Centerstone Investors’s Walt Disney DIS Stock Holding History

Centerstone Investors’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
2025 Q4	$896K	Hold	7,872	–	–	2.82%	12
2025 Q3	$901K	Sell	7,872 -1,968	-20%	-$232K	3.21%	9
2025 Q2	$1.22M	Hold	9,840	–	–	5%	6
2025 Q1	$971K	Sell	9,840 -14,548	-60%	-$1.56M	2.3%	9
2024 Q4	$2.72M	Hold	24,388	–	–	2.54%	13
2024 Q3	$2.35M	Sell	24,388 -1,800	-7%	-$166K	2.28%	16
2024 Q2	$2.6M	Buy	26,188 +9,848	+60%	+$1.06M	2.17%	19
2024 Q1	$2M	Hold	16,340	–	–	1.54%	23
2023 Q4	$1.48M	Buy	16,340 +540	+3%	+$47.6K	1.51%	23
2023 Q3	$1.28M	Buy	+15,800	New	+$1.35M	1.31%	25

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Centerstone Investors's DIS Position: Q4 2025 in Review

Centerstone Investors held its Walt Disney (DIS) position steady in Q4 2025 at 7,872 shares worth $896K. The position accounts for 2.82% of the portfolio, ranked #12.

Centerstone Investors first reported a position in DIS in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.72M in Q4 2024. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Centerstone Investors held 7,872 shares of Walt Disney worth $896K as of Q4 2025.
Centerstone Investors left its Walt Disney share count unchanged in Q4 2025.
Walt Disney made up 2.82% of Centerstone Investors's portfolio in Q4 2025, its #12 holding.
Centerstone Investors first reported a position in Walt Disney in Q3 2023 and has held it in 10 quarters since.
Centerstone Investors's Walt Disney position peaked at $2.72M in Q4 2024.
3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Centerstone Investors's 13F filing for Q4 2025, filed 30 Jan 2026.