Burk Holdings
DIS icon

Burk Holdings’s Walt Disney DIS Stock Holding History

Burk Holdings’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
Q3 		$17.6K Buy
168
+63
+60% +$6.46K 0.01% 244
2026
Q2 		$10.1K Hold
105
– – ﹤0.01% 272
2026
Q1 		$10.1K Buy
+105
New +$11.1K ﹤0.01% 268

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Burk Holdings's DIS Position: Q3 2026 in Review

Burk Holdings increased its Walt Disney (DIS) stake by 60% in Q3 2026, buying an estimated $6.46K and bringing the position to 168 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #244.

Burk Holdings first reported a position in DIS in Q1 2026 and has held it in 3 quarters since. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Burk Holdings held 168 shares of Walt Disney worth $17.6K as of Q3 2026.
  • Burk Holdings bought 63 Walt Disney shares in Q3 2026, an estimated $6.46K.
  • Walt Disney made up 0.01% of Burk Holdings's portfolio in Q3 2026, its #244 holding.
  • Burk Holdings first reported a position in Walt Disney in Q1 2026 and has held it in 3 quarters since.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.