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McLean Asset Management’s Walt Disney DIS Stock Holding History

McLean Asset Management’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 		$455K Buy
4,725
+1,842
+64% +$188K 0.06% 109
2026
Q1 		$278K Sell
2,883
-161
-5% -$17K 0.05% 139
2025
Q4 		$346K Sell
3,044
-68
-2% -$7.49K 0.06% 118
2025
Q3 		$351K Buy
3,112
+11
+0.4% +$1.3K 0.07% 114
2025
Q2 		$381K Buy
3,101
+193
+7% +$20.1K 0.1% 102
2025
Q1 		$238K Sell
2,908
-33
-1% -$3.55K 0.08% 134
2024
Q4 		$327K Buy
2,941
+111
+4% +$11.7K 0.1% 104
2024
Q3 		$269K Sell
2,830
-302
-10% -$27.8K 0.08% 128
2024
Q2 		$304K Sell
3,132
-5
-0.2% -$538 0.1% 106
2024
Q1 		$370K Buy
3,137
+96
+3% +$10K 0.13% 85
2023
Q4 		$276K Sell
3,041
-122
-4% -$10.8K 0.1% 106
2023
Q3 		$269K Sell
3,163
-112
-3% -$9.56K 0.11% 102
2023
Q2 		$292K Sell
3,275
-195
-6% -$18.5K 0.11% 97
2023
Q1 		$347K Sell
3,470
-97
-3% -$9.78K 0.14% 86
2022
Q4 		$310K Sell
3,567
-30
-0.8% -$2.87K 0.11% 93
2022
Q3 		$350K Sell
3,597
-172
-5% -$18.4K 0.13% 79
2022
Q2 		$362K Sell
3,769
-197
-5% -$21.9K 0.14% 74
2022
Q1 		$544K Sell
3,966
-93
-2% -$13.4K 0.4% 46
2021
Q4 		$641K Sell
4,059
-1,062
-21% -$172K 0.25% 44
2021
Q3 		$881K Buy
5,121
+126
+3% +$22.5K 0.34% 35
2021
Q2 		$896K Sell
4,995
-4
-0.1% -$719 0.4% 30
2021
Q1 		$923K Buy
4,999
+71
+1% +$13.1K 0.73% 24
2020
Q4 		$893K Buy
+4,928
New +$707K 0.79% 21

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

McLean Asset Management's DIS Position: Q2 2026 in Review

McLean Asset Management increased its Walt Disney (DIS) stake by 64% in Q2 2026, buying an estimated $188K and bringing the position to 4,725 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #109.

McLean Asset Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $923K in Q1 2021. 2,938 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • McLean Asset Management held 4,725 shares of Walt Disney worth $455K as of Q2 2026.
  • McLean Asset Management bought 1,842 Walt Disney shares in Q2 2026, an estimated $188K.
  • Walt Disney made up 0.06% of McLean Asset Management's portfolio in Q2 2026, its #109 holding.
  • McLean Asset Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • McLean Asset Management's Walt Disney position peaked at $923K in Q1 2021.
  • 2,938 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.