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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
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 		$4.47M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Key Financial Inc's DIS Position: Q1 2026 in Review

Key Financial Inc reduced its Walt Disney (DIS) stake by 0.16% in Q1 2026, selling an estimated $1.06K and leaving 6,361 shares worth $613K. The position accounts for 0.11% of the portfolio, ranked #158.

Key Financial Inc first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.3M in Q4 2019. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Key Financial Inc held 6,361 shares of Walt Disney worth $613K as of Q1 2026.
  • Key Financial Inc sold 10 Walt Disney shares in Q1 2026, an estimated $1.06K.
  • Walt Disney made up 0.11% of Key Financial Inc's portfolio in Q1 2026, its #158 holding.
  • Key Financial Inc first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Walt Disney position peaked at $21.3M in Q4 2019.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.