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DIS icon

Birchbrook’s Walt Disney DIS Stock Holding History

Birchbrook’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 		$910K Sell
9,451
-93
-1% -$9.48K 0.43% 41
2026
Q1 		$920K Sell
9,544
-1
-0% -$106 0.45% 44
2025
Q4 		$1.09M Sell
9,545
-635
-6% -$69.9K 0.54% 35
2025
Q3 		$1.17M Sell
10,180
-79
-0.8% -$9.3K 0.6% 34
2025
Q2 		$1.27M Sell
10,259
-3,172
-24% -$330K 0.68% 33
2025
Q1 		$1.33M Sell
13,431
-127
-0.9% -$13.6K 0.74% 30
2024
Q4 		$1.51M Sell
13,558
-729
-5% -$76.6K 0.86% 26
2024
Q3 		$1.37M Sell
14,287
-65
-0.5% -$5.98K 0.76% 30
2024
Q2 		$1.43M Sell
14,352
-865
-6% -$93.1K 0.85% 25
2024
Q1 		$1.86M Sell
15,217
-1,434
-9% -$150K 1.11% 19
2023
Q4 		$1.5M Buy
+16,651
New +$1.47M 0.99% 25

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

Birchbrook's DIS Position: Q2 2026 in Review

Birchbrook reduced its Walt Disney (DIS) stake by 0.97% in Q2 2026, selling an estimated $9.48K and leaving 9,451 shares worth $910K. The position accounts for 0.43% of the portfolio, ranked #41.

Birchbrook first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q1 2024. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Birchbrook held 9,451 shares of Walt Disney worth $910K as of Q2 2026.
  • Birchbrook sold 93 Walt Disney shares in Q2 2026, an estimated $9.48K.
  • Walt Disney made up 0.43% of Birchbrook's portfolio in Q2 2026, its #41 holding.
  • Birchbrook first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Walt Disney position peaked at $1.86M in Q1 2024.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.