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 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 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

Kooman & Associates's DIS Position: Q1 2026 in Review

Kooman & Associates increased its Walt Disney (DIS) stake by 4.3% in Q1 2026, buying an estimated $16K and bringing the position to 3,661 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #35.

Kooman & Associates first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $478K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Kooman & Associates held 3,661 shares of Walt Disney worth $353K as of Q1 2026.
Kooman & Associates bought 151 Walt Disney shares in Q1 2026, an estimated $16K.
Walt Disney made up 0.11% of Kooman & Associates's portfolio in Q1 2026, its #35 holding.
Kooman & Associates first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Kooman & Associates's Walt Disney position peaked at $478K in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.