Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Walt Disney DIS Stock Holding History

Kovitz Investment Group Partners’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 		$2.98M Sell
30,896
-163,321
-84% -$17.3M 0.07% 182
2025
Q4 		$22.1M Sell
194,217
-153,117
-44% -$16.9M 0.49% 46
2025
Q3 		$39.8M Buy
347,334
+13,109
+4% +$1.54M 0.16% 124
2025
Q2 		$41.5M Sell
334,225
-9,360
-3% -$973K 0.18% 114
2025
Q1 		$33.9M Buy
343,585
+165,824
+93% +$17.8M 0.17% 121
2024
Q4 		$19.8M Buy
177,761
+266
+0.1% +$27.9K 0.1% 173
2024
Q3 		$14.5M Buy
177,495
+29,297
+20% +$2.7M 0.1% 171
2024
Q2 		$14.7M Buy
148,198
+7,803
+6% +$840K 0.13% 124
2024
Q1 		$17.2M Buy
140,395
+41,863
+42% +$4.37M 0.22% 69
2023
Q4 		$8.9M Sell
98,532
-6,636
-6% -$585K 0.15% 80
2023
Q3 		$8.52M Sell
105,168
-797,452
-88% -$68.1M 0.15% 82
2023
Q2 		$80.6M Buy
902,620
+92,464
+11% +$8.76M 1.18% 31
2023
Q1 		$81.1M Sell
810,156
-177,860
-18% -$17.9M 1.41% 23
2022
Q4 		$85.8M Sell
988,016
-26,280
-3% -$2.51M 1.7% 12
2022
Q3 		$95.7M Buy
1,014,296
+102,617
+11% +$11M 2.21% 11
2022
Q2 		$86.1M Buy
911,679
+76,757
+9% +$8.52M 1.91% 14
2022
Q1 		$115M Buy
834,922
+81,183
+11% +$11.7M 2.18% 10
2021
Q4 		$134M Buy
753,739
+114,588
+18% +$18.5M 3.15% 4
2021
Q3 		$108M Buy
639,151
+3,727
+0.6% +$664K 2.15% 13
2021
Q2 		$112M Buy
635,424
+65,570
+12% +$11.8M 2.2% 12
2021
Q1 		$105M Sell
569,854
-169,737
-23% -$31.3M 2.46% 10
2020
Q4 		$134M Sell
739,591
-4,105
-0.6% -$589K 3.26% 3
2020
Q3 		$92.3M Sell
743,696
-7,529
-1% -$941K 2.58% 7
2020
Q2 		$83.8M Sell
751,225
-29,342
-4% -$3.24M 2.59% 7
2020
Q1 		$75.4M Buy
780,567
+304,151
+64% +$38.5M 2.72% 6
2019
Q4 		$68.9M Sell
476,416
-6,217
-1% -$868K 2.01% 14
2019
Q3 		$62.9M Sell
482,633
-11,333
-2% -$1.57M 2% 13
2019
Q2 		$69M Sell
493,966
-40,182
-8% -$5.33M 2.18% 13
2019
Q1 		$59.3M Buy
534,148
+42,158
+9% +$4.71M 1.88% 16
2018
Q4 		$53.9M Buy
491,990
+106,146
+28% +$12.1M 2.13% 16
2018
Q3 		$45.1M Sell
385,844
-882
-0.2% -$98.2K 2.05% 20
2018
Q2 		$40.5M Buy
386,726
+12,009
+3% +$1.23M 1.89% 24
2018
Q1 		$37.6M Buy
374,717
+76,423
+26% +$8.12M 1.82% 27
2017
Q4 		$32.1K Sell
298,294
-7,061
-2% -$727K 1.37% 29
2017
Q3 		$30.1M Buy
305,355
+11,551
+4% +$1.19M 1.5% 30
2017
Q2 		$31.2M Buy
293,804
+3,913
+1% +$428K 1.66% 28
2017
Q1 		$32.9M Buy
289,891
+8,370
+3% +$922K 1.81% 27
2016
Q4 		$29.3M Buy
281,521
+4,565
+2% +$445K 1.71% 28
2016
Q3 		$25.7M Sell
276,956
-4,310
-2% -$413K 1.58% 27
2016
Q2 		$25.7M Sell
281,266
-18,052
-6% -$1.81M 1.78% 25
2016
Q1 		$29.7M Buy
+299,318
New +$28.9M 1.76% 26

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's DIS Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Walt Disney (DIS) stake by 84% in Q1 2026, selling an estimated $17.3M and leaving 30,896 shares worth $2.98M. The position accounts for 0.07% of the portfolio, ranked #182.

Kovitz Investment Group Partners first reported a position in DIS in Q1 2016 and has held it in 41 quarters since. The position peaked at $134M in Q4 2020. 2,996 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Kovitz Investment Group Partners held 30,896 shares of Walt Disney worth $2.98M as of Q1 2026.
  • Kovitz Investment Group Partners sold 163,321 Walt Disney shares in Q1 2026, an estimated $17.3M.
  • Walt Disney made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #182 holding.
  • Kovitz Investment Group Partners first reported a position in Walt Disney in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Walt Disney position peaked at $134M in Q4 2020.
  • 2,996 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.