Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 47,229
Value: $4.55M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	47,229	$4.55M	0.1%	+4,660+10.9%	Added	Holders
Q1 2026	42,569	$4.10M	0.1%	−2,251−5.0%	Reduced	Holders
Q4 2025	44,820	$5.10M	0.1%	−18,026−28.7%	Reduced	Holders
Q3 2025	62,846	$7.20M	0.1%	−1,868−2.9%	Reduced	Holders
Q2 2025	64,714	$8.03M	0.1%	−10,029−13.4%	Reduced	Holders
Q1 2025	74,743	$7.38M	0.1%	−42,443−36.2%	Reduced	Holders
Q4 2024	117,186	$13.0M	0.2%	−135,260−53.6%	Reduced	Holders
Q3 2024	252,446	$24.3M	0.5%	−20,225−7.4%	Reduced	Holders
Q2 2024	272,671	$27.1M	0.6%	+12,549+4.8%	Added	Holders
Q1 2024	260,122	$31.8M	0.7%	+13,993+5.7%	Added	Holders
Q4 2023	246,129	$22.2M	0.5%	+799+0.3%	Added	Holders
Q3 2023	245,330	$19.9M	0.5%	+69,845+39.8%	Added	Holders
Q2 2023	175,485	$15.7M	0.5%	+17,019+10.7%	Added	Holders
Q1 2023	158,466	$15.9M	0.5%	+4,253+2.8%	Added	Holders
Q4 2022	154,213	$13.4M	0.5%	−81,181−34.5%	Reduced	Holders
Q3 2022	235,394	$22.2M	0.8%	−39,419−14.3%	Reduced	Holders
Q2 2022	274,813	$25.9M	0.9%	−16,348−5.6%	Reduced	Holders
Q1 2022	291,161	$39.9M	1.1%	+6,890+2.4%	Added	Holders
Q4 2021	284,271	$44.0M	1.1%	+2,370+0.8%	Added	Holders
Q3 2021	281,901	$47.7M	1.4%	+8,841+3.2%	Added	Holders
Q2 2021	273,060	$48.0M	1.4%	+11,694+4.5%	Added	Holders
Q1 2021	261,366	$48.2M	1.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.