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World Investment Advisors’s Walt Disney DIS Stock Holding History

World Investment 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 		$9.47M Buy
98,294
+1,818
+2% +$192K 0.15% 153
2025
Q4 		$11M Buy
96,476
+15,243
+19% +$1.68M 0.18% 131
2025
Q3 		$9.3M Buy
81,233
+860
+1% +$101K 0.19% 119
2025
Q2 		$9.97M Buy
80,373
+4,081
+5% +$424K 0.23% 102
2025
Q1 		$7.53M Buy
76,292
+5,614
+8% +$603K 0.2% 127
2024
Q4 		$7.87M Buy
70,678
+12,311
+21% +$1.29M 0.22% 110
2024
Q3 		$5.61M Buy
58,367
+45,615
+358% +$4.2M 0.18% 140
2024
Q2 		$1.27M Buy
12,752
+10,722
+528% +$1.15M 0.08% 231
2024
Q1 		$286K Sell
2,030
-1,101
-35% -$115K 0.04% 314
2023
Q4 		$283K Buy
+3,131
New +$276K 0.04% 319
2022
Q3 		– Sell
-1,928
Closed -$210K – 249
2022
Q2 		$210K Sell
1,928
-295
-13% -$32.7K 0.04% 247
2022
Q1 		$305K Buy
2,223
+140
+7% +$20.2K 0.06% 199
2021
Q4 		$317K Sell
2,083
-17
-0.8% -$2.75K 0.07% 198
2021
Q3 		$355K Sell
2,100
-12
-0.6% -$2.14K 0.08% 168
2021
Q2 		$371K Buy
2,112
+16
+0.8% +$2.88K 0.08% 160
2021
Q1 		$374K Buy
2,096
+11
+0.5% +$2.03K 0.09% 152
2020
Q4 		$391K Buy
+2,085
New +$299K 0.1% 142

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

World Investment Advisors's DIS Position: Q1 2026 in Review

World Investment Advisors increased its Walt Disney (DIS) stake by 1.9% in Q1 2026, buying an estimated $192K and bringing the position to 98,294 shares worth $9.47M. The position accounts for 0.15% of the portfolio, ranked #153.

World Investment Advisors first reported a position in DIS in Q4 2020 and has held it in 17 quarters since. The position peaked at $11M in Q4 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • World Investment Advisors held 98,294 shares of Walt Disney worth $9.47M as of Q1 2026.
  • World Investment Advisors bought 1,818 Walt Disney shares in Q1 2026, an estimated $192K.
  • Walt Disney made up 0.15% of World Investment Advisors's portfolio in Q1 2026, its #153 holding.
  • World Investment Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 17 quarters since.
  • World Investment Advisors's Walt Disney position peaked at $11M in Q4 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.