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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WCG Wealth Advisors's DIS Position: Q1 2026 in Review

WCG Wealth Advisors increased its Walt Disney (DIS) stake by 5.2% in Q1 2026, buying an estimated $348K and bringing the position to 66,689 shares worth $6.43M. The position accounts for 0.18% of the portfolio, ranked #125.

WCG Wealth Advisors first reported a position in DIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.21M in Q4 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • WCG Wealth Advisors held 66,689 shares of Walt Disney worth $6.43M as of Q1 2026.
  • WCG Wealth Advisors bought 3,288 Walt Disney shares in Q1 2026, an estimated $348K.
  • Walt Disney made up 0.18% of WCG Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • WCG Wealth Advisors first reported a position in Walt Disney in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Walt Disney position peaked at $7.21M in Q4 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.