Key Financial Inc
DIS icon

Key Financial Inc’s Walt Disney DIS Stock Holding History

Key Financial Inc’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
Q3 		$771K Buy
7,348
+1,087
+17% +$111K 0.13% 139
2026
Q2 		$603K Sell
6,261
-100
-2% -$10.2K 0.1% 168
2026
Q1 		$613K Sell
6,361
-10
-0.2% -$1.06K 0.11% 158
2025
Q4 		$725K Buy
6,371
+114
+2% +$12.6K 0.13% 137
2025
Q3 		$707K Sell
6,257
-1,621
-21% -$191K 0.13% 136
2025
Q2 		$977K Sell
7,878
-1,850
-19% -$192K 0.2% 98
2025
Q1 		$960K Sell
9,728
-4,687
-33% -$504K 0.21% 85
2024
Q4 		$1.61M Sell
14,415
-4,871
-25% -$512K 0.36% 56
2024
Q3 		$1.86M Sell
19,286
-4,793
-20% -$441K 0.41% 49
2024
Q2 		$2.39M Sell
24,079
-4,700
-16% -$506K 0.57% 38
2024
Q1 		$3.52M Sell
28,779
-4,699
-14% -$491K 0.9% 24
2023
Q4 		$3.02M Sell
33,478
-4,707
-12% -$415K 0.83% 27
2023
Q3 		$3.09M Sell
38,185
-4,851
-11% -$414K 1.04% 18
2023
Q2 		$3.84M Sell
43,036
-4,583
-10% -$434K 1.27% 17
2023
Q1 		$4.77M Buy
47,619
+176
+0.4% +$17.7K 1.74% 9
2022
Q4 		$4.48M Hold
47,443
– – 2.11% 9
2022
Q3 		$4.48M Buy
47,443
+182
+0.4% +$19.5K 2.1% 9
2022
Q2 		$4.54M Buy
47,261
+351
+0.7% +$39K 2.46% 6
2022
Q1 		$6.43M Sell
46,910
-170
-0.4% -$24.6K 3.2% 5
2021
Q4 		$7.29M Sell
47,080
-72
-0.2% -$11.6K 3.65% 5
2021
Q3 		$7.98M Sell
47,152
-100
-0.2% -$17.8K 4.51% 2
2021
Q2 		$8.32M Buy
47,252
+14
+0% +$2.52K 4.65% 2
2021
Q1 		$8.72M Buy
47,238
+190
+0.4% +$35K 5.75% 2
2020
Q4 		$8.52M Sell
47,048
-2,350
-5% -$337K 6.34% 2
2020
Q3 		$6.13M Sell
49,398
-200
-0.4% -$25K 6.29% 2
2020
Q2 		$5.53M Sell
49,598
-25,837
-34% -$2.85M 6.34% 2
2020
Q1 		$7.53M Sell
75,435
-71,824
-49% -$9.08M 7.72% 2
2019
Q4 		$21.3M Buy
+147,259
New +$20.6M 19.98% 1

Other funds holding DIS

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Key Financial Inc's DIS Position: Q3 2026 in Review

Key Financial Inc increased its Walt Disney (DIS) stake by 17% in Q3 2026, buying an estimated $111K and bringing the position to 7,348 shares worth $771K. The position accounts for 0.13% of the portfolio, ranked #139.

Key Financial Inc first reported a position in DIS in Q4 2019 and has held it in 28 quarters since. The position peaked at $21.3M in Q4 2019. 1,464 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Key Financial Inc held 7,348 shares of Walt Disney worth $771K as of Q3 2026.
  • Key Financial Inc bought 1,087 Walt Disney shares in Q3 2026, an estimated $111K.
  • Walt Disney made up 0.13% of Key Financial Inc's portfolio in Q3 2026, its #139 holding.
  • Key Financial Inc first reported a position in Walt Disney in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's Walt Disney position peaked at $21.3M in Q4 2019.
  • 1,464 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.