Burney Company’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.54M | Sell |
16,041
-1,618
| -9% | -$165K | 0.04% | 280 |
|
|
2026
Q1 | $1.7M | Sell |
17,659
-8,102
| -31% | -$856K | 0.05% | 243 |
|
|
2025
Q4 | $2.93M | Sell |
25,761
-3,565
| -12% | -$393K | 0.09% | 194 |
|
|
2025
Q3 | $3.36M | Sell |
29,326
-2,736
| -9% | -$322K | 0.11% | 171 |
|
|
2025
Q2 | $3.98M | Sell |
32,062
-21,455
| -40% | -$2.23M | 0.13% | 152 |
|
|
2025
Q1 | $5.28M | Buy |
53,517
+40,696
| +317% | +$4.37M | 0.19% | 117 |
|
|
2024
Q4 | $1.43M | Sell |
12,821
-2,381
| -16% | -$250K | 0.05% | 264 |
|
|
2024
Q3 | $1.46M | Buy |
15,202
+6,108
| +67% | +$562K | 0.05% | 263 |
|
|
2024
Q2 | $903K | Sell |
9,094
-610
| -6% | -$65.7K | 0.03% | 330 |
|
|
2024
Q1 | $1.19M | Sell |
9,704
-12
| -0.1% | -$1.25K | 0.05% | 304 |
|
|
2023
Q4 | $877K | Sell |
9,716
-608
| -6% | -$53.6K | 0.04% | 345 |
|
|
2023
Q3 | $837K | Sell |
10,324
-288
| -3% | -$24.6K | 0.04% | 337 |
|
|
2023
Q2 | $947K | Sell |
10,612
-1,563
| -13% | -$148K | 0.04% | 324 |
|
|
2023
Q1 | $1.22M | Sell |
12,175
-951
| -7% | -$95.9K | 0.06% | 283 |
|
|
2022
Q4 | $1.14M | Sell |
13,126
-467
| -3% | -$44.7K | 0.06% | 281 |
|
|
2022
Q3 | $1.28M | Sell |
13,593
-176
| -1% | -$18.8K | 0.07% | 262 |
|
|
2022
Q2 | $1.3M | Sell |
13,769
-1,616
| -11% | -$179K | 0.07% | 268 |
|
|
2022
Q1 | $2.11M | Sell |
15,385
-547
| -3% | -$79.1K | 0.1% | 225 |
|
|
2021
Q4 | $2.47M | Sell |
15,932
-550
| -3% | -$88.8K | 0.11% | 205 |
|
|
2021
Q3 | $2.79M | Sell |
16,482
-815
| -5% | -$145K | 0.13% | 182 |
|
|
2021
Q2 | $3.04M | Sell |
17,297
-236
| -1% | -$42.4K | 0.14% | 179 |
|
|
2021
Q1 | $3.23M | Buy |
17,533
+1,936
| +12% | +$357K | 0.16% | 164 |
|
|
2020
Q4 | $2.83M | Sell |
15,597
-5,148
| -25% | -$739K | 0.16% | 171 |
|
|
2020
Q3 | $2.57M | Sell |
20,745
-10,615
| -34% | -$1.33M | 0.16% | 180 |
|
|
2020
Q2 | $3.5M | Sell |
31,360
-35,811
| -53% | -$3.95M | 0.23% | 129 |
|
|
2020
Q1 | $6.49M | Sell |
67,171
-50,809
| -43% | -$6.42M | 0.5% | 56 |
|
|
2019
Q4 | $17.1M | Buy |
117,980
+230
| +0.2% | +$32.1K | 0.94% | 19 |
|
|
2019
Q3 | $15.3M | Sell |
117,750
-709
| -0.6% | -$98K | 0.92% | 19 |
|
|
2019
Q2 | $16.5M | Buy |
118,459
+3,626
| +3% | +$481K | 1% | 14 |
|
|
2019
Q1 | $12.8M | Buy |
114,833
+4,722
| +4% | +$528K | 0.79% | 26 |
|
|
2018
Q4 | $12.1M | Sell |
110,111
-1,842
| -2% | -$209K | 0.85% | 25 |
|
|
2018
Q3 | $13.1M | Sell |
111,953
