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 Q3	$11.9K	Buy	113 +1	+0.9%	+$102	﹤0.01%	283
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

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Burkett Financial Services's DIS Position: Q3 2026 in Review

Burkett Financial Services increased its Walt Disney (DIS) stake by 0.89% in Q3 2026, buying an estimated $102 and bringing the position to 113 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Burkett Financial Services first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.8K in Q2 2025. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Burkett Financial Services held 113 shares of Walt Disney worth $11.9K as of Q3 2026.
Burkett Financial Services bought 1 Walt Disney share in Q3 2026, an estimated $102.
Walt Disney made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #283 holding.
Burkett Financial Services first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Walt Disney position peaked at $13.8K in Q2 2025.
141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.