Chatterton & Associates
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Chatterton & Associates’s Walt Disney DIS Stock Holding History

Chatterton & Associates’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 		$302K Buy
2,876
+281
+11% +$28.8K 0.14% 81
2026
Q2 		$250K Buy
2,595
+105
+4% +$10.7K 0.15% 91
2026
Q1 		$248K Hold
2,490
– – 0.17% 86
2025
Q4 		$283K Buy
+2,490
New +$274K 0.24% 62

Other funds holding DIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Chatterton & Associates's DIS Position: Q3 2026 in Review

Chatterton & Associates increased its Walt Disney (DIS) stake by 11% in Q3 2026, buying an estimated $28.8K and bringing the position to 2,876 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #81.

Chatterton & Associates first reported a position in DIS in Q4 2025 and has held it in 4 quarters since. 2,329 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Chatterton & Associates held 2,876 shares of Walt Disney worth $302K as of Q3 2026.
  • Chatterton & Associates bought 281 Walt Disney shares in Q3 2026, an estimated $28.8K.
  • Walt Disney made up 0.14% of Chatterton & Associates's portfolio in Q3 2026, its #81 holding.
  • Chatterton & Associates first reported a position in Walt Disney in Q4 2025 and has held it in 4 quarters since.
  • 2,329 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.