WWA
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WCG Wealth Advisors’s Walt Disney DIS Stock Holding History

WCG Wealth 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 		$6.71M Buy
69,711
+3,022
+5% +$308K 0.16% 130
2026
Q1 		$6.43M Buy
66,689
+3,288
+5% +$348K 0.18% 125
2025
Q4 		$7.21M Buy
63,401
+29,857
+89% +$3.29M 0.2% 112
2025
Q3 		$3.84M Sell
33,544
-2,091
-6% -$246K 0.24% 100
2025
Q2 		$4.42M Buy
35,635
+1,198
+3% +$124K 0.29% 91
2025
Q1 		$3.4M Sell
34,437
-2,208
-6% -$237K 0.26% 97
2024
Q4 		$4.08M Buy
36,645
+2,611
+8% +$274K 0.27% 100
2024
Q3 		$3.27M Sell
34,034
-982
-3% -$90.4K 0.22% 112
2024
Q2 		$3.48M Buy
35,016
+4,776
+16% +$514K 0.26% 90
2024
Q1 		$3.7M Sell
30,240
-9,685
-24% -$1.01M 0.31% 75
2023
Q4 		$3.6M Buy
39,925
+2,601
+7% +$229K 0.26% 89
2023
Q3 		$3.09M Buy
37,324
+9,047
+32% +$773K 0.23% 97
2023
Q2 		$2.53M Buy
28,277
+2,120
+8% +$201K 0.3% 68
2023
Q1 		$2.62M Buy
26,157
+114
+0.4% +$11.5K 0.34% 65
2022
Q4 		$2.26M Buy
26,043
+874
+3% +$83.6K 0.31% 66
2022
Q3 		$2.56M Buy
25,169
+9,927
+65% +$1.06M 0.34% 65
2022
Q2 		$1.44M Buy
+15,242
New +$1.69M 0.2% 91

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's DIS Position: Q2 2026 in Review

WCG Wealth Advisors increased its Walt Disney (DIS) stake by 4.5% in Q2 2026, buying an estimated $308K and bringing the position to 69,711 shares worth $6.71M. The position accounts for 0.16% of the portfolio, ranked #130.

WCG Wealth Advisors first reported a position in DIS in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.21M in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • WCG Wealth Advisors held 69,711 shares of Walt Disney worth $6.71M as of Q2 2026.
  • WCG Wealth Advisors bought 3,022 Walt Disney shares in Q2 2026, an estimated $308K.
  • Walt Disney made up 0.16% of WCG Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • WCG Wealth Advisors first reported a position in Walt Disney in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Walt Disney position peaked at $7.21M in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.