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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
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

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Silvia McColl Wealth Management's DIS Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 3,750 shares worth $361K. The position accounts for 0.22% of the portfolio, ranked #86.

Silvia McColl Wealth Management first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $470K in Q2 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Silvia McColl Wealth Management held 3,750 shares of Walt Disney worth $361K as of Q2 2026.
  • Silvia McColl Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.22% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Silvia McColl Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Silvia McColl Wealth Management's Walt Disney position peaked at $470K in Q2 2025.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.