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Bedel Financial Consulting’s Walt Disney DIS Stock Holding History

Bedel Financial Consulting’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 		$1.27M Sell
13,229
-773
-6% -$78.8K 0.12% 96
2026
Q1 		$1.35M Sell
14,002
-107
-0.8% -$11.3K 0.15% 81
2025
Q4 		$1.61M Sell
14,109
-42
-0.3% -$4.63K 0.17% 73
2025
Q3 		$1.62M Buy
14,151
+11
+0.1% +$1.3K 0.21% 66
2025
Q2 		$1.75M Hold
14,140
– – 0.24% 58
2025
Q1 		$1.3M Sell
14,140
-1,101
-7% -$118K 0.19% 71
2024
Q4 		$1.68M Sell
15,241
-265
-2% -$27.8K 0.23% 57
2024
Q3 		$1.49M Sell
15,506
-427
-3% -$39.3K 0.21% 63
2024
Q2 		$1.58M Sell
15,933
-280
-2% -$30.1K 0.23% 52
2024
Q1 		$1.98M Sell
16,213
-763
-4% -$79.7K 0.31% 39
2023
Q4 		$1.53M Sell
16,976
-690
-4% -$60.8K 0.28% 47
2023
Q3 		$1.43M Sell
17,666
-167
-0.9% -$14.3K 0.29% 44
2023
Q2 		$1.59M Buy
17,833
+54
+0.3% +$5.12K 0.33% 43
2023
Q1 		$1.78M Buy
17,779
+176
+1% +$17.7K 0.43% 32
2022
Q4 		$1.53M Sell
17,603
-5,583
-24% -$534K 0.38% 35
2022
Q3 		$2.33M Buy
23,186
+663
+3% +$71K 0.62% 21
2022
Q2 		$2.13M Sell
22,523
-103
-0.5% -$11.4K 0.62% 18
2022
Q1 		$3.1M Buy
22,626
+524
+2% +$75.8K 0.98% 10
2021
Q4 		$3.42M Buy
22,102
+46
+0.2% +$7.43K 1.06% 9
2021
Q3 		$3.73M Buy
22,056
+21
+0.1% +$3.74K 1.28% 8
2021
Q2 		$3.87M Buy
22,035
+33
+0.1% +$5.93K 1.35% 8
2021
Q1 		$4.06M Buy
22,002
+160
+0.7% +$29.5K 1.57% 8
2020
Q4 		$3.96M Sell
21,842
-665
-3% -$95.5K 1.76% 8
2020
Q3 		$2.79M Sell
22,507
-116
-0.5% -$14.5K 1.4% 9
2020
Q2 		$2.52M Buy
22,623
+118
+0.5% +$13K 1.36% 8
2020
Q1 		$2.17M Buy
22,505
+3,903
+21% +$493K 1.44% 7
2019
Q4 		$2.69M Buy
18,602
+6
+0% +$837 1.53% 7
2019
Q3 		$2.42M Buy
18,596
+107
+0.6% +$14.8K 1.46% 7
2019
Q2 		$2.58M Buy
18,489
+117
+0.6% +$15.5K 1.57% 7
2019
Q1 		$2.04M Buy
18,372
+109
+0.6% +$12.2K 1.3% 7
2018
Q4 		$2M Buy
18,263
+909
+5% +$103K 1.44% 6
2018
Q3 		$2.02M Buy
17,354
+422
+2% +$47K 1.35% 7
2018
Q2 		$1.77M Sell
16,932
-61
-0.4% -$6.24K 1.31% 9
2018
Q1 		$1.71M Sell
16,993
-220
-1% -$23.4K 1.3% 9
2017
Q4 		$1.85M Buy
+17,213
New +$1.77M 1.67% 8

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

Bedel Financial Consulting's DIS Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Walt Disney (DIS) stake by 5.5% in Q2 2026, selling an estimated $78.8K and leaving 13,229 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #96.

Bedel Financial Consulting first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.06M in Q1 2021. 1,343 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bedel Financial Consulting held 13,229 shares of Walt Disney worth $1.27M as of Q2 2026.
  • Bedel Financial Consulting sold 773 Walt Disney shares in Q2 2026, an estimated $78.8K.
  • Walt Disney made up 0.12% of Bedel Financial Consulting's portfolio in Q2 2026, its #96 holding.
  • Bedel Financial Consulting first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
  • Bedel Financial Consulting's Walt Disney position peaked at $4.06M in Q1 2021.
  • 1,343 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.