Grace & Mercy Foundation’s Walt Disney DIS Stock Holding History

Grace & Mercy Foundation’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 Q1	$19.4M	Hold	201,100	–	–	4.73%	9
2025 Q4	$22.9M	Sell	201,100 -46,700	-19%	-$5.14M	5.17%	8
2025 Q3	$28.4M	Hold	247,800	–	–	6.04%	7
2025 Q2	$30.7M	Buy	247,800 +112,000	+82%	+$11.6M	6.37%	8
2025 Q1	$13.4M	Sell	135,800 -148,900	-52%	-$16M	3.34%	8
2024 Q4	$31.7M	Sell	284,700 -51,500	-15%	-$5.41M	7.14%	7
2024 Q3	$32.3M	Hold	336,200	–	–	7.36%	7
2024 Q2	$33.4M	Buy	336,200 +101,200	+43%	+$10.9M	7.55%	7
2024 Q1	$28.8M	Hold	235,000	–	–	7.3%	7
2023 Q4	$21.2M	Hold	235,000	–	–	5.66%	7
2023 Q3	$19M	Buy	235,000 +18,000	+8%	+$1.54M	5.77%	7
2023 Q2	$19.4M	Buy	+217,000	New	+$20.6M	5.89%	7

Other funds holding DIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Grace & Mercy Foundation's DIS Position: Q1 2026 in Review

Grace & Mercy Foundation held its Walt Disney (DIS) position steady in Q1 2026 at 201,100 shares worth $19.4M. The position accounts for 4.73% of the portfolio, ranked #9.

Grace & Mercy Foundation first reported a position in DIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $33.4M in Q2 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Grace & Mercy Foundation held 201,100 shares of Walt Disney worth $19.4M as of Q1 2026.
Grace & Mercy Foundation left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 4.73% of Grace & Mercy Foundation's portfolio in Q1 2026, its #9 holding.
Grace & Mercy Foundation first reported a position in Walt Disney in Q2 2023 and has held it in 12 quarters since.
Grace & Mercy Foundation's Walt Disney position peaked at $33.4M in Q2 2024.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Grace & Mercy Foundation's 13F filing for Q1 2026, filed 15 May 2026.