CD
DIS icon

Chapin Davis’s Walt Disney DIS Stock Holding History

Chapin Davis’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
2023
Q1 		– Sell
-1,000
Closed -$180 – 232
2022
Q4 		$180 Buy
+1,000
New +$95.6K ﹤0.01% 203

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Chapin Davis's DIS Position: Q2 2026 in Review

Chapin Davis increased its Walt Disney (DIS) stake by 0.32% in Q2 2026, buying an estimated $10.5K and bringing the position to 32,101 shares worth $3.09M. The position accounts for 0.54% of the portfolio, ranked #37.

Chapin Davis first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.73M in Q2 2025. 520 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Chapin Davis held 32,101 shares of Walt Disney worth $3.09M as of Q2 2026.
  • Chapin Davis bought 103 Walt Disney shares in Q2 2026, an estimated $10.5K.
  • Walt Disney made up 0.54% of Chapin Davis's portfolio in Q2 2026, its #37 holding.
  • Chapin Davis first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's Walt Disney position peaked at $3.73M in Q2 2025.
  • 520 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.