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Jackson Grant Investment Advisers’s Walt Disney DIS Stock Holding History

Jackson Grant Investment Advisers’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 		$400K Buy
4,157
+11
+0.3% +$1.12K 0.12% 85
2026
Q1 		$400K Sell
4,146
-23
-0.6% -$2.43K 0.13% 82
2025
Q4 		$474K Sell
4,169
-469
-10% -$51.7K 0.16% 75
2025
Q3 		$531K Buy
4,638
+1
+0% +$118 0.18% 74
2025
Q2 		$575K Hold
4,637
– – 0.21% 61
2025
Q1 		$458K Buy
4,637
+1
+0% +$107 0.18% 66
2024
Q4 		$516K Buy
4,636
+25
+0.5% +$2.63K 0.2% 64
2024
Q3 		$444K Sell
4,611
-2,008
-30% -$185K 0.17% 69
2024
Q2 		$657K Hold
6,619
– – 0.27% 59
2024
Q1 		$810K Buy
6,619
+1
+0% +$104 0.33% 49
2023
Q4 		$598K Hold
6,618
– – 0.26% 55
2023
Q3 		$536K Hold
6,618
– – 0.26% 54
2023
Q2 		$591K Sell
6,618
-251
-4% -$23.8K 0.27% 54
2023
Q1 		$688K Buy
6,869
+154
+2% +$15.5K 0.32% 52
2022
Q4 		$583K Buy
6,715
+469
+8% +$44.9K 0.28% 56
2022
Q3 		$589K Hold
6,246
– – 0.31% 51
2022
Q2 		$590K Buy
6,246
+52
+0.8% +$5.77K 0.29% 53
2022
Q1 		$850K Hold
6,194
– – 0.36% 46
2021
Q4 		$959K Hold
6,194
– – 0.49% 31
2021
Q3 		$1.05M Sell
6,194
-11
-0.2% -$1.96K 0.47% 36
2021
Q2 		$1.09M Buy
6,205
+11
+0.2% +$1.98K 0.48% 34
2021
Q1 		$1.14M Buy
6,194
+15
+0.2% +$2.77K 0.53% 32
2020
Q4 		$1.12M Buy
6,179
+256
+4% +$36.7K 0.57% 30
2020
Q3 		$735K Hold
5,923
– – 0.44% 38
2020
Q2 		$660K Hold
5,923
– – 0.42% 38
2020
Q1 		$572K Buy
5,923
+23
+0.4% +$2.91K 0.42% 38
2019
Q4 		$853K Hold
5,900
– – 0.46% 36
2019
Q3 		$769K Buy
5,900
+23
+0.4% +$3.18K 0.44% 37
2019
Q2 		$821K Hold
5,877
– – 0.48% 34
2019
Q1 		$652K Buy
5,877
+1,970
+50% +$220K 0.39% 39
2018
Q4 		$428K Buy
3,907
+201
+5% +$22.9K 0.3% 48
2018
Q3 		$433K Buy
3,706
+28
+0.8% +$3.12K 0.27% 51
2018
Q2 		$386K Sell
3,678
-55
-1% -$5.63K 0.27% 49
2018
Q1 		$375K Buy
3,733
+83
+2% +$8.82K 0.26% 50
2017
Q4 		$392K Buy
3,650
+1,000
+38% +$103K 0.27% 52
2017
Q3 		$261K Buy
2,650
+2,286
+628% +$235K 0.19% 64
2017
Q2 		$39K Sell
364
-364
-50% -$39.9K 0.03% 142
2017
Q1 		$82K Buy
728
+366
+101% +$40.3K 0.07% 107
2016
Q4 		$38K Hold
362
– – 0.03% 132
2016
Q3 		$34K Buy
362
+2
+0.6% +$192 0.03% 132
2016
Q2 		$35K Buy
360
+65
+22% +$6.5K 0.03% 125
2016
Q1 		$29K Sell
295
-489
-62% -$47.2K 0.03% 125
2015
Q4 		$82K Buy
+784
New +$87.4K 0.08% 86

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Jackson Grant Investment Advisers's DIS Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Walt Disney (DIS) stake by 0.27% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,157 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #85.

Jackson Grant Investment Advisers first reported a position in DIS in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.14M in Q1 2021. 1,360 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Jackson Grant Investment Advisers held 4,157 shares of Walt Disney worth $400K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 11 Walt Disney shares in Q2 2026, an estimated $1.12K.
  • Walt Disney made up 0.12% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #85 holding.
  • Jackson Grant Investment Advisers first reported a position in Walt Disney in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's Walt Disney position peaked at $1.14M in Q1 2021.
  • 1,360 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.