-12,092
| -10% | -$1.35M | 0.78% | 30 |
|
|
2018
Q2 | $13M | Sell |
124,045
-16,247
| -12% | -$1.66M | 0.76% | 30 |
|
|
2018
Q1 | $14.1M | Sell |
140,292
-1,811
| -1% | -$192K | 0.87% | 26 |
|
|
2017
Q4 | $15.3M | Sell |
142,103
-841
| -0.6% | -$86.6K | 0.86% | 29 |
|
|
2017
Q3 | $14M | Buy |
142,944
+4,200
| +3% | +$432K | 0.91% | 23 |
|
|
2017
Q2 | $14.7M | Buy |
138,744
+51,556
| +59% | +$5.65M | 0.96% | 25 |
|
|
2017
Q1 | $9.89M | Sell |
87,188
-3,283
| -4% | -$361K | 0.65% | 51 |
|
|
2016
Q4 | $9.43M | Buy |
90,471
+6,736
| +8% | +$657K | 0.64% | 56 |
|
|
2016
Q3 | $7.72M | Buy |
83,735
+8,237
| +11% | +$789K | 0.54% | 67 |
|
|
2016
Q2 | $7.38M | Buy |
75,498
+3,818
| +5% | +$382K | 0.53% | 72 |
|
|
2016
Q1 | $7.12M | Buy |
71,680
+5,941
| +9% | +$574K | 0.52% | 71 |
|
|
2015
Q4 | $7.05M | Buy |
65,739
+4,378
| +7% | +$488K | 0.52% | 68 |
|
|
2015
Q3 | $6.27M | Buy |
61,361
+3,128
| +5% | +$341K | 0.48% | 73 |
|
|
2015
Q2 | $6.65M | Sell |
58,233
-1,463
| -2% | -$161K | 0.45% | 74 |
|
|
2015
Q1 | $6.26M | Buy |
59,696
+1,714
| +3% | +$173K | 0.43% | 79 |
|
|
2014
Q4 | $5.46M | Buy |
57,982
+648
| +1% | +$58.4K | 0.43% | 76 |
|
|
2014
Q3 | $5.1M | Sell |
57,334
-98
| -0.2% | -$8.64K | 0.44% | 80 |
|
|
2014
Q2 | $4.92M | Buy |
57,432
+2,879
| +5% | +$235K | 0.43% | 77 |
|
|
2014
Q1 | $4.37M | Buy |
54,553
+140
| +0.3% | +$10.8K | 0.4% | 84 |
|
|
2013
Q4 | $4.16M | Sell |
54,413
-188
| -0.3% | -$13K | 0.4% | 82 |
|
|
2013
Q3 | $3.52M | Sell |
54,601
-867
| -2% | -$55.6K | 0.39% | 79 |
|
|
2013
Q2 | $3.5M | Buy |
+55,468
| New | +$3.5M | 0.44% | 77 |
|
Other funds holding DIS
Burney Company's DIS Position: Q2 2026 in Review
Burney Company reduced its Walt Disney (DIS) stake by 9.2% in Q2 2026, selling an estimated $165K and leaving 16,041 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #280.
Burney Company first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.1M in Q4 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Burney Company held 16,041 shares of Walt Disney worth $1.54M as of Q2 2026.
- Burney Company sold 1,618 Walt Disney shares in Q2 2026, an estimated $165K.
- Walt Disney made up 0.04% of Burney Company's portfolio in Q2 2026, its #280 holding.
- Burney Company first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
- Burney Company's Walt Disney position peaked at $17.1M in Q4 2019.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.