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Brookmont Capital Management’s Walt Disney DIS Stock Holding History

Brookmont Capital Management’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 		$229K Sell
2,376
-10
-0.4% -$1.02K 0.12% 61
2026
Q1 		$230K Sell
2,386
-56
-2% -$5.92K 0.13% 55
2025
Q4 		$278K Sell
2,442
-186
-7% -$20.5K 0.16% 53
2025
Q3 		$301K Buy
2,628
+313
+14% +$36.9K 0.17% 52
2025
Q2 		$287K Buy
2,315
+101
+5% +$10.5K 0.16% 49
2025
Q1 		$219K Buy
2,214
+30
+1% +$3.22K 0.12% 50
2024
Q4 		$243K Sell
2,184
-316
-13% -$33.2K 0.13% 51
2024
Q3 		$240K Buy
2,500
+6
+0.2% +$552 0.12% 49
2024
Q2 		$248K Hold
2,494
– – 0.14% 48
2024
Q1 		$305K Buy
+2,494
New +$261K 0.16% 45
2023
Q2 		– Sell
-2,184
Closed -$219K – 50
2023
Q1 		$219K Buy
+2,184
New +$220K 0.14% 47
2022
Q2 		– Sell
-3,379
Closed -$463K – 49
2022
Q1 		$463K Sell
3,379
-2
-0.1% -$289 0.28% 42
2021
Q4 		$524K Buy
3,381
+110
+3% +$17.8K 0.28% 43
2021
Q3 		$553K Sell
3,271
-14
-0.4% -$2.5K 0.33% 44
2021
Q2 		$577K Sell
3,285
-66
-2% -$11.9K 0.35% 43
2021
Q1 		$618K Sell
3,351
-75
-2% -$13.8K 0.4% 43
2020
Q4 		$621K Sell
3,426
-175
-5% -$25.1K 0.44% 44
2020
Q3 		$447K Hold
3,601
– – 0.33% 45
2020
Q2 		$402K Sell
3,601
-3,709
-51% -$409K 0.32% 44
2020
Q1 		$706K Sell
7,310
-1,053
-13% -$133K 0.57% 36
2019
Q4 		$1.21M Sell
8,363
-2,496
-23% -$348K 0.72% 36
2019
Q3 		$1.42M Sell
10,859
-431
-4% -$59.6K 0.81% 35
2019
Q2 		$1.58M Hold
11,290
– – 0.95% 32
2019
Q1 		$1.25M Sell
11,290
-5
-0% -$559 0.77% 37
2018
Q4 		$1.24M Buy
11,295
+91
+0.8% +$10.3K 0.84% 35
2018
Q3 		$1.31M Buy
11,204
+30
+0.3% +$3.34K 0.78% 36
2018
Q2 		$1.17M Buy
11,174
+1,401
+14% +$143K 0.74% 37
2018
Q1 		$982K Buy
9,773
+6,471
+196% +$688K 0.65% 37
2017
Q4 		$355K Buy
3,302
+323
+11% +$33.3K 0.15% 57
2017
Q3 		$294K Buy
2,979
+953
+47% +$98K 0.16% 57
2017
Q2 		$215K Buy
+2,026
New +$222K 0.08% 56

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

Brookmont Capital Management's DIS Position: Q2 2026 in Review

Brookmont Capital Management reduced its Walt Disney (DIS) stake by 0.42% in Q2 2026, selling an estimated $1.02K and leaving 2,376 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #61.

Brookmont Capital Management first reported a position in DIS in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.58M in Q2 2019. 1,324 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Brookmont Capital Management held 2,376 shares of Walt Disney worth $229K as of Q2 2026.
  • Brookmont Capital Management sold 10 Walt Disney shares in Q2 2026, an estimated $1.02K.
  • Walt Disney made up 0.12% of Brookmont Capital Management's portfolio in Q2 2026, its #61 holding.
  • Brookmont Capital Management first reported a position in Walt Disney in Q2 2017 and has held it in 31 quarters since.
  • Brookmont Capital Management's Walt Disney position peaked at $1.58M in Q2 2019.
  • 1,324 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Brookmont Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.