MONECO Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
12,035
+1,958
+19% +$200K 0.07% 242
2026
Q1
$971K Sell
10,077
-260
-3% -$27.5K 0.08% 219
2025
Q4
$1.18M Buy
10,337
+136
+1% +$15K 0.09% 187
2025
Q3
$1.17M Buy
10,201
+140
+1% +$16.5K 0.1% 183
2025
Q2
$1.25M Sell
10,061
-4,433
-31% -$461K 0.12% 172
2025
Q1
$1.43M Sell
14,494
-886
-6% -$95.2K 0.15% 144
2024
Q4
$1.71M Sell
15,380
-2,359
-13% -$248K 0.18% 121
2024
Q3
$1.71M Buy
17,739
+1,237
+7% +$114K 0.21% 116
2024
Q2
$1.64M Sell
16,502
-4,018
-20% -$433K 0.24% 105
2024
Q1
$2.51M Buy
20,520
+149
+0.7% +$15.6K 0.4% 67
2023
Q4
$1.84M Buy
20,371
+3,669
+22% +$323K 0.35% 72
2023
Q3
$1.35M Buy
16,702
+4,048
+32% +$346K 0.37% 70
2023
Q2
$1.13M Buy
12,654
+903
+8% +$85.5K 0.31% 85
2023
Q1
$1.18M Buy
11,751
+1,694
+17% +$171K 0.35% 71
2022
Q4
$874K Buy
10,057
+501
+5% +$47.9K 0.32% 83
2022
Q3
$901K Sell
9,556
-487
-5% -$52.1K 0.36% 68
2022
Q2
$948K Buy
10,043
+1,844
+22% +$205K 0.37% 72
2022
Q1
$1.13M Buy
8,199
+714
+10% +$103K 0.41% 54
2021
Q4
$1.05M Buy
7,485
+288
+4% +$46.5K 0.39% 61
2021
Q3
$1.22M Buy
7,197
+2,202
+44% +$392K 0.48% 50
2021
Q2
$878K Buy
4,995
+550
+12% +$98.9K 0.4% 62
2021
Q1
$820K Buy
4,445
+2
+0% +$369 0.4% 63
2020
Q4
$783K Buy
4,443
+330
+8% +$47.4K 0.43% 56
2020
Q3
$510K Buy
4,113
+244
+6% +$30.5K 0.33% 71
2020
Q2
$431K Buy
3,869
+45
+1% +$4.97K 0.34% 71
2020
Q1
$369K Buy
3,824
+471
+14% +$59.5K 0.38% 67
2019
Q4
$484K Buy
3,353
+7
+0.2% +$977 0.34% 65
2019
Q3
$436K Buy
3,346
+94
+3% +$13K 0.34% 66
2019
Q2
$454K Sell
3,252
-78
-2% -$10.3K 0.37% 62
2019
Q1
$370K Sell
3,330
-586
-15% -$65.5K 0.3% 82
2018
Q4
$429K Buy
+3,916
New +$445K 0.5% 45

Other funds holding DIS

MONECO Advisors's DIS Position: Q2 2026 in Review

MONECO Advisors increased its Walt Disney (DIS) stake by 19% in Q2 2026, buying an estimated $200K and bringing the position to 12,035 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #242.

MONECO Advisors first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.51M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • MONECO Advisors held 12,035 shares of Walt Disney worth $1.16M as of Q2 2026.
  • MONECO Advisors bought 1,958 Walt Disney shares in Q2 2026, an estimated $200K.
  • Walt Disney made up 0.07% of MONECO Advisors's portfolio in Q2 2026, its #242 holding.
  • MONECO Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
  • MONECO Advisors's Walt Disney position peaked at $2.51M in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.