Pinnacle Associates’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 | $10.6M | Sell |
110,340
-5,464
| -5% | -$577K | 0.14% | 158 |
|
|
2025
Q4 | $13.2M | Sell |
115,804
-11,350
| -9% | -$1.25M | 0.17% | 130 |
|
|
2025
Q3 | $14.6M | Sell |
127,154
-4,597
| -3% | -$541K | 0.19% | 118 |
|
|
2025
Q2 | $16.3M | Sell |
131,751
-7,158
| -5% | -$744K | 0.24% | 97 |
|
|
2025
Q1 | $13.7M | Buy |
138,909
+2,890
| +2% | +$311K | 0.2% | 112 |
|
|
2024
Q4 | $15.1M | Sell |
136,019
-36,777
| -21% | -$3.86M | 0.21% | 105 |
|
|
2024
Q3 | $15.6M | Sell |
172,796
-921
| -0.5% | -$84.7K | 0.27% | 108 |
|
|
2024
Q2 | $17.2M | Buy |
173,717
+6,128
| +4% | +$660K | 0.27% | 99 |
|
|
2024
Q1 | $20.5M | Sell |
167,589
-5,207
| -3% | -$544K | 0.32% | 83 |
|
|
2023
Q4 | $15.6M | Sell |
172,796
-16,332
| -9% | -$1.44M | 0.26% | 109 |
|
|
2023
Q3 | $15.3M | Sell |
189,128
-12,023
| -6% | -$1.03M | 0.28% | 102 |
|
|
2023
Q2 | $18M | Sell |
201,151
-4,249
| -2% | -$403K | 0.31% | 90 |
|
|
2023
Q1 | $20.6M | Sell |
205,400
-1,750
| -0.8% | -$176K | 0.42% | 63 |
|
|
2022
Q4 | $18M | Sell |
207,150
-16,291
| -7% | -$1.56M | 0.39% | 72 |
|
|
2022
Q3 | $21.1M | Sell |
223,441
-3,691
| -2% | -$395K | 0.48% | 51 |
|
|
2022
Q2 | $21.4M | Sell |
227,132
-3,735
| -2% | -$415K | 0.47% | 57 |
|
|
2022
Q1 | $31.7M | Buy |
230,867
+11,738
| +5% | +$1.7M | 0.56% | 46 |
|
|
2021
Q4 | $33.9M | Buy |
219,129
+62,606
| +40% | +$10.1M | 0.59% | 43 |
|
|
2021
Q3 | $26.5M | Buy |
156,523
+4,089
| +3% | +$729K | 0.49% | 50 |
|
|
2021
Q2 | $26.8M | Buy |
152,434
+1,248
| +0.8% | +$224K | 0.48% | 56 |
|
|
2021
Q1 | $27.9M | Buy |
151,186
+873
| +0.6% | +$161K | 0.53% | 52 |
|
|
2020
Q4 | $27.2M | Sell |
150,313
-16,389
| -10% | -$2.35M | 0.55% | 52 |
|
|
2020
Q3 | $20.7M | Sell |
166,702
-2,923
| -2% | -$365K | 0.49% | 55 |
|
|
2020
Q2 | $18.9M | Buy |
169,625
+8,770
| +5% | +$968K | 0.47% | 60 |
|
|
2020
Q1 | $15.5M | Buy |
160,855
+56,621
| +54% | +$7.16M | 0.47% | 61 |
|
|
2019
Q4 | $15.1M | Buy |
104,234
+891
| +0.9% | +$124K | 0.33% | 88 |
|
|
2019
Q3 | $13.5M | Buy |
103,343
+423
| +0.4% | +$58.5K | 0.32% | 87 |
|
|
2019
Q2 | $14.4M | Buy |
102,920
+689
| +0.7% | +$91.4K | 0.34% | 81 |
|
|
2019
Q1 | $11.4M | Sell |
102,231
-2,681
| -3% | -$300K | 0.26% | 109 |
|
|
2018
Q4 | $11.5M | Buy |
104,912
+8,241
| +9% | +$937K | 0.3% | 97 |
|
|
2018
Q3 | $11.3M | Buy |
96,671
+60
| +0.1% | +$6.68K | 0.23% | 117 |
|
|
2018
Q2 | $10.1M | Sell |
