HVP
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Hudson Value Partners’s Walt Disney DIS Stock Holding History

Hudson Value Partners’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 		$678K Sell
7,039
-1,175
-14% -$120K 0.17% 72
2026
Q1 		$792K Sell
8,214
-680
-8% -$71.9K 0.24% 67
2025
Q4 		$1.02M Buy
8,894
+852
+11% +$93.8K 0.3% 66
2025
Q3 		$921K Hold
8,042
– – 0.29% 70
2025
Q2 		$997K Sell
8,042
-1,248
-13% -$130K 0.34% 60
2025
Q1 		$917K Sell
9,290
-825
-8% -$88.7K 0.34% 61
2024
Q4 		$1.13M Sell
10,115
-5,938
-37% -$624K 0.42% 55
2024
Q3 		$1.54M Sell
16,053
-446
-3% -$41K 0.6% 41
2024
Q2 		$1.64M Buy
16,499
+60
+0.4% +$6.46K 0.69% 39
2024
Q1 		$2.01M Hold
16,439
– – 0.85% 38
2023
Q4 		$1.48M Sell
16,439
-445
-3% -$39.2K 0.69% 43
2023
Q3 		$1.37M Buy
16,884
+710
+4% +$60.6K 0.72% 41
2023
Q2 		$1.44M Buy
16,174
+142
+0.9% +$13.5K 0.74% 40
2023
Q1 		$1.61M Buy
16,032
+378
+2% +$38.1K 0.91% 34
2022
Q4 		$1.36M Sell
15,654
-85
-0.5% -$8.13K 0.84% 36
2022
Q3 		$1.49M Buy
15,739
+450
+3% +$48.2K 1% 32
2022
Q2 		$1.44M Sell
15,289
-760
-5% -$84.4K 0.92% 35
2022
Q1 		$2.2M Buy
16,049
+100
+0.6% +$14.5K 1.13% 33
2021
Q4 		$2.47M Buy
15,949
+550
+4% +$88.8K 1.2% 29
2021
Q3 		$2.6M Sell
15,399
-100
-0.6% -$17.8K 1.43% 23
2021
Q2 		$2.72M Sell
15,499
-2
-0% -$360 1.5% 20
2021
Q1 		$2.86M Hold
15,501
– – 1.73% 18
2020
Q4 		$2.81M Buy
+15,501
New +$2.22M 1.88% 16

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

Hudson Value Partners's DIS Position: Q2 2026 in Review

Hudson Value Partners reduced its Walt Disney (DIS) stake by 14% in Q2 2026, selling an estimated $120K and leaving 7,039 shares worth $678K. The position accounts for 0.17% of the portfolio, ranked #72.

Hudson Value Partners first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.86M in Q1 2021. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Hudson Value Partners held 7,039 shares of Walt Disney worth $678K as of Q2 2026.
  • Hudson Value Partners sold 1,175 Walt Disney shares in Q2 2026, an estimated $120K.
  • Walt Disney made up 0.17% of Hudson Value Partners's portfolio in Q2 2026, its #72 holding.
  • Hudson Value Partners first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Hudson Value Partners's Walt Disney position peaked at $2.86M in Q1 2021.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.