MAM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McLean Asset Management's DIS Position: Q1 2026 in Review

McLean Asset Management reduced its Walt Disney (DIS) stake by 5.3% in Q1 2026, selling an estimated $17K and leaving 2,883 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #139.

McLean Asset Management first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $923K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • McLean Asset Management held 2,883 shares of Walt Disney worth $278K as of Q1 2026.
  • McLean Asset Management sold 161 Walt Disney shares in Q1 2026, an estimated $17K.
  • Walt Disney made up 0.05% of McLean Asset Management's portfolio in Q1 2026, its #139 holding.
  • McLean Asset Management first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • McLean Asset Management's Walt Disney position peaked at $923K in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.