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Chesley Taft & Associates’s Walt Disney DIS Stock Holding History

Chesley Taft & 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
Q2 		$13.9M Sell
144,873
-3,810
-3% -$388K 0.54% 49
2026
Q1 		$14.3M Sell
148,683
-1,031
-0.7% -$109K 0.6% 48
2025
Q4 		$17M Sell
149,714
-15,189
-9% -$1.67M 0.67% 44
2025
Q3 		$18.9M Sell
164,903
-22,875
-12% -$2.69M 0.8% 35
2025
Q2 		$23.3M Buy
187,778
+2,514
+1% +$261K 1.04% 25
2025
Q1 		$18.3M Buy
185,264
+1,000
+0.5% +$107K 0.88% 35
2024
Q4 		$20.5M Sell
184,264
-2,827
-2% -$297K 0.95% 31
2024
Q3 		$18M Sell
187,091
-27,214
-13% -$2.5M 0.86% 37
2024
Q2 		$21.3M Buy
214,305
+3,299
+2% +$355K 1.07% 29
2024
Q1 		$25.8M Buy
211,006
+8,582
+4% +$896K 1.32% 21
2023
Q4 		$18.3M Buy
202,424
+11,463
+6% +$1.01M 1.03% 29
2023
Q3 		$15.5M Sell
190,961
-250
-0.1% -$21.4K 1% 30
2023
Q2 		$17.1M Sell
191,211
-3,084
-2% -$292K 1.05% 27
2023
Q1 		$19.5M Buy
194,295
+9,416
+5% +$949K 1.28% 22
2022
Q4 		$16.1M Sell
184,879
-81,087
-30% -$7.76M 1.11% 24
2022
Q3 		$25.1M Sell
265,966
-6,550
-2% -$701K 1.85% 10
2022
Q2 		$25.7M Sell
272,516
-545
-0.2% -$60.5K 1.75% 11
2022
Q1 		$35.7M Buy
273,061
+34,518
+14% +$4.99M 2.09% 9
2021
Q4 		$36.9M Sell
238,543
-24,405
-9% -$3.94M 1.91% 12
2021
Q3 		$44.5M Buy
262,948
+31,892
+14% +$5.68M 2.54% 5
2021
Q2 		$40.6M Buy
231,056
+2,019
+0.9% +$363K 2.34% 6
2021
Q1 		$43.2M Sell
229,037
-2,964
-1% -$547K 2.58% 5
2020
Q4 		$42M Sell
232,001
-27,435
-11% -$3.94M 2.69% 5
2020
Q3 		$32.2M Sell
259,436
-2,068
-0.8% -$258K 2.29% 10
2020
Q2 		$29.2M Buy
261,504
+3,839
+1% +$424K 2.22% 8
2020
Q1 		$24.9M Buy
257,665
+712
+0.3% +$90K 2.27% 10
2019
Q4 		$37.2M Sell
256,953
-917
-0.4% -$128K 2.67% 3
2019
Q3 		$33.6M Buy
257,870
+1,594
+0.6% +$220K 2.6% 5
2019
Q2 		$35.8M Buy
256,276
+71,521
+39% +$9.49M 2.79% 2
2019
Q1 		$20.5M Buy
184,755
+13,102
+8% +$1.46M 1.71% 15
2018
Q4 		$18.8M Sell
171,653
-3,382
-2% -$385K 1.82% 10
2018
Q3 		$20.5M Sell
175,035
-298
-0.2% -$33.2K 1.63% 14
2018
Q2 		$18.4M Sell
175,333
-417
-0.2% -$42.6K 1.58% 16
2018
Q1 		$17.7M Buy
175,750
+1,022
+0.6% +$109K 1.57% 14
2017
Q4 		$18.8M Sell
174,728
-3,666
-2% -$378K 1.59% 15
2017
Q3 		$17.6M Sell
178,394
-6,949
-4% -$715K 1.52% 12
2017
Q2 		$19.7M Buy
185,343
+454
+0.2% +$49.7K 1.78% 11
2017
Q1 		$21M Sell
184,889
-407
-0.2% -$44.8K 1.97% 9
2016
Q4 		$19.3M Sell
185,296
-88,821
-32% -$8.66M 1.91% 9
2016
Q3 		$25.5M Buy
274,117
+3,970
+1% +$380K 2.56% 2
2016
Q2 		$26.4M Buy
270,147
+1,205
+0.4% +$121K 2.71% 2
2016
Q1 		$26.7M Buy
268,942
+51,817
+24% +$5M 2.82% 2
2015
Q4 		$22.8M Sell
217,125
-1,645
-0.8% -$183K 2.4% 4
2015
Q3 		$22.4M Buy
218,770
+44,325
+25% +$4.83M 2.44% 4
2015
Q2 		$19.9M Sell
174,445
-1,055
-0.6% -$116K 2.03% 8
2015
Q1 		$18.4M Sell
175,500
-3,759
-2% -$379K 1.89% 8
2014
Q4 		$16.9M Sell
179,259
-2,340
-1% -$211K 1.71% 9
2014
Q3 		$16.2M Sell
181,599
-4,894
-3% -$432K 1.69% 9
2014
Q2 		$16M Sell
186,493
-3,703
-2% -$302K 1.65% 9
2014
Q1 		$15.2M Sell
190,196
-5,644
-3% -$437K 1.63% 10
2013
Q4 		$15M Sell
195,840
-2,275
-1% -$158K 1.49% 13
2013
Q3 		$12.8M Sell
198,115
-5,809
-3% -$372K 1.39% 16
2013
Q2 		$12.9M Buy
+203,924
New +$12.9M 1.49% 15

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

Chesley Taft & Associates's DIS Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Walt Disney (DIS) stake by 2.6% in Q2 2026, selling an estimated $388K and leaving 144,873 shares worth $13.9M. The position accounts for 0.54% of the portfolio, ranked #49.

Chesley Taft & Associates first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.5M in Q3 2021. 596 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Chesley Taft & Associates held 144,873 shares of Walt Disney worth $13.9M as of Q2 2026.
  • Chesley Taft & Associates sold 3,810 Walt Disney shares in Q2 2026, an estimated $388K.
  • Walt Disney made up 0.54% of Chesley Taft & Associates's portfolio in Q2 2026, its #49 holding.
  • Chesley Taft & Associates first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Walt Disney position peaked at $44.5M in Q3 2021.
  • 596 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.