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Kesler Norman & Wride’s Walt Disney DIS Stock Holding History

Kesler Norman & Wride’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
2024
Q4 		– Sell
-2,210
Closed -$213K – 227
2024
Q3 		$213K Sell
2,210
-281
-11% -$25.9K 0.04% 219
2024
Q2 		$247K Sell
2,491
-111
-4% -$11.9K 0.05% 162
2024
Q1 		$318K Sell
2,602
-43
-2% -$4.49K 0.07% 142
2023
Q4 		$239K Sell
2,645
-3,146
-54% -$277K 0.05% 149
2023
Q3 		$469K Buy
5,791
+705
+14% +$60.2K 0.12% 132
2023
Q2 		$454K Sell
5,086
-299
-6% -$28.3K 0.11% 131
2023
Q1 		$539K Sell
5,385
-180
-3% -$18.1K 0.14% 128
2022
Q4 		$483K Sell
5,565
-25,958
-82% -$2.48M 0.12% 129
2022
Q3 		$2.97M Buy
31,523
+1,598
+5% +$171K 0.83% 54
2022
Q2 		$2.83M Buy
29,925
+2,302
+8% +$256K 0.78% 60
2022
Q1 		$3.79M Buy
27,623
+1,375
+5% +$199K 0.84% 55
2021
Q4 		$4.07M Buy
26,248
+1,368
+5% +$221K 0.86% 54
2021
Q3 		$4.21M Buy
24,880
+650
+3% +$116K 0.99% 41
2021
Q2 		$4.26M Buy
24,230
+720
+3% +$129K 0.98% 42
2021
Q1 		$4.34M Sell
23,510
-1,097
-4% -$202K 1.08% 28
2020
Q4 		$4.46M Buy
+24,607
New +$3.53M 1.24% 26

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kesler Norman & Wride's DIS Position: Q4 2024 in Review

Kesler Norman & Wride sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,210 shares — an estimated $213K sold.

Kesler Norman & Wride first reported a position in DIS in Q4 2020 and held it in 16 quarters. The position peaked at $4.46M in Q4 2020. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Kesler Norman & Wride reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 2,210 Walt Disney shares in Q4 2024, an estimated $213K.
  • Kesler Norman & Wride first reported a position in Walt Disney in Q4 2020 and held it in 16 quarters.
  • Kesler Norman & Wride's Walt Disney position peaked at $4.46M in Q4 2020.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.