InvesTrust’s Walt Disney DIS Stock Holding History

InvesTrust’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 Q3	$2.05M	Sell	19,556 -1,524	-7%	-$156K	0.83%	40
2026 Q2	$2.03M	Sell	21,080 -509	-2%	-$51.9K	0.78%	49
2026 Q1	$2.08M	Sell	21,589 -94	-0.4%	-$9.9K	0.87%	45
2025 Q4	$2.47M	Sell	21,683 -2,397	-10%	-$264K	0.95%	35
2025 Q3	$2.76M	Sell	24,080 -65	-0.3%	-$7.66K	1.01%	33
2025 Q2	$2.99M	Sell	24,145 -39,978	-62%	-$4.15M	1.16%	31
2025 Q1	$6.33M	Buy	64,123 +86	+0.1%	+$9.24K	1.73%	29
2024 Q4	$7.12M	Buy	+64,037	New	+$6.73M	1.98%	20

Other funds holding DIS

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

InvesTrust's DIS Position: Q3 2026 in Review

InvesTrust reduced its Walt Disney (DIS) stake by 7.2% in Q3 2026, selling an estimated $156K and leaving 19,556 shares worth $2.05M. The position accounts for 0.83% of the portfolio, ranked #40.

InvesTrust first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.12M in Q4 2024. 1,392 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

InvesTrust held 19,556 shares of Walt Disney worth $2.05M as of Q3 2026.
InvesTrust sold 1,524 Walt Disney shares in Q3 2026, an estimated $156K.
Walt Disney made up 0.83% of InvesTrust's portfolio in Q3 2026, its #40 holding.
InvesTrust first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Walt Disney position peaked at $7.12M in Q4 2024.
1,392 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.