KMG Fiduciary Partners’s Walt Disney DIS Stock Holding History
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
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. 2,942 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.
- 2,942 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.