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McDonald Partners’s Walt Disney DIS Stock Holding History

McDonald Partners’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 		$422K Sell
4,383
-66
-1% -$6.73K 0.1% 166
2026
Q1 		$429K Sell
4,449
-1,477
-25% -$156K 0.1% 152
2025
Q4 		$674K Sell
5,926
-3,553
-37% -$391K 0.21% 109
2025
Q3 		$1.09M Sell
9,479
-7,644
-45% -$900K 0.32% 82
2025
Q2 		$2.13M Sell
17,123
-608
-3% -$63.2K 0.51% 54
2025
Q1 		$1.75M Sell
17,731
-162
-0.9% -$17.4K 0.46% 67
2024
Q4 		$1.99M Sell
17,893
-720
-4% -$75.6K 0.51% 56
2024
Q3 		$1.79M Buy
18,613
+541
+3% +$49.8K 0.45% 68
2024
Q2 		$1.79M Buy
18,072
+97
+0.5% +$10.4K 0.48% 57
2024
Q1 		$2.2M Buy
17,975
+88
+0.5% +$9.19K 0.6% 44
2023
Q4 		$1.62M Sell
17,887
-124
-0.7% -$10.9K 0.48% 61
2023
Q3 		$1.46M Sell
18,011
-1,821
-9% -$156K 0.48% 62
2023
Q2 		$1.77M Sell
19,832
-9,195
-32% -$871K 0.54% 50
2023
Q1 		$2.91M Sell
29,027
-1,846
-6% -$186K 0.94% 28
2022
Q4 		$2.68M Sell
30,873
-1,483
-5% -$142K 0.92% 30
2022
Q3 		$3.05M Sell
32,356
-2,238
-6% -$240K 1.16% 18
2022
Q2 		$3.27M Sell
34,594
-1,452
-4% -$161K 0.83% 28
2022
Q1 		$4.94M Buy
+36,046
New +$5.21M 1.08% 19
2021
Q4 		– Sell
-37,763
Closed -$6.39M – 591
2021
Q3 		$6.39M Buy
37,763
+560
+2% +$99.8K 1.5% 9
2021
Q2 		$6.54M Sell
37,203
-1,505
-4% -$271K 1.55% 8
2021
Q1 		$7.14M Sell
38,708
-447
-1% -$82.4K 1.84% 5
2020
Q4 		$7.09M Buy
+39,155
New +$5.62M 2% 3

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

McDonald Partners's DIS Position: Q2 2026 in Review

McDonald Partners reduced its Walt Disney (DIS) stake by 1.5% in Q2 2026, selling an estimated $6.73K and leaving 4,383 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #166.

McDonald Partners first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.14M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • McDonald Partners held 4,383 shares of Walt Disney worth $422K as of Q2 2026.
  • McDonald Partners sold 66 Walt Disney shares in Q2 2026, an estimated $6.73K.
  • Walt Disney made up 0.1% of McDonald Partners's portfolio in Q2 2026, its #166 holding.
  • McDonald Partners first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Walt Disney position peaked at $7.14M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.