Keynote Financial Services’s Walt Disney DIS Stock Holding History

Keynote Financial Services’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	$458K	Hold	4,762	–	–	0.21%	107
2026 Q1	$459K	Sell	4,762 -355	-7%	-$37.5K	0.24%	100
2025 Q4	$582K	Sell	5,117 -2,320	-31%	-$256K	0.33%	83
2025 Q3	$852K	Sell	7,437 -347	-4%	-$40.9K	0.51%	59
2025 Q2	$965K	Sell	7,784 -1,050	-12%	-$109K	0.65%	49
2025 Q1	$872K	Sell	8,834 -20	-0.2%	-$2.15K	0.62%	48
2024 Q4	$986K	Sell	8,854 -266	-3%	-$27.9K	0.76%	40
2024 Q3	$877K	Buy	9,120 +373	+4%	+$34.3K	0.67%	45
2024 Q2	$868K	Hold	8,747	–	–	0.73%	43
2024 Q1	$1.07M	Buy	+8,747	New	+$914K	0.9%	33

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Keynote Financial Services's DIS Position: Q2 2026 in Review

Keynote Financial Services held its Walt Disney (DIS) position steady in Q2 2026 at 4,762 shares worth $458K. The position accounts for 0.21% of the portfolio, ranked #107.

Keynote Financial Services first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Keynote Financial Services held 4,762 shares of Walt Disney worth $458K as of Q2 2026.
Keynote Financial Services left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.21% of Keynote Financial Services's portfolio in Q2 2026, its #107 holding.
Keynote Financial Services first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
Keynote Financial Services's Walt Disney position peaked at $1.07M in Q1 2024.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.