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Silvia McColl Wealth Management’s Walt Disney DIS Stock Holding History

Silvia McColl Wealth Management’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
Q3 		$347K Sell
3,307
-443
-12% -$45.4K 0.21% 86
2026
Q2 		$361K Hold
3,750
– – 0.22% 86
2026
Q1 		$361K Sell
3,750
-43
-1% -$4.54K 0.24% 85
2025
Q4 		$432K Hold
3,793
– – 0.29% 78
2025
Q3 		$434K Hold
3,793
– – 0.29% 74
2025
Q2 		$470K Buy
3,793
+25
+0.7% +$2.6K 0.34% 71
2025
Q1 		$372K Hold
3,768
– – 0.28% 77
2024
Q4 		$420K Sell
3,768
-13
-0.3% -$1.37K 0.31% 72
2024
Q3 		$364K Hold
3,781
– – 0.27% 77
2024
Q2 		$375K Hold
3,781
– – 0.31% 69
2024
Q1 		$443K Buy
3,781
+205
+6% +$21.4K 0.38% 63
2023
Q4 		$323K Sell
3,576
-250
-7% -$22K 0.29% 74
2023
Q3 		$310K Sell
3,826
-214
-5% -$18.3K 0.31% 72
2023
Q2 		$361K Buy
4,040
+164
+4% +$15.5K 0.33% 68
2023
Q1 		$388K Sell
3,876
-25
-0.6% -$2.52K 0.38% 65
2022
Q4 		$339K Buy
+3,901
New +$373K 0.33% 73

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Silvia McColl Wealth Management's DIS Position: Q3 2026 in Review

Silvia McColl Wealth Management reduced its Walt Disney (DIS) stake by 12% in Q3 2026, selling an estimated $45.4K and leaving 3,307 shares worth $347K. The position accounts for 0.21% of the portfolio, ranked #86.

Silvia McColl Wealth Management first reported a position in DIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $470K in Q2 2025. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Silvia McColl Wealth Management held 3,307 shares of Walt Disney worth $347K as of Q3 2026.
  • Silvia McColl Wealth Management sold 443 Walt Disney shares in Q3 2026, an estimated $45.4K.
  • Walt Disney made up 0.21% of Silvia McColl Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Silvia McColl Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 16 quarters since.
  • Silvia McColl Wealth Management's Walt Disney position peaked at $470K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.