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KCM Investment Advisors’s Walt Disney DIS Stock Holding History

KCM Investment 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
Q1 		$2.3M Sell
23,892
-872
-4% -$92.2K 0.08% 148
2025
Q4 		$2.82M Sell
24,764
-1,201
-5% -$132K 0.09% 132
2025
Q3 		$2.97M Sell
25,965
-7,560
-23% -$890K 0.1% 129
2025
Q2 		$4.16M Sell
33,525
-1,577
-4% -$164K 0.14% 105
2025
Q1 		$3.46M Sell
35,102
-5,512
-14% -$592K 0.12% 115
2024
Q4 		$4.52M Sell
40,614
-6,215
-13% -$653K 0.16% 102
2024
Q3 		$4.5M Sell
46,829
-3,352
-7% -$308K 0.15% 102
2024
Q2 		$4.98M Sell
50,181
-925
-2% -$99.6K 0.18% 94
2024
Q1 		$6.25M Sell
51,106
-18,284
-26% -$1.91M 0.23% 84
2023
Q4 		$6.27M Sell
69,390
-9,910
-12% -$874K 0.25% 80
2023
Q3 		$6.43M Sell
79,300
-4,147
-5% -$354K 0.28% 80
2023
Q2 		$7.45M Sell
83,447
-7,972
-9% -$755K 0.3% 73
2023
Q1 		$9.15M Sell
91,419
-2,757
-3% -$278K 0.37% 60
2022
Q4 		$8.18M Sell
94,176
-26,402
-22% -$2.53M 0.35% 72
2022
Q3 		$11.4M Sell
120,578
-8,128
-6% -$870K 0.53% 53
2022
Q2 		$12.2M Sell
128,706
-41,422
-24% -$4.6M 0.53% 55
2022
Q1 		$23.3M Sell
170,128
-4,663
-3% -$674K 0.85% 36
2021
Q4 		$27.1M Sell
174,791
-2,618
-1% -$423K 0.94% 28
2021
Q3 		$30M Sell
177,409
-1,552
-0.9% -$277K 1.19% 24
2021
Q2 		$31.5M Buy
178,961
+4,946
+3% +$890K 1.27% 21
2021
Q1 		$32.1M Buy
174,015
+3,893
+2% +$718K 1.42% 13
2020
Q4 		$30.8M Buy
170,122
+6,728
+4% +$966K 1.49% 13
2020
Q3 		$20.3M Buy
163,394
+870
+0.5% +$109K 1.12% 24
2020
Q2 		$18.1M Buy
162,524
+5,462
+3% +$603K 1.02% 28
2020
Q1 		$15.2M Sell
157,062
-24,059
-13% -$3.04M 1.02% 31
2019
Q4 		$26.2M Buy
181,121
+15,394
+9% +$2.15M 1.42% 19
2019
Q3 		$21.6M Buy
165,727
+7,251
+5% +$1M 1.25% 24
2019
Q2 		$22.1M Buy
158,476
+1,616
+1% +$214K 1.33% 21
2019
Q1 		$17.4M Buy
156,860
+5,026
+3% +$562K 1.13% 27
2018
Q4 		$16.6M Buy
151,834
+936
+0.6% +$106K 1.1% 22
2018
Q3 		$17.6M Sell
150,898
-4,431
-3% -$493K 1.01% 24
2018
Q2 		$16.3M Buy
155,329
+1,134
+0.7% +$116K 1% 24
2018
Q1 		$15.5M Sell
154,195
-665
-0.4% -$70.7K 0.94% 26
2017
Q4 		$16.6M Buy
154,860
+2,007
+1% +$207K 0.97% 26
2017
Q3 		$15.1M Sell
152,853
-2,866
-2% -$295K 0.92% 25
2017
Q2 		$16.5M Sell
155,719
-20,571
-12% -$2.25M 1.04% 19
2017
Q1 		$20M Sell
176,290
-117
-0.1% -$12.9K 1.28% 11
2016
Q4 		$18.4M Buy
176,407
+2,942
+2% +$287K 1.24% 11
2016
Q3 		$16.1M Buy
173,465
+6,815
+4% +$653K 1.1% 14
2016
Q2 		$16.3M Buy
166,650
+11,554
+7% +$1.16M 1.14% 14
2016
Q1 		$15.4M Buy
155,096
+22,229
+17% +$2.15M 1.13% 13
2015
Q4 		$14M Buy
132,867
+16,219
+14% +$1.81M 1.1% 11
2015
Q3 		$11.9M Buy
116,648
+21,386
+22% +$2.33M 0.99% 15
2015
Q2 		$10.9M Buy
95,262
+15,630
+20% +$1.72M 0.86% 20
2015
Q1 		$8.35M Buy
79,632
+6,894
+9% +$696K 0.67% 36
2014
Q4 		$6.85M Buy
72,738
+4,035
+6% +$364K 0.58% 45
2014
Q3 		$6.12M Buy
68,703
+1,196
+2% +$105K 0.56% 45
2014
Q2 		$5.79M Buy
67,507
+852
+1% +$69.6K 0.54% 46
2014
Q1 		$5.34M Buy
66,655
+1,573
+2% +$122K 0.55% 46
2013
Q4 		$4.97M Buy
65,082
+1,250
+2% +$86.6K 0.54% 49
2013
Q3 		$4.12M Buy
63,832
+1,275
+2% +$81.7K 0.49% 51
2013
Q2 		$3.95M Buy
+62,557
New +$3.95M 0.48% 55

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

KCM Investment Advisors's DIS Position: Q1 2026 in Review

KCM Investment Advisors reduced its Walt Disney (DIS) stake by 3.5% in Q1 2026, selling an estimated $92.2K and leaving 23,892 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #148.

KCM Investment Advisors first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.1M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • KCM Investment Advisors held 23,892 shares of Walt Disney worth $2.3M as of Q1 2026.
  • KCM Investment Advisors sold 872 Walt Disney shares in Q1 2026, an estimated $92.2K.
  • Walt Disney made up 0.08% of KCM Investment Advisors's portfolio in Q1 2026, its #148 holding.
  • KCM Investment Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Walt Disney position peaked at $32.1M in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.