WCF
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West Coast Financial’s Walt Disney DIS Stock Holding History

West Coast Financial’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
2025
Q2 		– Sell
-6,099
Closed -$602K – 37
2025
Q1 		$602K Sell
6,099
-92
-1% -$9.89K 0.07% 93
2024
Q4 		$689K Sell
6,191
-506
-8% -$53.2K 0.08% 92
2024
Q3 		$644K Sell
6,697
-418
-6% -$38.5K 0.07% 96
2024
Q2 		$706K Buy
7,115
+965
+16% +$104K 0.08% 86
2024
Q1 		$753K Sell
6,150
-404
-6% -$42.2K 0.09% 83
2023
Q4 		$592K Sell
6,554
-65,182
-91% -$5.75M 0.08% 90
2023
Q3 		$5.81M Sell
71,736
-5,711
-7% -$488K 0.87% 47
2023
Q2 		$6.91M Sell
77,447
-1,865
-2% -$177K 0.98% 30
2023
Q1 		$7.94M Buy
79,312
+2,289
+3% +$231K 1.22% 22
2022
Q4 		$6.69M Sell
77,023
-4,702
-6% -$450K 1.13% 24
2022
Q3 		$7.71M Buy
81,725
+2,659
+3% +$285K 1.42% 17
2022
Q2 		$7.46M Sell
79,066
-1,763
-2% -$196K 1.32% 20
2022
Q1 		$11.1M Buy
80,829
+2,056
+3% +$297K 1.7% 13
2021
Q4 		$12.2M Buy
78,773
+10,941
+16% +$1.77M 1.75% 13
2021
Q3 		$11.5M Buy
67,832
+1,432
+2% +$255K 1.85% 10
2021
Q2 		$11.7M Buy
66,400
+379
+0.6% +$68.2K 1.9% 11
2021
Q1 		$12.2M Buy
66,021
+542
+0.8% +$100K 2.12% 9
2020
Q4 		$11.9M Sell
65,479
-397
-0.6% -$57K 2.28% 8
2020
Q3 		$8.17M Sell
65,876
-2,332
-3% -$291K 1.85% 11
2020
Q2 		$7.61M Buy
68,208
+989
+1% +$109K 1.85% 14
2020
Q1 		$6.49M Buy
67,219
+1,066
+2% +$135K 1.73% 22
2019
Q4 		$9.57M Buy
66,153
+85
+0.1% +$11.9K 2.04% 17
2019
Q3 		$8.61M Buy
66,068
+660
+1% +$91.3K 1.95% 15
2019
Q2 		$9.13M Sell
65,408
-1,141
-2% -$151K 2.09% 13
2019
Q1 		$7.39M Buy
66,549
+28,810
+76% +$3.22M 1.74% 13
2018
Q4 		$4.14M Buy
37,739
+596
+2% +$67.8K 1.17% 30
2018
Q3 		$4.34M Buy
37,143
+3,393
+10% +$378K 1% 36
2018
Q2 		$3.54M Sell
33,750
-47
-0.1% -$4.81K 0.98% 36
2018
Q1 		$3.4M Sell
33,797
-271
-0.8% -$28.8K 0.97% 36
2017
Q4 		$3.66M Sell
34,068
-348
-1% -$35.9K 1.03% 40
2017
Q3 		$3.39M Buy
34,416
+2,084
+6% +$214K 0.92% 40
2017
Q2 		$3.44M Buy
32,332
+1,886
+6% +$207K 1.1% 37
2017
Q1 		$3.45M Buy
30,446
+666
+2% +$73.3K 1.1% 36
2016
Q4 		$3.1M Buy
29,780
+26,482
+803% +$2.58M 0.99% 39
2016
Q3 		$306K Buy
3,298
+213
+7% +$20.4K 0.1% 108
2016
Q2 		$302K Buy
3,085
+44
+1% +$4.4K 0.11% 87
2016
Q1 		$302K Buy
3,041
+17
+0.6% +$1.64K 0.12% 74
2015
Q4 		$318K Hold
3,024
– – 0.13% 78
2015
Q3 		$309K Buy
3,024
+14
+0.5% +$1.52K 0.14% 77
2015
Q2 		$344K Hold
3,010
– – 0.15% 74
2015
Q1 		$316K Sell
3,010
-10
-0.3% -$1.01K 0.15% 76
2014
Q4 		$284K Hold
3,020
– – 0.15% 75
2014
Q3 		$269K Hold
3,020
– – 0.15% 76
2014
Q2 		$259K Buy
3,020
+68
+2% +$5.55K 0.14% 77
2014
Q1 		$236K Buy
2,952
+44
+2% +$3.41K 0.12% 88
2013
Q4 		$222K Buy
+2,908
New +$201K 0.11% 87

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Coast Financial's DIS Position: Q2 2025 in Review

West Coast Financial sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 6,099 shares — an estimated $602K sold.

West Coast Financial first reported a position in DIS in Q4 2013 and held it in 46 quarters. The position peaked at $12.2M in Q4 2021. 3,202 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • West Coast Financial reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 6,099 Walt Disney shares in Q2 2025, an estimated $602K.
  • West Coast Financial first reported a position in Walt Disney in Q4 2013 and held it in 46 quarters.
  • West Coast Financial's Walt Disney position peaked at $12.2M in Q4 2021.
  • 3,202 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.