HIC
DIS icon

Harvey Investment Company’s Walt Disney DIS Stock Holding History

Harvey Investment Company’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 		$443K Hold
4,606
– – 0.05% 83
2026
Q1 		$444K Sell
4,606
-987
-18% -$104K 0.05% 82
2025
Q4 		$636K Hold
5,593
– – 0.07% 76
2025
Q3 		$640K Hold
5,593
– – 0.07% 77
2025
Q2 		$694K Sell
5,593
-135
-2% -$14K 0.08% 73
2025
Q1 		$565K Hold
5,728
– – 0.06% 76
2024
Q4 		$638K Hold
5,728
– – 0.07% 72
2024
Q3 		$551K Sell
5,728
-60
-1% -$5.52K 0.06% 78
2024
Q2 		$575K Hold
5,788
– – 0.07% 75
2024
Q1 		$708K Sell
5,788
-200
-3% -$20.9K 0.08% 70
2023
Q4 		$541K Hold
5,988
– – 0.07% 73
2023
Q3 		$485K Hold
5,988
– – 0.06% 72
2023
Q2 		$535K Sell
5,988
-100
-2% -$9.47K 0.07% 72
2023
Q1 		$610K Hold
6,088
– – 0.08% 72
2022
Q4 		$529K Hold
6,088
– – 0.07% 72
2022
Q3 		$574K Hold
6,088
– – 0.08% 69
2022
Q2 		$575K Hold
6,088
– – 0.08% 68
2022
Q1 		$835K Buy
6,088
+56
+0.9% +$8.1K 0.1% 66
2021
Q4 		$934K Hold
6,032
– – 0.11% 64
2021
Q3 		$1.02M Hold
6,032
– – 0.13% 63
2021
Q2 		$1.06M Hold
6,032
– – 0.14% 63
2021
Q1 		$1.11M Buy
6,032
+368
+6% +$67.9K 0.16% 63
2020
Q4 		$1.03M Hold
5,664
– – 0.14% 60
2020
Q3 		$703K Hold
5,664
– – 0.11% 65
2020
Q2 		$632K Hold
5,664
– – 0.11% 66
2020
Q1 		$547K Hold
5,664
– – 0.11% 67
2019
Q4 		$819K Hold
5,664
– – 0.13% 63
2019
Q3 		$738K Hold
5,664
– – 0.12% 62
2019
Q2 		$791K Buy
5,664
+60
+1% +$7.96K 0.13% 59
2019
Q1 		$622K Sell
5,604
-100
-2% -$11.2K 0.11% 61
2018
Q4 		$625K Hold
5,704
– – 0.12% 59
2018
Q3 		$667K Sell
5,704
-1,125
-16% -$125K 0.12% 61
2018
Q2 		$716K Hold
6,829
– – 0.13% 61
2018
Q1 		$686K Hold
6,829
– – 0.13% 60
2017
Q4 		$734K Hold
6,829
– – 0.13% 59
2017
Q3 		$673K Hold
6,829
– – 0.13% 58
2017
Q2 		$726K Hold
6,829
– – 0.15% 60
2017
Q1 		$774K Hold
6,829
– – 0.16% 58
2016
Q4 		$712K Hold
6,829
– – 0.15% 61
2016
Q3 		$634K Hold
6,829
– – 0.13% 62
2016
Q2 		$668K Hold
6,829
– – 0.15% 63
2016
Q1 		$678K Buy
6,829
+428
+7% +$41.3K 0.15% 63
2015
Q4 		$673K Buy
6,401
+166
+3% +$18.5K 0.15% 62
2015
Q3 		$637K Hold
6,235
– – 0.15% 62
2015
Q2 		$712K Hold
6,235
– – 0.17% 63
2015
Q1 		$654K Sell
6,235
-400
-6% -$40.4K 0.16% 63
2014
Q4 		$625K Hold
6,635
– – 0.15% 62
2014
Q3 		$591K Hold
6,635
– – 0.15% 62
2014
Q2 		$569K Hold
6,635
– – 0.14% 62
2014
Q1 		$531K Hold
6,635
– – 0.14% 63
2013
Q4 		$507K Hold
6,635
– – 0.13% 64
2013
Q3 		$428K Hold
6,635
– – 0.12% 67
2013
Q2 		$419K Buy
+6,635
New +$419K 0.13% 68

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

Harvey Investment Company's DIS Position: Q2 2026 in Review

Harvey Investment Company held its Walt Disney (DIS) position steady in Q2 2026 at 4,606 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #83.

Harvey Investment Company first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.11M in Q1 2021. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Harvey Investment Company held 4,606 shares of Walt Disney worth $443K as of Q2 2026.
  • Harvey Investment Company left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.05% of Harvey Investment Company's portfolio in Q2 2026, its #83 holding.
  • Harvey Investment Company first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Harvey Investment Company's Walt Disney position peaked at $1.11M in Q1 2021.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.