Bill Gates’s Walt Disney DIS Stock Holding History

Bill Gates’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
2023 Q4	–	Sell	-16,800	Closed	-$1.36M	–	38
2023 Q3	$1.36M	Buy	+16,800	New	+$1.43M	﹤0.01%	74

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bill Gates's DIS Position: Q4 2023 in Review

Bill Gates sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 16,800 shares — an estimated $1.36M sold.

Bill Gates first reported a position in DIS in Q3 2023 and held it in 1 quarter. The position peaked at $1.36M in Q3 2023. 3,004 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

Bill Gates reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 16,800 Walt Disney shares in Q4 2023, an estimated $1.36M.
Bill Gates first reported a position in Walt Disney in Q3 2023 and held it in 1 quarter.
Bill Gates's Walt Disney position peaked at $1.36M in Q3 2023.
3,004 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.