KMWM
DIS icon

Keudell/Morrison Wealth Management’s Walt Disney DIS Stock Holding History

Keudell/Morrison Wealth Management’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 		$396K Sell
4,118
-366
-8% -$37.3K 0.07% 166
2026
Q1 		$432K Buy
4,484
+618
+16% +$65.3K 0.09% 144
2025
Q4 		$440K Buy
+3,866
New +$426K 0.09% 146
2025
Q2 		$508K Buy
4,094
+415
+11% +$43.1K 0.11% 119
2025
Q1 		$363K Buy
3,679
+963
+35% +$103K 0.09% 142
2024
Q4 		$302K Sell
2,716
-307
-10% -$32.3K 0.08% 159
2024
Q3 		$291K Sell
3,023
-8
-0.3% -$736 0.08% 167
2024
Q2 		$301K Buy
3,031
+36
+1% +$3.88K 0.09% 156
2024
Q1 		$367K Buy
2,995
+188
+7% +$19.6K 0.11% 140
2023
Q4 		$253K Sell
2,807
-265
-9% -$23.4K 0.08% 168
2023
Q3 		$249K Sell
3,072
-20
-0.6% -$1.71K 0.08% 156
2023
Q2 		$276K Sell
3,092
-145
-4% -$13.7K 0.08% 154
2023
Q1 		$324K Sell
3,237
-3
-0.1% -$302 0.1% 136
2022
Q4 		$281K Sell
3,240
-785
-20% -$75.1K 0.09% 145
2022
Q3 		$380K Sell
4,025
-30
-0.7% -$3.21K 0.14% 111
2022
Q2 		$383K Sell
4,055
-318
-7% -$35.3K 0.14% 112
2022
Q1 		$600K Buy
4,373
+395
+10% +$57.1K 0.25% 88
2021
Q4 		$616K Buy
3,978
+258
+7% +$41.7K 0.24% 84
2021
Q3 		$629K Sell
3,720
-37
-1% -$6.59K 0.27% 84
2021
Q2 		$660K Sell
3,757
-97
-3% -$17.4K 0.36% 80
2021
Q1 		$711K Sell
3,854
-521
-12% -$96.1K 0.41% 76
2020
Q4 		$793K Sell
4,375
-23
-0.5% -$3.3K 0.5% 65
2020
Q3 		$546K Sell
4,398
-430
-9% -$53.7K 0.35% 78
2020
Q2 		$538K Sell
4,828
-639
-12% -$70.5K 0.45% 75
2020
Q1 		$528K Buy
5,467
+383
+8% +$48.4K 0.52% 69
2019
Q4 		$735K Sell
5,084
-25
-0.5% -$3.49K 0.51% 64
2019
Q3 		$666K Buy
5,109
+228
+5% +$31.5K 0.55% 63
2019
Q2 		$658K Buy
4,881
+98
+2% +$13K 0.58% 60
2019
Q1 		$531K Buy
+4,783
New +$535K 0.47% 73

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Keudell/Morrison Wealth Management's DIS Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Walt Disney (DIS) stake by 8.2% in Q2 2026, selling an estimated $37.3K and leaving 4,118 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #166.

Keudell/Morrison Wealth Management first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $793K in Q4 2020. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,118 shares of Walt Disney worth $396K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 366 Walt Disney shares in Q2 2026, an estimated $37.3K.
  • Walt Disney made up 0.07% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Keudell/Morrison Wealth Management first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Walt Disney position peaked at $793K in Q4 2020.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.