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KMG Fiduciary Partners’s Walt Disney DIS Stock Holding History

KMG Fiduciary Partners’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 		$760K Sell
7,900
-25,761
-77% -$2.63M 0.07% 136
2026
Q1 		$3.24M Sell
33,661
-689
-2% -$72.8K 0.24% 103
2025
Q4 		$3.91M Buy
34,350
+2,411
+8% +$266K 0.28% 88
2025
Q3 		$3.66M Buy
31,939
+236
+0.7% +$27.8K 0.25% 98
2025
Q2 		$3.93M Sell
31,703
-27,404
-46% -$2.85M 0.29% 84
2025
Q1 		$5.83M Buy
59,107
+2,229
+4% +$240K 0.48% 57
2024
Q4 		$6.33M Buy
56,878
+1,453
+3% +$153K 0.52% 51
2024
Q3 		$5.33M Buy
55,425
+1,255
+2% +$115K 0.46% 58
2024
Q2 		$5.38M Buy
54,170
+1,156
+2% +$124K 0.53% 49
2024
Q1 		$6.49M Buy
53,014
+3,863
+8% +$404K 0.67% 39
2023
Q4 		$4.44M Sell
49,151
-313
-0.6% -$27.6K 0.52% 51
2023
Q3 		$4.01M Sell
49,464
-4,908
-9% -$419K 0.53% 49
2023
Q2 		$4.85M Sell
54,372
-28,015
-34% -$2.65M 0.63% 42
2023
Q1 		$8.25M Buy
82,387
+12,014
+17% +$1.21M 1.18% 19
2022
Q4 		$6.11M Buy
70,373
+1,118
+2% +$107K 1% 23
2022
Q3 		$6.53M Buy
69,255
+15,875
+30% +$1.7M 1.26% 16
2022
Q2 		$5.04M Buy
53,380
+1,461
+3% +$162K 0.94% 30
2022
Q1 		$7.12M Buy
51,919
+4,072
+9% +$589K 1.14% 21
2021
Q4 		$7.41M Buy
47,847
+7,693
+19% +$1.24M 1.15% 20
2021
Q3 		$6.79M Buy
40,154
+537
+1% +$95.7K 1.16% 21
2021
Q2 		$6.96M Buy
39,617
+632
+2% +$114K 1.23% 19
2021
Q1 		$7.19M Sell
38,985
-986
-2% -$182K 1.4% 17
2020
Q4 		$7.13M Buy
39,971
+653
+2% +$93.7K 1.5% 15
2020
Q3 		$4.88M Buy
39,318
+4,125
+12% +$516K 1.21% 24
2020
Q2 		$3.92M Buy
35,193
+906
+3% +$100K 1.09% 25
2020
Q1 		$3.31M Buy
34,287
+12,158
+55% +$1.54M 1.08% 31
2019
Q4 		$3.2M Buy
22,129
+3,334
+18% +$465K 0.98% 35
2019
Q3 		$2.45M Buy
18,795
+1,598
+9% +$221K 0.83% 36
2019
Q2 		$2.4M Buy
17,197
+3,443
+25% +$457K 0.87% 35
2019
Q1 		$1.53M Buy
13,754
+3,694
+37% +$413K 0.58% 39
2018
Q4 		$1.1M Buy
+10,060
New +$1.14M 0.5% 39

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KMG Fiduciary Partners's DIS Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Walt Disney (DIS) stake by 77% in Q2 2026, selling an estimated $2.63M and leaving 7,900 shares worth $760K. The position accounts for 0.07% of the portfolio, ranked #136.

KMG Fiduciary Partners first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.25M in Q1 2023. 473 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • KMG Fiduciary Partners held 7,900 shares of Walt Disney worth $760K as of Q2 2026.
  • KMG Fiduciary Partners sold 25,761 Walt Disney shares in Q2 2026, an estimated $2.63M.
  • Walt Disney made up 0.07% of KMG Fiduciary Partners's portfolio in Q2 2026, its #136 holding.
  • KMG Fiduciary Partners first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's Walt Disney position peaked at $8.25M in Q1 2023.
  • 473 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.