MFA
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McClarren Financial Advisors’s Walt Disney DIS Stock Holding History

McClarren Financial 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 		$355K Sell
3,685
-361
-9% -$36.8K 0.18% 62
2026
Q1 		$390K Buy
4,046
+3,155
+354% +$333K 0.23% 54
2025
Q4 		$460K Sell
891
-2,942
-77% -$324K 0.27% 48
2025
Q3 		$463K Buy
3,833
+19
+0.5% +$2.24K 0.28% 48
2025
Q2 		$473K Buy
3,814
+5
+0.1% +$520 0.31% 47
2025
Q1 		$382K Buy
+3,809
New +$409K 0.25% 52
2024
Q4 		– Sell
-3,705
Closed -$747 – 230
2024
Q3 		$747 Buy
3,705
+3,110
+523% +$286K 0.09% 44
2024
Q2 		$377K Sell
595
-3,212
-84% -$346K 0.26% 51
2024
Q1 		$466K Buy
3,807
+13
+0.3% +$1.36K 0.33% 47
2023
Q4 		$343K Hold
3,794
– – 0.26% 54
2023
Q3 		$307K Hold
3,794
– – 0.27% 54
2023
Q2 		$338K Buy
3,794
+3
+0.1% +$284 0.28% 54
2023
Q1 		$377K Sell
3,791
-2
-0.1% -$202 0.34% 48
2022
Q4 		$329K Buy
3,793
+8
+0.2% +$765 0.31% 50
2022
Q3 		$357K Buy
+3,785
New +$405K 0.36% 49
2022
Q2 		– Sell
-842
Closed -$115K – 85
2022
Q1 		$115K Sell
842
-1
-0.1% -$145 0.08% 81
2021
Q4 		$131K Buy
843
+2
+0.2% +$323 0.09% 81
2021
Q3 		$142K Hold
841
– – 0.11% 67
2021
Q2 		$147K Sell
841
-13
-2% -$2.34K 0.12% 62
2021
Q1 		$158K Hold
854
– – 0.14% 60
2020
Q4 		$154K Buy
+854
New +$123K 0.15% 56

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

McClarren Financial Advisors's DIS Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Walt Disney (DIS) stake by 8.9% in Q2 2026, selling an estimated $36.8K and leaving 3,685 shares worth $355K. The position accounts for 0.18% of the portfolio, ranked #62.

McClarren Financial Advisors first reported a position in DIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $473K in Q2 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • McClarren Financial Advisors held 3,685 shares of Walt Disney worth $355K as of Q2 2026.
  • McClarren Financial Advisors sold 361 Walt Disney shares in Q2 2026, an estimated $36.8K.
  • Walt Disney made up 0.18% of McClarren Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • McClarren Financial Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 21 quarters since.
  • McClarren Financial Advisors's Walt Disney position peaked at $473K in Q2 2025.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.