85M Sell
21,287
-223
-1% -$32K 1.47% 10
2020
Q3 		$2.66M Sell
21,510
-1,380
-6% -$172K 1.11% 23
2020
Q2 		$2.55M Sell
22,890
-778
-3% -$85.9K 1.13% 22
2020
Q1 		$2.29M Buy
+23,668
New +$2.99M 1.2% 19

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

J.W. Coons Advisors's DIS Position: Q2 2025 in Review

J.W. Coons Advisors increased its Walt Disney (DIS) stake by 1.6% in Q2 2025, buying an estimated $23.9K and bringing the position to 14,691 shares worth $1.82M. The position accounts for 0.41% of the portfolio, ranked #62.

J.W. Coons Advisors first reported a position in DIS in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.86M in Q1 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • J.W. Coons Advisors held 14,691 shares of Walt Disney worth $1.82M as of Q2 2025.
  • J.W. Coons Advisors bought 230 Walt Disney shares in Q2 2025, an estimated $23.9K.
  • Walt Disney made up 0.41% of J.W. Coons Advisors's portfolio in Q2 2025, its #62 holding.
  • J.W. Coons Advisors first reported a position in Walt Disney in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Walt Disney position peaked at $3.86M in Q1 2021.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.