GK Wealth Management’s Walt Disney DIS Stock Holding History

GK Wealth Management’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	$394K	Buy	+4,097	New	+$418K	0.21%	119
2026 Q1	–	Sell	-4,413	Closed	-$502K	–	96
2025 Q4	$502K	Sell	4,413 -162	-4%	-$17.8K	0.33%	75
2025 Q3	$524K	Buy	4,575 +59	+1%	+$6.95K	0.38%	65
2025 Q2	$560K	Buy	4,516 +1,475	+49%	+$153K	0.51%	50
2025 Q1	$300K	Buy	3,041 +345	+13%	+$37.1K	0.34%	87
2024 Q4	$300K	Buy	+2,696	New	+$283K	0.38%	83

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

GK Wealth Management's DIS Position: Q2 2026 in Review

GK Wealth Management opened a new position in Walt Disney (DIS) in Q2 2026: 4,097 shares worth $394K. The stake represents 0.21% of the portfolio and ranks #119 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in DIS as recently as Q4 2025.

GK Wealth Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $560K in Q2 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

GK Wealth Management held 4,097 shares of Walt Disney worth $394K as of Q2 2026.
Walt Disney was a new GK Wealth Management position in Q2 2026.
Walt Disney made up 0.21% of GK Wealth Management's portfolio in Q2 2026, its #119 holding.
GK Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's Walt Disney position peaked at $560K in Q2 2025.
943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.