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Hoertkorn Richard Charles’s Walt Disney DIS Stock Holding History

Hoertkorn Richard Charles’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 		– Sell
-4,662
Closed -$449K – 76
2026
Q1 		$449K Sell
4,662
-2,975
-39% -$314K 0.37% 33
2025
Q4 		$869K Sell
7,637
-1,700
-18% -$187K 0.34% 33
2025
Q3 		$1.07M Sell
9,337
-3,534
-27% -$416K 0.41% 33
2025
Q2 		$1.6M Sell
12,871
-3,250
-20% -$338K 0.68% 28
2025
Q1 		$1.59M Sell
16,121
-800
-5% -$86K 0.74% 27
2024
Q4 		$1.88M Sell
16,921
-1,377
-8% -$145K 0.77% 25
2024
Q3 		$1.76M Sell
18,298
-316
-2% -$29.1K 0.76% 25
2024
Q2 		$1.85M Sell
18,614
-300
-2% -$32.3K 0.8% 24
2024
Q1 		$2.31M Sell
18,914
-1,250
-6% -$131K 0.99% 23
2023
Q4 		$1.82M Hold
20,164
– – 0.82% 24
2023
Q3 		$1.63M Buy
20,164
+300
+2% +$25.6K 0.82% 25
2023
Q2 		$1.77M Buy
19,864
+370
+2% +$35.1K 0.85% 24
2023
Q1 		$1.95M Hold
19,494
– – 1.01% 24
2022
Q4 		$1.69M Buy
19,494
+5,350
+38% +$512K 0.9% 26
2022
Q3 		$1.33M Buy
14,144
+2,833
+25% +$303K 0.76% 27
2022
Q2 		$1.07M Sell
11,311
-374
-3% -$41.5K 0.59% 31
2022
Q1 		$1.6M Sell
11,685
-500
-4% -$72.3K 0.7% 30
2021
Q4 		$1.89M Buy
12,185
+100
+0.8% +$16.1K 0.76% 26
2021
Q3 		$2.04M Buy
12,085
+50
+0.4% +$8.91K 0.92% 23
2021
Q2 		$2.12M Sell
12,035
-35
-0.3% -$6.29K 0.95% 24
2021
Q1 		$2.23M Hold
12,070
– – 1.1% 24
2020
Q4 		$2.19M Hold
12,070
– – 1.2% 23
2020
Q3 		$1.5M Buy
12,070
+1
+0% +$125 0.99% 21
2020
Q2 		$1.35M Buy
12,069
+150
+1% +$16.6K 0.92% 23
2020
Q1 		$1.15M Buy
11,919
+1
+0% +$126 0.94% 23
2019
Q4 		$1.72M Sell
11,918
-50
-0.4% -$6.98K 1.06% 22
2019
Q3 		$1.56M Buy
11,968
+15
+0.1% +$2.07K 1.01% 24
2019
Q2 		$1.67M Sell
11,953
-167
-1% -$22.1K 1.11% 25
2019
Q1 		$1.35M Buy
12,120
+3,065
+34% +$343K 0.89% 27
2018
Q4 		$993K Buy
9,055
+250
+3% +$28.4K 0.7% 31
2018
Q3 		$1.03M Buy
8,805
+475
+6% +$52.9K 0.61% 34
2018
Q2 		$873K Buy
8,330
+925
+12% +$94.6K 0.53% 38
2018
Q1 		$744K Hold
7,405
– – 0.46% 40
2017
Q4 		$796K Buy
7,405
+7,305
+7,305% +$753K 0.47% 41
2017
Q3 		$10K Hold
100
– – 0.01% 85
2017
Q2 		$11K Hold
100
– – 0.01% 82
2017
Q1 		$11K Hold
100
– – 0.01% 80
2016
Q4 		$10K Hold
100
– – 0.01% 82
2016
Q3 		$9K Hold
100
– – 0.01% 84
2016
Q2 		$10K Hold
100
– – 0.01% 87
2016
Q1 		$10K Hold
100
– – 0.01% 86
2015
Q4 		$10K Buy
+100
New +$11.1K 0.01% 91

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

Hoertkorn Richard Charles's DIS Position: Q2 2026 in Review

Hoertkorn Richard Charles sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 4,662 shares — an estimated $449K sold.

Hoertkorn Richard Charles first reported a position in DIS in Q4 2015 and held it in 42 quarters. The position peaked at $2.31M in Q1 2024. 844 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Hoertkorn Richard Charles reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 4,662 Walt Disney shares in Q2 2026, an estimated $449K.
  • Hoertkorn Richard Charles first reported a position in Walt Disney in Q4 2015 and held it in 42 quarters.
  • Hoertkorn Richard Charles's Walt Disney position peaked at $2.31M in Q1 2024.
  • 844 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.