KCFA
DIS icon

Key Client Fiduciary Advisors’s Walt Disney DIS Stock Holding History

Key Client Fiduciary 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 		$448K Sell
4,656
-418
-8% -$42.6K 0.13% 140
2026
Q1 		$489K Sell
5,074
-815
-14% -$86.1K 0.17% 125
2025
Q4 		$670K Sell
5,889
-426
-7% -$46.9K 0.23% 95
2025
Q3 		$723K Sell
6,315
-1,060
-14% -$125K 0.24% 85
2025
Q2 		$915K Sell
7,375
-1,118
-13% -$116K 0.37% 61
2025
Q1 		$838K Sell
8,493
-45
-0.5% -$4.84K 0.38% 59
2024
Q4 		$951K Sell
8,538
-534
-6% -$56.1K 0.42% 56
2024
Q3 		$873K Sell
9,072
-103
-1% -$9.48K 0.39% 61
2024
Q2 		$911K Buy
9,175
+1,036
+13% +$112K 0.45% 55
2024
Q1 		$996K Buy
8,139
+339
+4% +$35.4K 0.53% 44
2023
Q4 		$704K Sell
7,800
-345
-4% -$30.4K 0.41% 55
2023
Q3 		$660K Sell
8,145
-77
-0.9% -$6.58K 0.4% 61
2023
Q2 		$734K Buy
8,222
+180
+2% +$17.1K 0.43% 51
2023
Q1 		$805K Sell
8,042
-218
-3% -$22K 0.5% 47
2022
Q4 		$718K Buy
8,260
+1,793
+28% +$171K 0.48% 48
2022
Q3 		$610K Buy
6,467
+200
+3% +$21.4K 0.55% 41
2022
Q2 		$592K Sell
6,267
-72
-1% -$7.99K 0.58% 38
2022
Q1 		$869K Buy
6,339
+561
+10% +$81.1K 0.69% 37
2021
Q4 		$895K Buy
+5,778
New +$933K 0.74% 36

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

Key Client Fiduciary Advisors's DIS Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Walt Disney (DIS) stake by 8.2% in Q2 2026, selling an estimated $42.6K and leaving 4,656 shares worth $448K. The position accounts for 0.13% of the portfolio, ranked #140.

Key Client Fiduciary Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $996K in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Key Client Fiduciary Advisors held 4,656 shares of Walt Disney worth $448K as of Q2 2026.
  • Key Client Fiduciary Advisors sold 418 Walt Disney shares in Q2 2026, an estimated $42.6K.
  • Walt Disney made up 0.13% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #140 holding.
  • Key Client Fiduciary Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's Walt Disney position peaked at $996K in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.