Kahn Brothers’s Walt Disney DIS Stock Holding History

Kahn Brothers’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	$34.6M	Sell	359,092 -19,817	-5%	-$2.02M	5.46%	7
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kahn Brothers's DIS Position: Q2 2026 in Review

Kahn Brothers reduced its Walt Disney (DIS) stake by 5.2% in Q2 2026, selling an estimated $2.02M and leaving 359,092 shares worth $34.6M. The position accounts for 5.46% of the portfolio, ranked #7.

Kahn Brothers first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $48.7M in Q2 2025. 2,923 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Kahn Brothers held 359,092 shares of Walt Disney worth $34.6M as of Q2 2026.
Kahn Brothers sold 19,817 Walt Disney shares in Q2 2026, an estimated $2.02M.
Walt Disney made up 5.46% of Kahn Brothers's portfolio in Q2 2026, its #7 holding.
Kahn Brothers first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
Kahn Brothers's Walt Disney position peaked at $48.7M in Q2 2025.
2,923 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kahn Brothers Group's 13F filing for Q2 2026, filed 14 Aug 2026.