BFA
DIS icon

Benedict Financial Advisors’s Walt Disney DIS Stock Holding History

Benedict Financial Advisors’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 		$968K Sell
10,057
-1,271
-11% -$130K 0.19% 100
2026
Q1 		$1.09M Sell
11,328
-553
-5% -$58.4K 0.23% 99
2025
Q4 		$1.35M Sell
11,881
-2,703
-19% -$298K 0.28% 95
2025
Q3 		$1.67M Buy
14,584
+923
+7% +$109K 0.36% 87
2025
Q2 		$1.69M Buy
+13,661
New +$1.42M 0.38% 83
2024
Q3 		– Sell
-2,096
Closed -$208K – 127
2024
Q2 		$208K Hold
2,096
– – 0.05% 126
2024
Q1 		$256K Buy
+2,096
New +$219K 0.07% 121
2023
Q4 		– Sell
-3,344
Closed -$271K – 125
2023
Q3 		$271K Buy
3,344
+449
+16% +$38.3K 0.08% 114
2023
Q2 		$258K Sell
2,895
-57
-2% -$5.4K 0.07% 113
2023
Q1 		$296K Sell
2,952
-34
-1% -$3.43K 0.08% 110
2022
Q4 		$259K Sell
2,986
-10,511
-78% -$1.01M 0.08% 109
2022
Q3 		$1.27M Sell
13,497
-587
-4% -$62.8K 0.41% 78
2022
Q2 		$1.33M Buy
14,084
+993
+8% +$110K 0.39% 80
2022
Q1 		$1.8M Buy
13,091
+1,241
+10% +$179K 0.48% 71
2021
Q4 		$1.83M Buy
11,850
+5,016
+73% +$810K 0.48% 74
2021
Q3 		$1.16M Sell
6,834
-411
-6% -$73.3K 0.32% 89
2021
Q2 		$1.27M Buy
7,245
+2,295
+46% +$413K 0.35% 87
2021
Q1 		$913K Buy
4,950
+22
+0.4% +$4.06K 0.26% 95
2020
Q4 		$893K Sell
4,928
-270
-5% -$38.8K 0.32% 78
2020
Q3 		$645K Sell
5,198
-3,759
-42% -$470K 0.25% 83
2020
Q2 		$999K Sell
8,957
-296
-3% -$32.7K 0.41% 72
2020
Q1 		$894K Buy
9,253
+480
+5% +$60.7K 0.42% 72
2019
Q4 		$1.27M Buy
8,773
+489
+6% +$68.3K 0.49% 69
2019
Q3 		$1.08M Buy
8,284
+242
+3% +$33.5K 0.44% 74
2019
Q2 		$1.12M Buy
8,042
+737
+10% +$97.7K 0.47% 71
2019
Q1 		$811K Buy
7,305
+1,564
+27% +$175K 0.35% 78
2018
Q4 		$629K Buy
5,741
+3,108
+118% +$353K 0.31% 79
2018
Q3 		$308K Buy
+2,633
New +$293K 0.14% 91

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Benedict Financial Advisors's DIS Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $130K and leaving 10,057 shares worth $968K. The position accounts for 0.19% of the portfolio, ranked #100.

Benedict Financial Advisors first reported a position in DIS in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.83M in Q4 2021. 593 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Benedict Financial Advisors held 10,057 shares of Walt Disney worth $968K as of Q2 2026.
  • Benedict Financial Advisors sold 1,271 Walt Disney shares in Q2 2026, an estimated $130K.
  • Walt Disney made up 0.19% of Benedict Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Benedict Financial Advisors first reported a position in Walt Disney in Q3 2018 and has held it in 28 quarters since.
  • Benedict Financial Advisors's Walt Disney position peaked at $1.83M in Q4 2021.
  • 593 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.