Goepper Burkhardt’s Walt Disney DIS Stock Holding History

Goepper Burkhardt’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
2025 Q2	–	Sell	-2,082	Closed	-$205K	–	100
2025 Q1	$205K	Buy	2,082 +130	+7%	+$14K	0.08%	94
2024 Q4	$217K	Buy	+1,952	New	+$205K	0.09%	80
2024 Q2	–	Sell	-2,487	Closed	-$263K	–	81
2024 Q1	$263K	Sell	2,487 -414	-14%	-$43.2K	0.12%	68
2023 Q4	$314K	Sell	2,901 -129	-4%	-$11.4K	0.16%	60
2023 Q3	$246K	Buy	3,030 +50	+2%	+$4.27K	0.15%	59
2023 Q2	$266K	Sell	2,980 -170	-5%	-$16.1K	0.16%	56
2023 Q1	$315K	Hold	3,150	–	–	0.21%	46
2022 Q4	$274K	Buy	3,150 +320	+11%	+$30.6K	0.19%	49
2022 Q3	$267K	Sell	2,830 -185	-6%	-$19.8K	0.2%	48
2022 Q2	$285K	Sell	3,015 -91	-3%	-$10.1K	0.2%	51
2022 Q1	$426K	Buy	3,106 +779	+33%	+$113K	0.26%	40
2021 Q4	$360K	Hold	2,327	–	–	0.21%	45
2021 Q3	$394K	Hold	2,327	–	–	0.25%	42
2021 Q2	$409K	Buy	2,327 +2	+0.1%	+$360	0.26%	38
2021 Q1	$429K	Sell	2,325 -11	-0.5%	-$2.03K	0.29%	37
2020 Q4	$423K	Buy	+2,336	New	+$335K	0.31%	36

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goepper Burkhardt's DIS Position: Q2 2025 in Review

Goepper Burkhardt sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,082 shares — an estimated $205K sold.

Goepper Burkhardt first reported a position in DIS in Q4 2020 and held it in 16 quarters. The position peaked at $429K in Q1 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

Goepper Burkhardt reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
Goepper Burkhardt sold 2,082 Walt Disney shares in Q2 2025, an estimated $205K.
Goepper Burkhardt first reported a position in Walt Disney in Q4 2020 and held it in 16 quarters.
Goepper Burkhardt's Walt Disney position peaked at $429K in Q1 2021.
3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Goepper Burkhardt's 13F filing for Q2 2025, filed 12 Aug 2025.