96,611
-12,991
| -12% | -$1.33M | 0.21% | 130 |
|
|
2018
Q1 | $11M | Sell |
109,602
-4,057
| -4% | -$431K | 0.22% | 125 |
|
|
2017
Q4 | $12.2M | Sell |
113,659
-2,799
| -2% | -$288K | 0.23% | 111 |
|
|
2017
Q3 | $11.5M | Sell |
116,458
-5,603
| -5% | -$576K | 0.21% | 115 |
|
|
2017
Q2 | $13M | Buy |
122,061
+1,551
| +1% | +$170K | 0.25% | 106 |
|
|
2017
Q1 | $13.7M | Buy |
120,510
+160
| +0.1% | +$17.6K | 0.26% | 104 |
|
|
2016
Q4 | $12.5M | Buy |
120,350
+255
| +0.2% | +$24.9K | 0.25% | 108 |
|
|
2016
Q3 | $11.2M | Buy |
120,095
+1,262
| +1% | +$121K | 0.22% | 114 |
|
|
2016
Q2 | $11.6M | Buy |
118,833
+8,414
| +8% | +$841K | 0.25% | 112 |
|
|
2016
Q1 | $11M | Buy |
110,419
+13,783
| +14% | +$1.33M | 0.23% | 112 |
|
|
2015
Q4 | $10.2M | Buy |
96,636
+2,327
| +2% | +$259K | 0.21% | 119 |
|
|
2015
Q3 | $9.64M | Buy |
94,309
+35,592
| +61% | +$3.88M | 0.21% | 116 |
|
|
2015
Q2 | $6.7M | Sell |
58,717
-3,400
| -5% | -$373K | 0.12% | 169 |
|
|
2015
Q1 | $6.52M | Sell |
62,117
-1,968
| -3% | -$199K | 0.12% | 171 |
|
|
2014
Q4 | $6.04M | Buy |
64,085
+16,407
| +34% | +$1.48M | 0.12% | 171 |
|
|
2014
Q3 | $4.25M | Sell |
47,678
-130
| -0.3% | -$11.5K | 0.09% | 207 |
|
|
2014
Q2 | $4.1M | Sell |
47,808
-197
| -0.4% | -$16.1K | 0.08% | 207 |
|
|
2014
Q1 | $3.84M | Buy |
48,005
+2,902
| +6% | +$225K | 0.08% | 204 |
|
|
2013
Q4 | $3.45M | Buy |
45,103
+7,742
| +21% | +$536K | 0.07% | 220 |
|
|
2013
Q3 | $2.41M | Buy |
37,361
+358
| +1% | +$22.9K | 0.05% | 257 |
|
|
2013
Q2 | $2.34M | Buy |
+37,003
| New | +$2.34M | 0.05% | 254 |
|
Other funds holding DIS
VCM
VPM
Pinnacle Associates's DIS Position: Q1 2026 in Review
Pinnacle Associates reduced its Walt Disney (DIS) stake by 4.7% in Q1 2026, selling an estimated $577K and leaving 110,340 shares worth $10.6M. The position accounts for 0.14% of the portfolio, ranked #158.
Pinnacle Associates first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.9M in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Pinnacle Associates held 110,340 shares of Walt Disney worth $10.6M as of Q1 2026.
- Pinnacle Associates sold 5,464 Walt Disney shares in Q1 2026, an estimated $577K.
- Walt Disney made up 0.14% of Pinnacle Associates's portfolio in Q1 2026, its #158 holding.
- Pinnacle Associates first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Associates's Walt Disney position peaked at $33.9M in Q4 2021.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.