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McAdam LLC’s Walt Disney DIS Stock Holding History

McAdam LLC’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
2021
Q3 		– Sell
-200
Closed -$10K – 180
2021
Q2 		$10K Hold
200
– – ﹤0.01% 177
2021
Q1 		$12K Hold
200
– – ﹤0.01% 161
2020
Q4 		$11K Hold
200
– – ﹤0.01% 162
2020
Q3 		$3K Hold
200
– – ﹤0.01% 144
2020
Q2 		$2K Hold
200
– – ﹤0.01% 126
2020
Q1 		$2K Buy
+200
New +$25.3K ﹤0.01% 107

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

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. 2,933 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.
  • 2,933 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.