Burkett Financial Services’s Walt Disney DIS Stock Holding History

Burkett Financial Services’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	$10.8K	Hold	112	–	–	﹤0.01%	174
2026 Q1	$10.9K	Buy	112 +1	+0.9%	+$106	﹤0.01%	168
2025 Q4	$12.7K	Sell	111 -1	-0.9%	-$110	﹤0.01%	156
2025 Q3	$12.8K	Buy	112 +1	+0.9%	+$118	﹤0.01%	150
2025 Q2	$13.8K	Hold	111	–	–	0.01%	140
2025 Q1	$11K	Hold	111	–	–	﹤0.01%	164
2024 Q4	$12.4K	Hold	111	–	–	0.01%	136
2024 Q3	$10.7K	Buy	111 +1	+0.9%	+$92	﹤0.01%	135
2024 Q2	$11K	Hold	110	–	–	0.01%	134
2024 Q1	$13.5K	Hold	110	–	–	0.01%	133
2023 Q4	$9.93K	Buy	+110	New	+$9.7K	0.01%	136

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Burkett Financial Services's DIS Position: Q2 2026 in Review

Burkett Financial Services held its Walt Disney (DIS) position steady in Q2 2026 at 112 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Burkett Financial Services first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8K in Q2 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Burkett Financial Services held 112 shares of Walt Disney worth $10.8K as of Q2 2026.
Burkett Financial Services left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #174 holding.
Burkett Financial Services first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Walt Disney position peaked at $13.8K in Q2 2025.
943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.