JKA
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Jones Kertz & Associates’s Walt Disney DIS Stock Holding History

Jones Kertz & Associates’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 		$1.1M Sell
11,418
-2,405
-17% -$245K 0.51% 46
2026
Q1 		$1.33M Hold
13,823
– – 0.71% 43
2025
Q4 		$1.57M Buy
+13,823
New +$1.52M 0.81% 35

Other funds holding DIS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Jones Kertz & Associates's DIS Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Walt Disney (DIS) stake by 17% in Q2 2026, selling an estimated $245K and leaving 11,418 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #46.

Jones Kertz & Associates first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Jones Kertz & Associates held 11,418 shares of Walt Disney worth $1.1M as of Q2 2026.
  • Jones Kertz & Associates sold 2,405 Walt Disney shares in Q2 2026, an estimated $245K.
  • Walt Disney made up 0.51% of Jones Kertz & Associates's portfolio in Q2 2026, its #46 holding.
  • Jones Kertz & Associates first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Walt Disney position peaked at $1.57M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.