WCWM
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Willow Creek Wealth Management’s Walt Disney DIS Stock Holding History

Willow Creek 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
2025
Q3 		$514K Buy
4,485
+345
+8% +$40.6K 0.04% 106
2025
Q2 		$514K Buy
4,140
+1,067
+35% +$111K 0.05% 98
2025
Q1 		$303K Sell
3,073
-271
-8% -$29.1K 0.03% 124
2024
Q4 		$372K Buy
3,344
+124
+4% +$13K 0.04% 109
2024
Q3 		$310K Sell
3,220
-6
-0.2% -$552 0.03% 123
2024
Q2 		$320K Buy
3,226
+95
+3% +$10.2K 0.04% 115
2024
Q1 		$383K Sell
3,131
-87
-3% -$9.09K 0.04% 102
2023
Q4 		$291K Sell
3,218
-16
-0.5% -$1.41K 0.04% 116
2023
Q3 		$262K Sell
3,234
-152
-4% -$13K 0.04% 115
2023
Q2 		$302K Buy
3,386
+236
+7% +$22.4K 0.04% 116
2023
Q1 		$315K Buy
3,150
+26
+0.8% +$2.62K 0.05% 101
2022
Q4 		$271K Sell
3,124
-210
-6% -$20.1K 0.05% 103
2022
Q3 		$314K Buy
3,334
+754
+29% +$80.7K 0.06% 86
2022
Q2 		$244K Buy
2,580
+334
+15% +$37.1K 0.05% 106
2022
Q1 		$308K Sell
2,246
-14
-0.6% -$2.02K 0.06% 90
2021
Q4 		$350K Buy
2,260
+13
+0.6% +$2.1K 0.07% 86
2021
Q3 		$380K Sell
2,247
-1
-0% -$178 0.08% 69
2021
Q2 		$395K Buy
2,248
+102
+5% +$18.3K 0.09% 65
2021
Q1 		$396K Sell
2,146
-69
-3% -$12.7K 0.15% 52
2020
Q4 		$401K Buy
2,215
+9
+0.4% +$1.29K 0.15% 45
2020
Q3 		$274K Sell
2,206
-1,739
-44% -$217K 0.11% 62
2020
Q2 		$440K Sell
3,945
-468
-11% -$51.7K 0.2% 37
2020
Q1 		$426K Buy
4,413
+152
+4% +$19.2K 0.21% 34
2019
Q4 		$616K Sell
4,261
-3,140
-42% -$438K 0.28% 32
2019
Q3 		$964K Buy
7,401
+256
+4% +$35.4K 0.45% 23
2019
Q2 		$998K Hold
7,145
– – 0.48% 22
2019
Q1 		$793K Hold
7,145
– – 0.4% 26
2018
Q4 		$783K Sell
7,145
-81
-1% -$9.21K 0.42% 24
2018
Q3 		$845K Buy
7,226
+16
+0.2% +$1.78K 0.47% 24
2018
Q2 		$756K Sell
7,210
-400
-5% -$40.9K 0.43% 24
2018
Q1 		$764K Buy
+7,610
New +$809K 0.41% 26

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Willow Creek Wealth Management's DIS Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Walt Disney (DIS) stake by 8.3% in Q3 2025, buying an estimated $40.6K and bringing the position to 4,485 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #106.

Willow Creek Wealth Management first reported a position in DIS in Q1 2018 and has held it in 31 quarters since. The position peaked at $998K in Q2 2019. 3,080 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Willow Creek Wealth Management held 4,485 shares of Walt Disney worth $514K as of Q3 2025.
  • Willow Creek Wealth Management bought 345 Walt Disney shares in Q3 2025, an estimated $40.6K.
  • Walt Disney made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #106 holding.
  • Willow Creek Wealth Management first reported a position in Walt Disney in Q1 2018 and has held it in 31 quarters since.
  • Willow Creek Wealth Management's Walt Disney position peaked at $998K in Q2 2019.
  • 3,080 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.