Mount Yale Investment 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
Q1 | $11.9M | Buy |
123,815
+110,652
| +841% | +$11.7M | 0.28% | 80 |
|
|
2025
Q4 | $1.51M | Sell |
13,163
-28,901
| -69% | -$3.18M | 0.07% | 239 |
|
|
2025
Q3 | $4.82M | Sell |
42,064
-14,259
| -25% | -$1.68M | 0.34% | 64 |
|
|
2025
Q2 | $6.98M | Buy |
56,323
+8,164
| +17% | +$848K | 0.54% | 28 |
|
|
2025
Q1 | $4.75M | Sell |
48,159
-80
| -0.2% | -$8.6K | 0.41% | 39 |
|
|
2024
Q4 | $5.37M | Buy |
48,239
+13,446
| +39% | +$1.41M | 0.43% | 35 |
|
|
2024
Q3 | $3.35M | Sell |
34,793
-8,940
| -20% | -$823K | 0.32% | 74 |
|
|
2024
Q2 | $4.34M | Sell |
43,733
-3,333
| -7% | -$359K | 0.34% | 61 |
|
|
2024
Q1 | $5.76M | Buy |
47,066
+13,290
| +39% | +$1.39M | 0.44% | 45 |
|
|
2023
Q4 | $3.05M | Buy |
33,776
+1,757
| +5% | +$155K | 0.29% | 83 |
|
|
2023
Q3 | $2.6M | Buy |
32,019
+186
| +0.6% | +$15.9K | 0.28% | 79 |
|
|
2023
Q2 | $2.84M | Sell |
31,833
-4,973
| -14% | -$471K | 0.3% | 75 |
|
|
2023
Q1 | $3.69M | Buy |
36,806
+8,076
| +28% | +$814K | 0.41% | 57 |
|
|
2022
Q4 | $2.5M | Sell |
28,730
-11,139
| -28% | -$1.07M | 0.28% | 86 |
|
|
2022
Q3 | $3.76M | Buy |
39,869
+394
| +1% | +$42.2K | 0.5% | 45 |
|
|
2022
Q2 | $3.73M | Buy |
39,475
+1,810
| +5% | +$201K | 0.47% | 50 |
|
|
2022
Q1 | $5.17M | Buy |
37,665
+3,458
| +10% | +$500K | 0.56% | 40 |
|
|
2021
Q4 | $5.3M | Buy |
34,207
+4,588
| +15% | +$741K | 0.55% | 41 |
|
|
2021
Q3 | $5.01M | Buy |
29,619
+14,140
| +91% | +$2.52M | 0.58% | 41 |
|
|
2021
Q2 | $2.72M | Sell |
15,479
-194
| -1% | -$34.9K | 0.33% | 76 |
|
|
2021
Q1 | $2.89M | Sell |
15,673
-2,979
| -16% | -$549K | 0.38% | 68 |
|
|
2020
Q4 | $3.38M | Sell |
18,652
-5,226
| -22% | -$750K | 0.47% | 54 |
|
|
2020
Q3 | $2.96M | Sell |
23,878
-4,898
| -17% | -$612K | 0.42% | 57 |
|
|
2020
Q2 | $3.21M | Sell |
28,776
-1,719
| -6% | -$190K | 0.57% | 46 |
|
|
2020
Q1 | $2.95M | Buy |
30,495
+2,019
| +7% | +$255K | 0.66% | 36 |
|
|
2019
Q4 | $3.94M | Buy |
28,476
+387
| +1% | +$54K | 0.68% | 34 |
|
|
2019
Q3 | $3.89M | Buy |
28,089
+222
| +0.8% | +$30.7K | 0.7% | 34 |
|
|
2019
Q2 | $3.76M | Buy |
27,867
+818
| +3% | +$108K | 0.69% | 33 |
|
|
2019
Q1 | $3M | Sell |
27,049
-43
| -0.2% | -$4.81K | 0.56% | 41 |
|
|
2018
Q4 | $2.96M | Buy |
27,092
+4,846
| +22% | +$551K | 0.6% | 37 |
|
|
2018
Q3 | $2.6M | Buy |
22,246
+6,434
| +41% | +$716K | 0.45% | 49 |
|
|
2018
Q2 | $1.66M | Buy |
15,812
+6,597
| +72% | +$675K | 0.31% | 78 |
|
|
2018
Q1 | $926K | Buy |
+9,215
| New | +$979K | 0.2% | 111 |
|
Other funds holding DIS
VCM
VPM
Mount Yale Investment Advisors's DIS Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Walt Disney (DIS) stake by 841% in Q1 2026, buying an estimated $11.7M and bringing the position to 123,815 shares worth $11.9M. The position accounts for 0.28% of the portfolio, ranked #80.
Mount Yale Investment Advisors first reported a position in DIS in Q1 2018 and has held it in 33 quarters since. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Mount Yale Investment Advisors held 123,815 shares of Walt Disney worth $11.9M as of Q1 2026.
- Mount Yale Investment Advisors bought 110,652 Walt Disney shares in Q1 2026, an estimated $11.7M.
- Walt Disney made up 0.28% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #80 holding.
- Mount Yale Investment Advisors first reported a position in Walt Disney in Q1 2018 and has held it in 33 quarters since.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.