Kathleen S. Wright Associates’s Walt Disney DIS Stock Holding History

Kathleen S. Wright 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
2025 Q3	$352K	Hold	3,075	–	–	0.13%	89
2025 Q2	$381K	Hold	3,075	–	–	0.15%	85
2025 Q1	$304K	Sell	3,075 -100	-3%	-$10.7K	0.13%	92
2024 Q4	$354K	Hold	3,175	–	–	0.15%	88
2024 Q3	$305K	Hold	3,175	–	–	0.13%	94
2024 Q2	$315K	Hold	3,175	–	–	0.14%	90
2024 Q1	$388K	Hold	3,175	–	–	0.18%	82
2023 Q4	$287K	Sell	3,175 -106	-3%	-$9.35K	0.15%	89
2023 Q3	$266K	Sell	3,281 -694	-17%	-$59.3K	0.15%	90
2023 Q2	$355K	Hold	3,975	–	–	0.23%	68
2023 Q1	$398K	Sell	3,975 -405	-9%	-$40.8K	0.26%	66
2022 Q4	$381K	Sell	4,380 -320	-7%	-$30.6K	0.26%	70
2022 Q3	$443K	Sell	4,700 -500	-10%	-$53.5K	0.36%	60
2022 Q2	$491K	Sell	5,200 -700	-12%	-$77.7K	0.41%	54
2022 Q1	$809K	Buy	5,900 +951	+19%	+$137K	0.59%	41
2021 Q4	$767K	Buy	+4,949	New	+$799K	0.56%	43

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Kathleen S. Wright Associates's DIS Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Walt Disney (DIS) position steady in Q3 2025 at 3,075 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #89.

Kathleen S. Wright Associates first reported a position in DIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $809K in Q1 2022. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Kathleen S. Wright Associates held 3,075 shares of Walt Disney worth $352K as of Q3 2025.
Kathleen S. Wright Associates left its Walt Disney share count unchanged in Q3 2025.
Walt Disney made up 0.13% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #89 holding.
Kathleen S. Wright Associates first reported a position in Walt Disney in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Walt Disney position peaked at $809K in Q1 2022.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.