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Peddock Capital Advisors’s Walt Disney DIS Stock Holding History

Peddock Capital 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 		$545K Hold
5,659
– – 0.11% 108
2026
Q1 		$545K Buy
5,659
+301
+6% +$31.8K 0.12% 106
2025
Q4 		$610K Buy
5,358
+61
+1% +$6.72K 0.13% 98
2025
Q3 		$607K Buy
5,297
+18
+0.3% +$2.12K 0.13% 98
2025
Q2 		$655K Sell
5,279
-841
-14% -$87.4K 0.15% 95
2025
Q1 		$604K Hold
6,120
– – 0.15% 96
2024
Q4 		$681K Sell
6,120
-114
-2% -$12K 0.16% 90
2024
Q3 		$600K Buy
6,234
+1
+0% +$92 0.14% 101
2024
Q2 		$619K Hold
6,233
– – 0.16% 93
2024
Q1 		$763K Sell
6,233
-20
-0.3% -$2.09K 0.2% 88
2023
Q4 		$565K Sell
6,253
-734
-11% -$64.7K 0.17% 97
2023
Q3 		$566K Sell
6,987
-1,250
-15% -$107K 0.19% 89
2023
Q2 		$735K Sell
8,237
-513
-6% -$48.6K 0.24% 82
2023
Q1 		$876K Sell
8,750
-186
-2% -$18.8K 0.3% 74
2022
Q4 		$776K Sell
8,936
-1,799
-17% -$172K 0.3% 75
2022
Q3 		$1.01M Sell
10,735
-2,230
-17% -$239K 0.42% 65
2022
Q2 		$1.22M Sell
12,965
-3,491
-21% -$387K 0.48% 63
2022
Q1 		$2.26M Buy
16,456
+844
+5% +$122K 0.73% 34
2021
Q4 		$2.42M Sell
15,612
-229
-1% -$37K 0.8% 28
2021
Q3 		$2.68M Buy
15,841
+187
+1% +$33.3K 0.95% 24
2021
Q2 		$2.75M Buy
15,654
+169
+1% +$30.4K 0.96% 25
2021
Q1 		$2.86M Buy
15,485
+1,533
+11% +$283K 1.09% 22
2020
Q4 		$2.53M Buy
13,952
+315
+2% +$45.2K 1.32% 16
2020
Q3 		$1.69M Buy
13,637
+42
+0.3% +$5.25K 1.04% 28
2020
Q2 		$1.52M Buy
13,595
+433
+3% +$47.8K 0.96% 26
2020
Q1 		$1.27M Buy
13,162
+793
+6% +$100K 0.95% 26
2019
Q4 		$1.79M Buy
12,369
+5
+0% +$698 0.92% 21
2019
Q3 		$1.61M Sell
12,364
-613
-5% -$84.8K 0.89% 23
2019
Q2 		$1.81M Buy
12,977
+59
+0.5% +$7.83K 0.97% 21
2019
Q1 		$1.43M Buy
12,918
+4,045
+46% +$452K 0.78% 23
2018
Q4 		$973K Buy
8,873
+2,683
+43% +$305K 0.58% 36
2018
Q3 		$724K Hold
6,190
– – 0.35% 58
2018
Q2 		$649K Hold
6,190
– – 0.32% 63
2018
Q1 		$622K Sell
6,190
-512
-8% -$54.4K 0.33% 63
2017
Q4 		$721K Hold
6,702
– – 0.36% 63
2017
Q3 		$661K Hold
6,702
– – 0.34% 65
2017
Q2 		$712K Hold
6,702
– – 0.38% 58
2017
Q1 		$760K Hold
6,702
– – 0.44% 50
2016
Q4 		$698K Buy
6,702
+928
+16% +$90.5K 0.41% 46
2016
Q3 		$536K Hold
5,774
– – 0.33% 52
2016
Q2 		$565K Sell
5,774
-185
-3% -$18.5K 0.36% 48
2016
Q1 		$592K Sell
5,959
-37
-0.6% -$3.57K 0.45% 45
2015
Q4 		$630K Buy
5,996
+294
+5% +$32.8K 0.48% 46
2015
Q3 		$583K Buy
5,702
+16
+0.3% +$1.74K 0.53% 47
2015
Q2 		$649K Hold
5,686
– – 0.53% 47
2015
Q1 		$596K Hold
5,686
– – 0.49% 56
2014
Q4 		$536K Hold
5,686
– – 0.43% 60
2014
Q3 		$506K Hold
5,686
– – 0.41% 55
2014
Q2 		$488K Hold
5,686
– – 0.37% 57
2014
Q1 		$455K Hold
5,686
– – 0.36% 61
2013
Q4 		$434K Buy
+5,686
New +$394K 0.34% 59

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

Peddock Capital Advisors's DIS Position: Q2 2026 in Review

Peddock Capital Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 5,659 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #108.

Peddock Capital Advisors first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.86M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Peddock Capital Advisors held 5,659 shares of Walt Disney worth $545K as of Q2 2026.
  • Peddock Capital Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.11% of Peddock Capital Advisors's portfolio in Q2 2026, its #108 holding.
  • Peddock Capital Advisors first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
  • Peddock Capital Advisors's Walt Disney position peaked at $2.86M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.