Kessler Investment Group’s Walt Disney DIS Stock Holding History

Kessler Investment 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
2025 Q3	–	Sell	-273	Closed	-$33.9K	–	114
2025 Q2	$33.9K	Hold	273	–	–	0.01%	111
2025 Q1	$27K	Buy	273 +200	+274%	+$21.5K	0.01%	118
2024 Q4	$8.15K	Hold	73	–	–	﹤0.01%	128
2024 Q3	$7.04K	Sell	73 -54	-43%	-$4.97K	﹤0.01%	130
2024 Q2	$12.6K	Hold	127	–	–	0.01%	125
2024 Q1	$15.6K	Hold	127	–	–	0.01%	116
2023 Q4	$11.5K	Hold	127	–	–	0.01%	125
2023 Q3	$10.3K	Hold	127	–	–	0.01%	112
2023 Q2	$11.4K	Hold	127	–	–	0.01%	118
2023 Q1	$12.7K	Hold	127	–	–	0.01%	122
2022 Q4	$11K	Hold	127	–	–	0.01%	113
2022 Q3	$12K	Hold	127	–	–	0.01%	126
2022 Q2	$12K	Sell	127 -219	-63%	-$24.3K	0.01%	117
2022 Q1	$47K	Sell	346 -1,707	-83%	-$247K	0.03%	103
2021 Q4	$318K	Buy	2,053 +1,480	+258%	+$239K	0.18%	58
2021 Q3	$97K	Hold	573	–	–	0.07%	90
2021 Q2	$101K	Hold	573	–	–	0.08%	67
2021 Q1	$106K	Sell	573 -15	-3%	-$2.77K	0.14%	40
2020 Q4	$107K	Hold	588	–	–	0.11%	45
2020 Q3	$73K	Buy	588 +476	+425%	+$59.5K	0.08%	55
2020 Q2	$12K	Sell	112 -35,954	-100%	-$3.97M	0.01%	89
2020 Q1	$3.48M	Buy	36,066 +12,067	+50%	+$1.53M	4.57%	7
2019 Q4	$3.47M	Sell	23,999 -1,832	-7%	-$256K	3.57%	9
2019 Q3	$3.37M	Buy	25,831 +25,719	+22,963%	+$3.56M	3.76%	7
2019 Q2	$16K	Hold	112	–	–	0.02%	93
2019 Q1	$12K	Hold	112	–	–	0.01%	99
2018 Q4	$12K	Hold	112	–	–	0.02%	85
2018 Q3	$13K	Hold	112	–	–	0.01%	110
2018 Q2	$12K	Hold	112	–	–	0.01%	117
2018 Q1	$11K	Hold	112	–	–	0.01%	87
2017 Q4	$12K	Hold	112	–	–	0.02%	80
2017 Q3	$11K	Hold	112	–	–	0.01%	78
2017 Q2	$12K	Buy	112 +54	+93%	+$5.91K	0.02%	70
2017 Q1	$7K	Hold	58	–	–	0.01%	80
2016 Q4	$6K	Hold	58	–	–	0.01%	79
2016 Q3	$5K	Hold	58	–	–	0.01%	77
2016 Q2	$6K	Hold	58	–	–	0.01%	79
2016 Q1	$6K	Hold	58	–	–	0.01%	80
2015 Q4	$6K	Sell	58 -18,526	-100%	-$2.06M	0.01%	82
2015 Q3	$1.9M	Buy	18,584 +383	+2%	+$41.7K	3.13%	7
2015 Q2	$2.08M	Buy	18,201 +330	+2%	+$36.2K	3.31%	5
2015 Q1	$1.87M	Buy	17,871 +536	+3%	+$54.1K	3.18%	7
2014 Q4	$1.63M	Buy	17,335 +1,000	+6%	+$90.2K	2.67%	10
2014 Q3	$1.45M	Buy	16,335 +245	+2%	+$21.6K	2.56%	8
2014 Q2	$1.38M	Buy	16,090 +396	+3%	+$32.3K	2.43%	12
2014 Q1	$1.26M	Buy	15,694 +15,636	+26,959%	+$1.21M	2.66%	15
2013 Q4	$4K	Sell	58 -46	-44%	-$3.19K	0.01%	94
2013 Q3	$7K	Buy	104 +46	+79%	+$2.95K	0.02%	121
2013 Q2	$4K	Buy	+58	New	+$3.66K	0.01%	66

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

Kessler Investment Group's DIS Position: Q3 2025 in Review

Kessler Investment Group sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 273 shares — an estimated $33.9K sold.

Kessler Investment Group first reported a position in DIS in Q2 2013 and held it in 49 quarters. The position peaked at $3.48M in Q1 2020. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Kessler Investment Group reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 273 Walt Disney shares in Q3 2025, an estimated $33.9K.
Kessler Investment Group first reported a position in Walt Disney in Q2 2013 and held it in 49 quarters.
Kessler Investment Group's Walt Disney position peaked at $3.48M in Q1 2020.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.