Xcel Wealth Management’s Walt Disney DIS Stock Holding History

Xcel 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
2026 Q2	$709K	Sell	7,365 -10,447	-59%	-$1.07M	0.17%	94
2026 Q1	$1.72M	Sell	17,812 -7,956	-31%	-$841K	0.47%	56
2025 Q4	$2.93M	Sell	25,768 -14,927	-37%	-$1.64M	0.75%	33
2025 Q3	$4.66M	Sell	40,695 -1,860	-4%	-$219K	1.21%	24
2025 Q2	$5.28M	Buy	42,555 +446	+1%	+$46.3K	1.5%	17
2025 Q1	$4.16M	Buy	42,109 +6,397	+18%	+$687K	1.3%	23
2024 Q4	$3.98M	Buy	35,712 +6,027	+20%	+$633K	1.1%	26
2024 Q3	$2.86M	Buy	29,685 +8,511	+40%	+$783K	0.84%	31
2024 Q2	$2.1M	Sell	21,174 -198	-0.9%	-$21.3K	0.66%	39
2024 Q1	$2.62M	Sell	21,372 -3,500	-14%	-$366K	0.82%	31
2023 Q4	$2.25M	Sell	24,872 -1,729	-6%	-$152K	0.79%	33
2023 Q3	$2.16M	Sell	26,601 -4,069	-13%	-$348K	0.85%	31
2023 Q2	$2.74M	Buy	30,670 +5,901	+24%	+$559K	0.87%	31
2023 Q1	$2.48M	Sell	24,769 -328	-1%	-$33.1K	0.87%	32
2022 Q4	$2.18M	Sell	25,097 -12,762	-34%	-$1.22M	0.86%	35
2022 Q3	$3.57M	Sell	37,859 -1,298	-3%	-$139K	1.33%	24
2022 Q2	$3.7M	Buy	39,157 +9,896	+34%	+$1.1M	1.35%	22
2022 Q1	$4.01M	Buy	29,261 +6,530	+29%	+$944K	1.1%	27
2021 Q4	$3.52M	Buy	22,731 +9,395	+70%	+$1.52M	0.91%	33
2021 Q3	$2.26M	Buy	13,336 +2,420	+22%	+$431K	0.65%	46
2021 Q2	$1.92M	Buy	10,916 +3,416	+46%	+$614K	0.58%	48
2021 Q1	$1.38M	Buy	7,500 +427	+6%	+$78.7K	0.49%	48
2020 Q4	$1.28M	Sell	7,073 -1	-0%	-$144	0.55%	44
2020 Q3	$877K	Sell	7,074 -1,650	-19%	-$206K	0.45%	50
2020 Q2	$972K	Sell	8,724 -18,566	-68%	-$2.05M	0.6%	40
2020 Q1	$2.64M	Buy	27,290 +1,925	+8%	+$243K	2.38%	14
2019 Q4	$3.67M	Buy	25,365 +347	+1%	+$48.4K	3.05%	12
2019 Q3	$3.26M	Sell	25,018 -318	-1%	-$44K	3.02%	12
2019 Q2	$3.54M	Buy	25,336 +3,437	+16%	+$456K	3.47%	9
2019 Q1	$2.43M	Buy	21,899 +4,416	+25%	+$494K	2.51%	13
2018 Q4	$1.92M	Buy	+17,483	New	+$1.99M	2.34%	14

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Xcel Wealth Management's DIS Position: Q2 2026 in Review

Xcel Wealth Management reduced its Walt Disney (DIS) stake by 59% in Q2 2026, selling an estimated $1.07M and leaving 7,365 shares worth $709K. The position accounts for 0.17% of the portfolio, ranked #94.

Xcel Wealth Management first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.28M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Xcel Wealth Management held 7,365 shares of Walt Disney worth $709K as of Q2 2026.
Xcel Wealth Management sold 10,447 Walt Disney shares in Q2 2026, an estimated $1.07M.
Walt Disney made up 0.17% of Xcel Wealth Management's portfolio in Q2 2026, its #94 holding.
Xcel Wealth Management first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
Xcel Wealth Management's Walt Disney position peaked at $5.28M in Q2 2025.
1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.