Kahn Brothers Group’s Walt Disney DIS Stock Holding History

Kahn Brothers Group’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 Q1	$36.5M	Sell	378,909 -15,460	-4%	-$1.63M	6.47%	4
2025 Q4	$44.9M	Sell	394,369 -155	-0%	-$17.1K	7.95%	5
2025 Q3	$45.2M	Buy	394,524 +2,074	+0.5%	+$244K	8.49%	4
2025 Q2	$48.7M	Buy	392,450 +44,275	+13%	+$4.6M	9.77%	3
2025 Q1	$34.4M	Sell	348,175 -4,851	-1%	-$521K	6.95%	8
2024 Q4	$39.3M	Sell	353,026 -52,419	-13%	-$5.51M	8.54%	3
2024 Q3	$39M	Buy	405,445 +184,542	+84%	+$17M	6.72%	8
2024 Q2	$21.9M	Buy	220,903 +126,971	+135%	+$13.7M	3.69%	14
2024 Q1	$11.5M	Buy	+93,932	New	+$9.81M	1.7%	16

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kahn Brothers Group's DIS Position: Q1 2026 in Review

Kahn Brothers Group reduced its Walt Disney (DIS) stake by 3.9% in Q1 2026, selling an estimated $1.63M and leaving 378,909 shares worth $36.5M. The position accounts for 6.47% of the portfolio, ranked #4.

Kahn Brothers Group first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $48.7M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Kahn Brothers Group held 378,909 shares of Walt Disney worth $36.5M as of Q1 2026.
Kahn Brothers Group sold 15,460 Walt Disney shares in Q1 2026, an estimated $1.63M.
Walt Disney made up 6.47% of Kahn Brothers Group's portfolio in Q1 2026, its #4 holding.
Kahn Brothers Group first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
Kahn Brothers Group's Walt Disney position peaked at $48.7M in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kahn Brothers Group's 13F filing for Q1 2026, filed 8 May 2026.