Kelleher Financial Advisors’s Walt Disney DIS Stock Holding History

Kelleher Financial Advisors’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	$733K	Buy	7,616 +3,825	+101%	+$390K	0.1%	135
2026 Q1	$379K	Buy	3,791 +56	+1%	+$5.92K	0.1%	142
2025 Q4	$425K	Buy	3,735 +3,131	+518%	+$345K	0.1%	131
2025 Q3	$69.2K	Sell	604 -2,582	-81%	-$304K	0.02%	302
2025 Q2	$395K	Sell	3,186 -1,546	-33%	-$161K	0.14%	96
2025 Q1	$467K	Buy	4,732 +204	+5%	+$21.9K	0.19%	73
2024 Q4	$504K	Sell	4,528 -117	-3%	-$12.3K	0.19%	72
2024 Q3	$447K	Sell	4,645 -22	-0.5%	-$2.02K	0.17%	75
2024 Q2	$463K	Sell	4,667 -743	-14%	-$80K	0.19%	73
2024 Q1	$662K	Buy	5,410 +1,794	+50%	+$187K	0.27%	57
2023 Q4	$326K	Buy	3,616 +9	+0.2%	+$793	0.15%	80
2023 Q3	$292K	Buy	3,607 +10	+0.3%	+$854	0.15%	80
2023 Q2	$321K	Buy	3,597 +302	+9%	+$28.6K	0.19%	82
2023 Q1	$330K	Buy	+3,295	New	+$332K	0.22%	79
2022 Q3	–	Sell	-19,116	Closed	-$1.8M	–	129
2022 Q2	$1.8M	Buy	19,116 +1,836	+11%	+$204K	0.81%	20
2022 Q1	$2.37M	Sell	17,280 -35	-0.2%	-$5.06K	1.31%	14
2021 Q4	$2.68M	Sell	17,315 -4,009	-19%	-$647K	1.43%	13
2021 Q3	$3.61M	Buy	21,324 +3,277	+18%	+$584K	1.59%	10
2021 Q2	$3.17M	Buy	18,047 +4,303	+31%	+$774K	1.78%	9
2021 Q1	$2.54M	Buy	13,744 +3,535	+35%	+$652K	1.63%	13
2020 Q4	$1.85M	Buy	10,209 +1,699	+20%	+$244K	1.39%	14
2020 Q3	$1.05M	Buy	+8,510	New	+$1.06M	0.87%	22
2017 Q1	–	Sell	-9,321	Closed	-$971K	–	100
2016 Q4	$971K	Sell	9,321 -790	-8%	-$77K	0.54%	55
2016 Q3	$938K	Buy	10,111 +792	+8%	+$75.8K	0.53%	47
2016 Q2	$911K	Sell	9,319 -1,292	-12%	-$129K	0.55%	46
2016 Q1	$1.05M	Buy	10,611 +1,294	+14%	+$125K	0.58%	45
2015 Q4	$979K	Hold	9,317	–	–	0.66%	44
2015 Q3	$952K	Sell	9,317 -48	-0.5%	-$5.23K	0.63%	47
2015 Q2	$1.07M	Hold	9,365	–	–	0.61%	46
2015 Q1	$982K	Sell	9,365 -1,065	-10%	-$107K	0.54%	50
2014 Q4	$982K	Hold	10,430	–	–	0.53%	50
2014 Q3	$953K	Hold	10,430	–	–	0.52%	52
2014 Q2	$894K	Hold	10,430	–	–	0.47%	50
2014 Q1	$835K	Buy	10,430 +3	+0%	+$233	0.45%	48
2013 Q4	$797K	Sell	10,427 -5,000	-32%	-$346K	0.41%	48
2013 Q3	$995K	Hold	15,427	–	–	0.57%	48
2013 Q2	$974K	Buy	+15,427	New	+$975K	0.59%	47

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

Kelleher Financial Advisors's DIS Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Walt Disney (DIS) stake by 101% in Q2 2026, buying an estimated $390K and bringing the position to 7,616 shares worth $733K. The position accounts for 0.1% of the portfolio, ranked #135.

Kelleher Financial Advisors first reported a position in DIS in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.61M in Q3 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Kelleher Financial Advisors held 7,616 shares of Walt Disney worth $733K as of Q2 2026.
Kelleher Financial Advisors bought 3,825 Walt Disney shares in Q2 2026, an estimated $390K.
Walt Disney made up 0.1% of Kelleher Financial Advisors's portfolio in Q2 2026, its #135 holding.
Kelleher Financial Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 37 quarters since.
Kelleher Financial Advisors's Walt Disney position peaked at $3.61M in Q3 2021.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.