JGC
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J. Goldman & Co’s Walt Disney DIS Stock Holding History

J. Goldman & Co’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
2025
Q1 		– Sell
-87,600
Closed -$9.75M – 515
2024
Q4 		$9.75M Buy
+87,600
New +$9.2M 0.25% 118
2022
Q4 		– Sell
-324,700
Closed -$30.6M – 402
2022
Q3 		$30.6M Sell
324,700
-732,800
-69% -$78.4M 1.46% 8
2022
Q2 		$99.8M Buy
1,057,500
+713,800
+208% +$79.2M 4.85% 1
2022
Q1 		$47.1M Buy
343,700
+208,700
+155% +$30.2M 2.15% 5
2021
Q4 		$20.9M Buy
+135,000
New +$21.8M 1.15% 14
2020
Q4 		– Sell
-9,900
Closed -$1.23M – 402
2020
Q3 		$1.23M Sell
9,900
-302,600
-97% -$37.8M 0.08% 202
2020
Q2 		$34.8M Sell
312,500
-135,000
-30% -$14.9M 2.16% 5
2020
Q1 		$43.2M Buy
+447,500
New +$56.6M 5.21% 1
2019
Q4 		– Sell
-250,000
Closed -$32.6M – 275
2019
Q3 		$32.6M Buy
250,000
+201,500
+415% +$27.9M 2.45% 3
2019
Q2 		$6.77M Sell
48,500
-366,500
-88% -$48.6M 0.47% 73
2019
Q1 		$46.1M Buy
415,000
+283,500
+216% +$31.7M 2.6% 4
2018
Q4 		$14.4M Buy
131,500
+96,500
+276% +$11M 1.11% 18
2018
Q3 		$4.09M Sell
35,000
-394,500
-92% -$43.9M 0.29% 113
2018
Q2 		$45M Buy
+429,500
New +$43.9M 2.32% 1

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

J. Goldman & Co's DIS Position: Q4 2025 in Review

J. Goldman & Co sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 179,040 shares — an estimated $20.5M sold.

J. Goldman & Co first reported a position in DIS in Q3 2013 and held it in 27 quarters. The position peaked at $111M in Q4 2024. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • J. Goldman & Co reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • J. Goldman & Co sold 179,040 Walt Disney shares in Q4 2025, an estimated $20.5M.
  • J. Goldman & Co first reported a position in Walt Disney in Q3 2013 and held it in 27 quarters.
  • J. Goldman & Co's Walt Disney position peaked at $111M in Q4 2024.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.