McAdam LLC’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $600K | Buy |
6,233
+1,102
| +21% | +$112K | 0.02% | 243 |
|
|
2026
Q1 | $495K | Sell |
5,131
-76
| -1% | -$8.03K | 0.02% | 243 |
|
|
2025
Q4 | $592K | Buy |
5,207
+521
| +11% | +$57.4K | 0.03% | 204 |
|
|
2025
Q3 | $537K | Buy |
4,686
+302
| +7% | +$35.6K | 0.03% | 207 |
|
|
2025
Q2 | $544K | Sell |
4,384
-269
| -6% | -$27.9K | 0.03% | 204 |
|
|
2025
Q1 | $459K | Buy |
4,653
+390
| +9% | +$41.9K | 0.03% | 199 |
|
|
2024
Q4 | $475K | Buy |
4,263
+159
| +4% | +$16.7K | 0.03% | 211 |
|
|
2024
Q3 | $395K | Buy |
4,104
+433
| +12% | +$39.8K | 0.02% | 216 |
|
|
2024
Q2 | $365K | Sell |
3,671
-1,545
| -30% | -$166K | 0.02% | 209 |
|
|
2024
Q1 | $638K | Buy |
5,216
+1,520
| +41% | +$159K | 0.04% | 151 |
|
|
2023
Q4 | $334K | Sell |
3,696
-187
| -5% | -$16.5K | 0.02% | 201 |
|
|
2023
Q3 | $315K | Buy |
3,883
+453
| +13% | +$38.7K | 0.03% | 195 |
|
|
2023
Q2 | $306K | Buy |
3,430
+54
| +2% | +$5.12K | 0.03% | 202 |
|
|
2023
Q1 | $338K | Buy |
3,376
+784
| +30% | +$79K | 0.03% | 184 |
|
|
2022
Q4 | $401K | Sell |
2,592
-650
| -20% | -$62.2K | 0.04% | 121 |
|
|
2022
Q3 | $306K | Buy |
3,242
+307
| +10% | +$32.9K | 0.03% | 162 |
|
|
2022
Q2 | $277K | Buy |
2,935
+315
| +12% | +$35K | 0.03% | 183 |
|
|
2022
Q1 | $359K | Buy |
2,620
+28
| +1% | +$4.05K | 0.03% | 142 |
|
|
2021
Q4 | $401K | Sell |
2,592
-588
| -18% | -$95K | 0.04% | 121 |
|
|
2021
Q3 | $538K | Buy |
3,180
+171
| +6% | +$30.5K | 0.06% | 96 |
|
|
2021
Q2 | $537K | Buy |
3,009
+346
| +13% | +$62.2K | 0.06% | 96 |
|
|
2021
Q1 | $491K | Buy |
2,663
+105
| +4% | +$19.4K | 0.07% | 89 |
|
|
2020
Q4 | $458K | Buy |
2,558
+141
| +6% | +$20.2K | 0.07% | 92 |
|
|
2020
Q3 | $300K | Buy |
2,417
+101
| +4% | +$12.6K | 0.06% | 98 |
|
|
2020
Q2 | $258K | Sell |
2,316
-169
| -7% | -$18.7K | 0.05% | 99 |
|
|
2020
Q1 | $240K | Buy |
2,485
+683
| +38% | +$86.4K | 0.06% | 87 |
|
|
2019
Q4 | $261K | Buy |
1,802
+28
| +2% | +$3.91K | 0.06% | 67 |
|
|
2019
Q3 | $231K | Buy |
1,774
+52
| +3% | +$7.19K | 0.06% | 68 |
|
|
2019
Q2 | $241K | Buy |
+1,722
| New | +$228K | 0.07% | 64 |
|
|
2018
Q4 | – | Sell |
-1,190
| Closed | -$140K | – | 185 |
|
|
2018
Q3 | $140K | Buy |
1,190
+32
| +3% | +$3.56K | 0.05% | 86 |
|
|
2018
Q2 | $121K | Sell |
1,158
-242
| -17% | -$24.7K | 0.05% | 88 |
|
|
2018
Q1 | $141K | Buy |
+1,400
| New | +$149K | 0.06% | 81 |
|
Other funds holding DIS
McAdam LLC's DIS Position: Q2 2026 in Review
McAdam LLC increased its Walt Disney (DIS) stake by 21% in Q2 2026, buying an estimated $112K and bringing the position to 6,233 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #243.
McAdam LLC first reported a position in DIS in Q1 2018 and has held it in 32 quarters since. The position peaked at $638K in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- McAdam LLC held 6,233 shares of Walt Disney worth $600K as of Q2 2026.
- McAdam LLC bought 1,102 Walt Disney shares in Q2 2026, an estimated $112K.
- Walt Disney made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #243 holding.
- McAdam LLC first reported a position in Walt Disney in Q1 2018 and has held it in 32 quarters since.
- McAdam LLC's Walt Disney position peaked at $638K in Q1 2024.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.