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Resonant Capital Advisors’s Walt Disney DIS Stock Holding History

Resonant 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 		$2.75M Sell
28,319
-75
-0.3% -$7.65K 0.13% 109
2026
Q1 		$2.74M Buy
28,394
+969
+4% +$102K 0.14% 103
2025
Q4 		$3.14M Sell
27,425
-920
-3% -$101K 0.17% 98
2025
Q3 		$3.25M Buy
28,345
+151
+0.5% +$17.8K 0.19% 90
2025
Q2 		$3.51M Buy
28,194
+2,075
+8% +$216K 0.22% 84
2025
Q1 		$2.58M Buy
26,119
+113
+0.4% +$12.1K 0.18% 94
2024
Q4 		$2.91M Buy
26,006
+622
+2% +$65.3K 0.21% 87
2024
Q3 		$2.44M Sell
25,384
-1,179
-4% -$108K 0.18% 96
2024
Q2 		$2.64M Buy
26,563
+102
+0.4% +$11K 0.21% 86
2024
Q1 		$3.24M Buy
26,461
+4,238
+19% +$443K 0.28% 80
2023
Q4 		$2.01M Buy
22,223
+420
+2% +$37K 0.19% 101
2023
Q3 		$1.77M Buy
21,803
+18,241
+512% +$1.56M 0.19% 101
2023
Q2 		$318K Sell
3,562
-283
-7% -$26.8K 0.03% 204
2023
Q1 		$385K Sell
3,845
-1,157
-23% -$117K 0.04% 179
2022
Q4 		$435K Sell
5,002
-14,944
-75% -$1.43M 0.05% 180
2022
Q3 		$1.88M Buy
19,946
+118
+0.6% +$12.6K 0.29% 85
2022
Q2 		$1.87M Buy
19,828
+756
+4% +$83.9K 0.29% 86
2022
Q1 		$2.61M Buy
19,072
+1,913
+11% +$277K 0.39% 66
2021
Q4 		$2.66M Buy
17,159
+2,010
+13% +$325K 0.4% 60
2021
Q3 		$2.56M Buy
15,149
+1,355
+10% +$242K 0.45% 54
2021
Q2 		$2.42M Buy
13,794
+34
+0.2% +$6.12K 0.47% 46
2021
Q1 		$2.54M Buy
13,760
+833
+6% +$154K 0.52% 35
2020
Q4 		$2.34M Buy
12,927
+335
+3% +$48.1K 0.55% 34
2020
Q3 		$1.56M Buy
12,592
+98
+0.8% +$12.3K 0.45% 46
2020
Q2 		$1.39M Sell
12,494
-4,209
-25% -$465K 0.4% 55
2020
Q1 		$1.61M Buy
16,703
+2,218
+15% +$280K 0.59% 53
2019
Q4 		$2.1M Buy
+14,485
New +$2.02M 0.66% 41

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Resonant Capital Advisors reduced its Walt Disney (DIS) stake by 0.26% in Q2 2026, selling an estimated $7.65K and leaving 28,319 shares worth $2.75M. The position accounts for 0.13% of the portfolio, ranked #109.

Resonant Capital Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.51M in Q2 2025. 1,375 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Resonant Capital Advisors held 28,319 shares of Walt Disney worth $2.75M as of Q2 2026.
  • Resonant Capital Advisors sold 75 Walt Disney shares in Q2 2026, an estimated $7.65K.
  • Walt Disney made up 0.13% of Resonant Capital Advisors's portfolio in Q2 2026, its #109 holding.
  • Resonant Capital Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's Walt Disney position peaked at $3.51M in Q2 2025.
  • 1,375 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.