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Livermore
Livermore
ZHEN

Carolina Wealth Advisors, LLC

SEC CIK
0001786411
Latest filing
Jul 9, 2026

DIS holding history

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

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
19
Value
$1.83K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Carolina Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$1.83K<0.1%00.0%UnchangedHolders
Q1 202619$1.83K<0.1%00.0%UnchangedHolders
Q4 202519$2.16K<0.1%−309−94.2%ReducedHolders
Q3 2025328$37.6K<0.1%00.0%UnchangedHolders
Q2 2025328$40.7K<0.1%−83−20.2%ReducedHolders
Q1 2025411$40.6K<0.1%00.0%UnchangedHolders
Q4 2024411$45.8K<0.1%−29−6.6%ReducedHolders
Q3 2024440$42.3K<0.1%+72+19.6%AddedHolders
Q2 2024368$36.5K<0.1%+50+15.7%AddedHolders
Q1 2024318$38.9K<0.1%−144−31.2%ReducedHolders
Q4 2023462$41.7K<0.1%00.0%UnchangedHolders
Q3 2023462$37.4K<0.1%00.0%UnchangedHolders
Q2 2023462$41.2K<0.1%−83−15.2%ReducedHolders
Q1 2023545$54.6K<0.1%+101+22.7%AddedHolders
Q4 2022444$39.0K<0.1%+55+14.1%AddedHolders
Q3 2022389$37.0K<0.1%00.0%UnchangedHolders
Q2 2022389$37.0K<0.1%00.0%UnchangedHolders
Q1 2022389$53.0K<0.1%00.0%UnchangedHolders
Q4 2021389$60.0K<0.1%−500−56.2%ReducedHolders
Q3 2021889$150.0K0.1%−2−0.2%ReducedHolders
Q2 2021891$157.0K0.1%+2+0.2%AddedHolders
Q1 2021889$164.0K0.1%––Holders

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