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Loring Wolcott & Coolidge Fiduciary Advisors’s Walt Disney DIS Stock Holding History

Loring Wolcott & Coolidge 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 		$3.67M Buy
38,133
+144
+0.4% +$14.7K 0.04% 101
2026
Q1 		$3.77M Sell
37,989
-7,821
-17% -$827K 0.04% 95
2025
Q4 		$5.07M Sell
45,810
-2,414
-5% -$266K 0.05% 86
2025
Q3 		$5.45M Buy
48,224
+6,640
+16% +$782K 0.05% 82
2025
Q2 		$5.16M Sell
41,584
-519
-1% -$53.9K 0.05% 87
2025
Q1 		$3.68M Sell
42,103
-2,474
-6% -$266K 0.04% 98
2024
Q4 		$5.05M Sell
44,577
-2,616
-6% -$275K 0.04% 100
2024
Q3 		$4.5M Sell
47,193
-15,257
-24% -$1.4M 0.04% 100
2024
Q2 		$6.15M Sell
62,450
-38,106
-38% -$4.1M 0.06% 82
2024
Q1 		$11.3M Sell
100,556
-8,567
-8% -$895K 0.11% 67
2023
Q4 		$10.5M Sell
109,123
-2,796
-2% -$246K 0.1% 67
2023
Q3 		$9.32M Sell
111,919
-125,638
-53% -$10.7M 0.1% 68
2023
Q2 		$21.2M Sell
237,557
-85,538
-26% -$8.1M 0.23% 58
2023
Q1 		$32.4M Sell
323,095
-50,655
-14% -$5.11M 0.37% 52
2022
Q4 		$32.5M Sell
373,750
-223,759
-37% -$21.4M 0.4% 49
2022
Q3 		$56.4M Sell
597,509
-169,872
-22% -$18.2M 0.73% 36
2022
Q2 		$72.4M Sell
767,381
-58,630
-7% -$6.51M 0.89% 31
2022
Q1 		$113M Buy
826,011
+6,824
+0.8% +$987K 1.16% 30
2021
Q4 		$127M Buy
819,187
+9,760
+1% +$1.58M 1.16% 29
2021
Q3 		$137M Sell
809,427
-2,684
-0.3% -$478K 1.36% 27
2021
Q2 		$143M Buy
812,111
+4,491
+0.6% +$808K 1.45% 27
2021
Q1 		$149M Buy
807,620
+5,165
+0.6% +$953K 1.65% 22
2020
Q4 		$145M Buy
802,455
+17,433
+2% +$2.5M 1.63% 21
2020
Q3 		$97.4M Sell
785,022
-14,016
-2% -$1.75M 1.22% 27
2020
Q2 		$89.1M Sell
799,038
-157,524
-16% -$17.4M 1.23% 26
2020
Q1 		$92.4M Buy
956,562
+7,660
+0.8% +$968K 1.55% 22
2019
Q4 		$137M Buy
948,902
+14,647
+2% +$2.04M 1.85% 20
2019
Q3 		$122M Buy
934,255
+51,649
+6% +$7.14M 1.77% 19
2019
Q2 		$123M Buy
882,606
+107,963
+14% +$14.3M 1.79% 19
2019
Q1 		$86M Buy
774,643
+88,459
+13% +$9.89M 1.31% 25
2018
Q4 		$75.2M Buy
686,184
+31,244
+5% +$3.55M 1.36% 24
2018
Q3 		$76.6M Buy
654,940
+69,653
+12% +$7.75M 1.21% 28
2018
Q2 		$61.3M Sell
585,287
-3,336
-0.6% -$341K 1.07% 32
2018
Q1 		$59.1M Buy
588,623
+9,964
+2% +$1.06M 1.07% 30
2017
Q4 		$62.2M Buy
578,659
+19,193
+3% +$1.98M 1.14% 31
2017
Q3 		$55.1M Buy
559,466
+25,217
+5% +$2.59M 1.06% 32
2017
Q2 		$58.7M Buy
534,249
+98,298
+23% +$10.8M 1.17% 30
2017
Q1 		$49.4M Buy
435,951
+10,695
+3% +$1.18M 1.03% 33
2016
Q4 		$44.3M Buy
425,256
+37,722
+10% +$3.68M 0.99% 35
2016
Q3 		$36M Buy
387,534
+29,981
+8% +$2.87M 0.82% 39
2016
Q2 		$35M Buy
357,553
+215,166
+151% +$21.5M 0.8% 39
2016
Q1 		$14.1M Buy
142,387
+14,380
+11% +$1.39M 0.33% 60
2015
Q4 		$13.5M Buy
128,007
+13,793
+12% +$1.54M 0.33% 58
2015
Q3 		$13M Hold
114,214
– – 0.33% 59
2015
Q2 		$13M Sell
114,214
-538
-0.5% -$59.1K 0.33% 59
2015
Q1 		$12M Buy
114,752
+5,469
+5% +$552K 0.3% 65
2014
Q4 		$10.3M Buy
109,283
+10,642
+11% +$959K 0.26% 68
2014
Q3 		$8.78M Buy
98,641
+705
+0.7% +$62.2K 0.24% 70
2014
Q2 		$8.4M Buy
97,936
+1,100
+1% +$89.8K 0.23% 70
2014
Q1 		$7.75M Buy
96,836
+11,427
+13% +$886K 0.21% 73
2013
Q4 		$6.53M Buy
85,409
+14,769
+21% +$1.02M 0.18% 84
2013
Q3 		$4.56M Buy
70,640
+5,438
+8% +$349K 0.14% 92
2013
Q2 		$4.12M Buy
+65,202
New +$4.12M 0.13% 99

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Loring Wolcott & Coolidge Fiduciary Advisors's DIS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Walt Disney (DIS) stake by 0.38% in Q2 2026, buying an estimated $14.7K and bringing the position to 38,133 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #101.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $149M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 38,133 shares of Walt Disney worth $3.67M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 144 Walt Disney shares in Q2 2026, an estimated $14.7K.
  • Walt Disney made up 0.04% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #101 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Walt Disney position peaked at $149M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.