Cheviot Value Management’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
Q1
$481K Sell
4,986
-80
-2% -$8.46K 0.05% 86
2025
Q4
$555K Sell
5,066
-5,464
-52% -$602K 0.05% 86
2025
Q3
$1.18M Buy
10,530
+4,237
+67% +$499K 0.13% 57
2025
Q2
$708K Sell
6,293
-291
-4% -$30.2K 0.08% 67
2025
Q1
$606K Sell
6,584
-1,843
-22% -$198K 0.07% 67
2024
Q4
$938K Sell
8,427
-1,637
-16% -$172K 0.18% 45
2024
Q3
$968K Sell
10,064
-517
-5% -$47.6K 0.18% 45
2024
Q2
$1.05M Sell
10,581
-53
-0.5% -$5.71K 0.21% 43
2024
Q1
$1.3M Sell
10,634
-375
-3% -$39.2K 0.29% 32
2023
Q4
$994K Sell
11,009
-902
-8% -$79.5K 0.21% 41
2023
Q3
$965K Sell
11,911
-979
-8% -$83.6K 0.21% 41
2023
Q2
$1.15M Sell
12,890
-2,264
-15% -$214K 0.25% 36
2023
Q1
$1.52M Sell
15,154
-803
-5% -$81K 0.36% 34
2022
Q4
$1.39M Buy
15,957
+113
+0.7% +$10.8K 0.34% 35
2022
Q3
$1.5M Sell
15,844
-84
-0.5% -$8.99K 0.41% 35
2022
Q2
$1.5M Sell
15,928
-82
-0.5% -$9.1K 0.38% 37
2022
Q1
$2.2M Sell
16,010
-315
-2% -$45.5K 0.46% 36
2021
Q4
$2.53M Buy
16,325
+605
+4% +$97.7K 0.59% 35
2021
Q3
$2.66M Buy
15,720
+41
+0.3% +$7.31K 0.68% 34
2021
Q2
$2.76M Sell
15,679
-558
-3% -$100K 0.68% 36
2021
Q1
$3M Buy
16,237
+542
+3% +$100K 0.83% 33
2020
Q4
$2.84M Buy
15,695
+271
+2% +$38.9K 0.86% 33
2020
Q3
$1.91M Sell
15,424
-480
-3% -$60K 0.66% 30
2020
Q2
$1.77M Sell
15,904
-9,414
-37% -$1.04M 0.69% 31
2020
Q1
$2.45M Sell
25,318
-1,475
-6% -$186K 1.12% 26
2019
Q4
$3.88M Buy
26,793
+727
+3% +$101K 1.49% 19
2019
Q3
$3.4M Buy
26,066
+1,074
+4% +$149K 1.45% 23
2019
Q2
$3.49M Buy
24,992
+936
+4% +$124K 1.51% 22
2019
Q1
$2.67M Buy
24,056
+1,290
+6% +$144K 1.3% 27
2018
Q4
$2.5M Buy
22,766
+615
+3% +$69.9K 1.3% 25
2018
Q3
$2.59M Sell
22,151
-483
-2% -$53.8K 1.22% 29
2018
Q2
$2.37M Buy
22,634
+1,428
+7% +$146K 1.16% 28
2018
Q1
$2.13M Buy
+21,206
New +$2.25M 1.11% 27

Other funds holding DIS

Cheviot Value Management's DIS Position: Q1 2026 in Review

Cheviot Value Management reduced its Walt Disney (DIS) stake by 1.6% in Q1 2026, selling an estimated $8.46K and leaving 4,986 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #86.

Cheviot Value Management first reported a position in DIS in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.88M in Q4 2019. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cheviot Value Management held 4,986 shares of Walt Disney worth $481K as of Q1 2026.
  • Cheviot Value Management sold 80 Walt Disney shares in Q1 2026, an estimated $8.46K.
  • Walt Disney made up 0.05% of Cheviot Value Management's portfolio in Q1 2026, its #86 holding.
  • Cheviot Value Management first reported a position in Walt Disney in Q1 2018 and has held it in 33 quarters since.
  • Cheviot Value Management's Walt Disney position peaked at $3.88M in Q4 2019.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.