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Meadow Creek Wealth Advisors’s Walt Disney DIS Stock Holding History

Meadow Creek Wealth 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 		– Sell
-3,248
Closed -$313K – 144
2026
Q1 		$313K Buy
3,248
+130
+4% +$13.7K 0.2% 104
2025
Q4 		$355K Hold
3,118
– – 0.23% 85
2025
Q3 		$343K Buy
3,118
+237
+8% +$27.9K 0.23% 95
2025
Q2 		$357K Buy
2,881
+479
+20% +$49.8K 0.24% 89
2025
Q1 		$237K Buy
2,402
+48
+2% +$5.16K 0.18% 119
2024
Q4 		$262K Buy
2,354
+25
+1% +$2.63K 0.19% 106
2024
Q3 		$224K Buy
+2,329
New +$214K 0.18% 124
2024
Q2 		– Sell
-9,682
Closed -$1.18M – 124
2024
Q1 		$1.18M Buy
+9,682
New +$1.01M 0.82% 31

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

Meadow Creek Wealth Advisors's DIS Position: Q2 2026 in Review

Meadow Creek Wealth Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 3,248 shares — an estimated $313K sold.

Meadow Creek Wealth Advisors first reported a position in DIS in Q1 2024 and held it in 8 quarters. The position peaked at $1.18M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Meadow Creek Wealth Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Meadow Creek Wealth Advisors sold 3,248 Walt Disney shares in Q2 2026, an estimated $313K.
  • Meadow Creek Wealth Advisors first reported a position in Walt Disney in Q1 2024 and held it in 8 quarters.
  • Meadow Creek Wealth Advisors's Walt Disney position peaked at $1.18M in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.