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Beacon Financial Strategies’s Walt Disney DIS Stock Holding History

Beacon Financial Strategies’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 		$12.9K Hold
134
– – 0.01% 164
2026
Q1 		$12.9K Hold
134
– – 0.01% 133
2025
Q4 		$15.2K Buy
+134
New +$14.8K 0.01% 131

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beacon Financial Strategies's DIS Position: Q2 2026 in Review

Beacon Financial Strategies held its Walt Disney (DIS) position steady in Q2 2026 at 134 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #164.

Beacon Financial Strategies first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.2K in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Beacon Financial Strategies held 134 shares of Walt Disney worth $12.9K as of Q2 2026.
  • Beacon Financial Strategies left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #164 holding.
  • Beacon Financial Strategies first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Walt Disney position peaked at $15.2K in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.