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Koss-Olinger Consulting’s Walt Disney DIS Stock Holding History

Koss-Olinger Consulting’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 		$239K Sell
2,480
-14,472
-85% -$1.48M 0.02% 148
2026
Q1 		$1.63M Sell
16,952
-513
-3% -$54.2K 0.14% 64
2025
Q4 		$1.99M Sell
17,465
-5,095
-23% -$561K 0.15% 53
2025
Q3 		$2.8M Sell
22,560
-91
-0.4% -$10.7K 0.23% 50
2025
Q2 		$2.81M Sell
22,651
-1,180
-5% -$123K 0.23% 50
2025
Q1 		$2.35M Sell
23,831
-759
-3% -$81.6K 0.2% 57
2024
Q4 		$2.74M Buy
24,590
+1,797
+8% +$189K 0.24% 49
2024
Q3 		$2.19M Sell
22,793
-23,433
-51% -$2.16M 0.19% 73
2024
Q2 		$4.59M Buy
+46,226
New +$4.98M 0.42% 32
2024
Q1 		– Sell
-51,457
Closed -$4.65M – 111
2023
Q4 		$4.65M Buy
51,457
+1,618
+3% +$143K 0.46% 30
2023
Q3 		$4.04M Buy
49,839
+1,842
+4% +$157K 0.6% 28
2023
Q2 		$4.29M Buy
47,997
+103
+0.2% +$9.76K 0.5% 26
2023
Q1 		$4.8M Buy
47,894
+31,090
+185% +$3.13M 0.6% 24
2022
Q4 		$1.46M Buy
16,804
+10,701
+175% +$1.02M 0.21% 53
2022
Q3 		$576K Buy
6,103
+3,201
+110% +$343K 0.1% 87
2022
Q2 		$274K Sell
2,902
-108
-4% -$12K 0.05% 139
2022
Q1 		$413K Buy
3,010
+107
+4% +$15.5K 0.07% 119
2021
Q4 		$450K Sell
2,903
-4,917
-63% -$794K 0.07% 120
2021
Q3 		$1.32M Sell
7,820
-8,067
-51% -$1.44M 0.22% 41
2021
Q2 		$2.79M Sell
15,887
-446
-3% -$80.2K 0.41% 27
2021
Q1 		$3.01M Buy
+16,333
New +$3.01M 0.51% 23

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 $3.38T AUM 44.17% 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

Koss-Olinger Consulting's DIS Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Walt Disney (DIS) stake by 85% in Q2 2026, selling an estimated $1.48M and leaving 2,480 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #148.

Koss-Olinger Consulting first reported a position in DIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.8M in Q1 2023. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Koss-Olinger Consulting held 2,480 shares of Walt Disney worth $239K as of Q2 2026.
  • Koss-Olinger Consulting sold 14,472 Walt Disney shares in Q2 2026, an estimated $1.48M.
  • Walt Disney made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #148 holding.
  • Koss-Olinger Consulting first reported a position in Walt Disney in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's Walt Disney position peaked at $4.8M in Q1 2023.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.