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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
2025
Q4 		– Sell
-16,406
Closed -$1.88M – 331
2025
Q3 		$1.88M Buy
+16,406
New +$1.93M 0.28% 84

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 $3.37T AUM 44.26% 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

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.