KPP Advisory Services’s Walt Disney DIS Stock Holding History

KPP Advisory Services’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	$1.54M	Sell	16,038 -301	-2%	-$30.7K	0.2%	109
2026 Q1	$1.57M	Sell	16,339 -144	-0.9%	-$15.2K	0.23%	99
2025 Q4	$1.88M	Buy	+16,483	New	+$1.82M	0.27%	84
2025 Q3	–	Sell	-15,730	Closed	-$1.85M	–	333
2025 Q2	$1.95M	Buy	15,730 +1,095	+7%	+$114K	0.32%	72
2025 Q1	$1.44M	Buy	14,635 +2,524	+21%	+$271K	0.27%	86
2024 Q4	$1.35M	Sell	12,111 -476	-4%	-$50K	0.32%	74
2024 Q3	$1.21M	Sell	12,587 -1,418	-10%	-$130K	0.29%	75
2024 Q2	$1.39M	Sell	14,005 -65	-0.5%	-$7K	0.37%	61
2024 Q1	$1.72M	Sell	14,070 -99	-0.7%	-$10.3K	0.47%	54
2023 Q4	$1.28M	Buy	14,169 +45	+0.3%	+$3.97K	1.12%	21
2023 Q3	$1.14M	Buy	+14,124	New	+$1.21M	0.38%	57

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

KPP Advisory Services's DIS Position: Q2 2026 in Review

KPP Advisory Services reduced its Walt Disney (DIS) stake by 1.8% in Q2 2026, selling an estimated $30.7K and leaving 16,038 shares worth $1.54M. The position accounts for 0.2% of the portfolio, ranked #109.

KPP Advisory Services first reported a position in DIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

KPP Advisory Services held 16,038 shares of Walt Disney worth $1.54M as of Q2 2026.
KPP Advisory Services sold 301 Walt Disney shares in Q2 2026, an estimated $30.7K.
Walt Disney made up 0.2% of KPP Advisory Services's portfolio in Q2 2026, its #109 holding.
KPP Advisory Services first reported a position in Walt Disney in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's Walt Disney position peaked at $1.95M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.