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William Mack & Associates’s Walt Disney DIS Stock Holding History

William Mack & Associates’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 		$398K Buy
4,138
+534
+15% +$54.4K 0.14% 64
2026
Q1 		$347K Sell
3,604
-1,796
-33% -$190K 0.2% 50
2025
Q4 		$614K Sell
5,400
-223
-4% -$24.6K 0.29% 34
2025
Q3 		$644K Buy
5,623
+7
+0.1% +$824 0.35% 35
2025
Q2 		$696K Buy
5,616
+1,034
+23% +$107K 0.44% 33
2025
Q1 		$452K Sell
4,582
-298
-6% -$32K 0.39% 39
2024
Q4 		$543K Buy
+4,880
New +$513K 0.57% 31

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 $3.37T AUM 44.26% 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

William Mack & Associates's DIS Position: Q2 2026 in Review

William Mack & Associates increased its Walt Disney (DIS) stake by 15% in Q2 2026, buying an estimated $54.4K and bringing the position to 4,138 shares worth $398K. The position accounts for 0.14% of the portfolio, ranked #64.

William Mack & Associates first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $696K in Q2 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • William Mack & Associates held 4,138 shares of Walt Disney worth $398K as of Q2 2026.
  • William Mack & Associates bought 534 Walt Disney shares in Q2 2026, an estimated $54.4K.
  • Walt Disney made up 0.14% of William Mack & Associates's portfolio in Q2 2026, its #64 holding.
  • William Mack & Associates first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • William Mack & Associates's Walt Disney position peaked at $696K in Q2 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.