Kohmann Bosshard Financial Services’s Walt Disney DIS Stock Holding History

Kohmann Bosshard 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 Q1	–	Sell	-1,028	Closed	-$117K	–	308
2025 Q4	$117K	Buy	+1,028	New	+$113K	0.01%	371
2025 Q1	–	Sell	-1,382	Closed	-$154K	–	414
2024 Q4	$154K	Buy	+1,382	New	+$145K	0.02%	207
2022 Q2	–	Sell	-1,551	Closed	-$213K	–	138
2022 Q1	$213K	Buy	1,551 +226	+17%	+$32.7K	0.04%	126
2021 Q4	$205K	Buy	1,325 +22	+2%	+$3.55K	0.04%	109
2021 Q3	$220K	Buy	1,303 +27	+2%	+$4.81K	0.05%	102
2021 Q2	$224K	Hold	1,276	–	–	0.05%	99
2021 Q1	$235K	Hold	1,276	–	–	0.06%	96
2020 Q4	$231K	Buy	+1,276	New	+$183K	0.07%	92
2020 Q3	–	Sell	-1,263	Closed	-$141K	–	105
2020 Q2	$141K	Buy	1,263 +62	+5%	+$6.84K	0.05%	106
2020 Q1	$116K	Buy	1,201 +350	+41%	+$44.3K	0.05%	106
2019 Q4	$123K	Hold	851	–	–	0.05%	104
2019 Q3	$111K	Buy	+851	New	+$118K	0.04%	106

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kohmann Bosshard Financial Services's DIS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,028 shares — an estimated $117K sold.

Kohmann Bosshard Financial Services first reported a position in DIS in Q3 2019 and held it in 12 quarters. The position peaked at $235K in Q1 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 1,028 Walt Disney shares in Q1 2026, an estimated $117K.
Kohmann Bosshard Financial Services first reported a position in Walt Disney in Q3 2019 and held it in 12 quarters.
Kohmann Bosshard Financial Services's Walt Disney position peaked at $235K in Q1 2021.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.