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Hayek Kallen Investment Management’s Walt Disney DIS Stock Holding History

Hayek Kallen Investment 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 		$1.07M Sell
11,134
-228
-2% -$23.2K 0.33% 48
2026
Q1 		$1.09M Buy
+11,362
New +$1.2M 0.36% 49
2025
Q4 		– Sell
-12,032
Closed -$1.38M – 119
2025
Q3 		$1.38M Sell
12,032
-131
-1% -$15.4K 0.43% 46
2025
Q2 		$1.51M Buy
12,163
+1,845
+18% +$192K 0.51% 44
2025
Q1 		$1.02M Sell
10,318
-446
-4% -$47.9K 0.37% 49
2024
Q4 		$1.2M Sell
10,764
-50
-0.5% -$5.25K 0.44% 46
2024
Q3 		$1.04M Buy
10,814
+6
+0.1% +$552 0.37% 50
2024
Q2 		$1.07M Sell
10,808
-200
-2% -$21.5K 0.4% 48
2024
Q1 		$1.35M Buy
11,008
+3
+0% +$313 0.52% 46
2023
Q4 		$994K Sell
11,005
-350
-3% -$30.9K 0.42% 46
2023
Q3 		$920K Buy
11,355
+1,980
+21% +$169K 0.41% 47
2023
Q2 		$837K Buy
9,375
+570
+6% +$54K 0.36% 50
2023
Q1 		$882K Buy
8,805
+520
+6% +$52.4K 0.4% 49
2022
Q4 		$720K Buy
8,285
+40
+0.5% +$3.83K 0.33% 54
2022
Q3 		$778K Buy
8,245
+400
+5% +$42.8K 0.37% 51
2022
Q2 		$741K Sell
7,845
-275
-3% -$30.5K 0.32% 53
2022
Q1 		$1.11M Buy
8,120
+90
+1% +$13K 0.41% 52
2021
Q4 		$1.24M Buy
8,030
+520
+7% +$84K 0.44% 50
2021
Q3 		$1.27M Buy
7,510
+43
+0.6% +$7.67K 0.58% 44
2021
Q2 		$1.31M Hold
7,467
– – 0.55% 47
2021
Q1 		$1.38M Hold
7,467
– – 0.62% 46
2020
Q4 		$1.35M Buy
7,467
+55
+0.7% +$7.89K 0.65% 44
2020
Q3 		$920K Buy
7,412
+305
+4% +$38.1K 0.51% 44
2020
Q2 		$793K Buy
7,107
+750
+12% +$82.8K 0.45% 48
2020
Q1 		$614K Buy
+6,357
New +$804K 0.41% 46

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hayek Kallen Investment Management's DIS Position: Q2 2026 in Review

Hayek Kallen Investment Management reduced its Walt Disney (DIS) stake by 2% in Q2 2026, selling an estimated $23.2K and leaving 11,134 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #48.

Hayek Kallen Investment Management first reported a position in DIS in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.51M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Hayek Kallen Investment Management held 11,134 shares of Walt Disney worth $1.07M as of Q2 2026.
  • Hayek Kallen Investment Management sold 228 Walt Disney shares in Q2 2026, an estimated $23.2K.
  • Walt Disney made up 0.33% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #48 holding.
  • Hayek Kallen Investment Management first reported a position in Walt Disney in Q1 2020 and has held it in 25 quarters since.
  • Hayek Kallen Investment Management's Walt Disney position peaked at $1.51M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.