Kovack Advisors’s Walt Disney DIS Stock Holding History

Kovack Advisors’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
2023 Q1	–	Sell	-1	Closed	-$118	–	623
2022 Q4	$118	Buy	+1	New	+$96	﹤0.01%	562
2019 Q3	–	Sell	-2	Closed	-$1K	–	520
2019 Q2	$1K	Buy	+2	New	+$265	﹤0.01%	470
2018 Q4	–	Sell	-2	Closed	-$1K	–	437
2018 Q3	$1K	Buy	+2	New	+$223	﹤0.01%	458
2016 Q1	–	Sell	-5	Closed	-$1K	–	257
2015 Q4	$1K	Buy	5 +3	+150%	+$334	﹤0.01%	225
2015 Q3	$1K	Sell	2 -6	-75%	-$653	﹤0.01%	216
2015 Q2	$8K	Sell	8 -3	-27%	-$329	0.01%	202
2015 Q1	$15K	Buy	11 +2	+22%	+$202	0.01%	171
2014 Q4	$10K	Buy	+9	New	+$811	0.01%	152

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Kovack Advisors's DIS Position: Q2 2026 in Review

Kovack Advisors reduced its Walt Disney (DIS) stake by 1.8% in Q2 2026, selling an estimated $35.2K and leaving 18,777 shares worth $1.8M. The position accounts for 0.09% of the portfolio, ranked #232.

Kovack Advisors first reported a position in DIS in Q2 2014 and has held it in 49 quarters since. The position peaked at $3.97M in Q3 2021. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Kovack Advisors held 18,777 shares of Walt Disney worth $1.8M as of Q2 2026.
Kovack Advisors sold 345 Walt Disney shares in Q2 2026, an estimated $35.2K.
Walt Disney made up 0.09% of Kovack Advisors's portfolio in Q2 2026, its #232 holding.
Kovack Advisors first reported a position in Walt Disney in Q2 2014 and has held it in 49 quarters since.
Kovack Advisors's Walt Disney position peaked at $3.97M in Q3 2021.
1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.