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Kooman & Associates’s Walt Disney DIS Stock Holding History

Kooman & Associates’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 		$339K Sell
3,521
-140
-4% -$14.3K 0.09% 43
2026
Q1 		$353K Buy
3,661
+151
+4% +$16K 0.11% 35
2025
Q4 		$399K Sell
3,510
-339
-9% -$37.3K 0.12% 33
2025
Q3 		$441K Sell
3,849
-6
-0.2% -$707 0.14% 31
2025
Q2 		$478K Sell
3,855
-20
-0.5% -$2.08K 0.16% 29
2025
Q1 		$383K Buy
3,875
+89
+2% +$9.56K 0.14% 32
2024
Q4 		$422K Buy
3,786
+71
+2% +$7.46K 0.15% 32
2024
Q3 		$357K Buy
3,715
+29
+0.8% +$2.67K 0.13% 30
2024
Q2 		$366K Buy
3,686
+29
+0.8% +$3.12K 0.15% 32
2024
Q1 		$448K Buy
3,657
+113
+3% +$11.8K 0.19% 25
2023
Q4 		$320K Buy
3,544
+157
+5% +$13.8K 0.14% 31
2023
Q3 		$275K Buy
3,387
+37
+1% +$3.16K 0.14% 31
2023
Q2 		$299K Buy
3,350
+35
+1% +$3.32K 0.15% 30
2023
Q1 		$332K Buy
3,315
+182
+6% +$18.3K 0.18% 29
2022
Q4 		$272K Buy
+3,133
New +$300K 0.27% 31

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kooman & Associates's DIS Position: Q2 2026 in Review

Kooman & Associates reduced its Walt Disney (DIS) stake by 3.8% in Q2 2026, selling an estimated $14.3K and leaving 3,521 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #43.

Kooman & Associates first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $478K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Kooman & Associates held 3,521 shares of Walt Disney worth $339K as of Q2 2026.
  • Kooman & Associates sold 140 Walt Disney shares in Q2 2026, an estimated $14.3K.
  • Walt Disney made up 0.09% of Kooman & Associates's portfolio in Q2 2026, its #43 holding.
  • Kooman & Associates first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Kooman & Associates's Walt Disney position peaked at $478K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.