KDA
DIS icon

Kraft Davis & Associates’s Walt Disney DIS Stock Holding History

Kraft Davis & Associates’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
2024
Q1 		– Sell
-5,495
Closed -$525K – 139
2023
Q4 		$525K Buy
+5,495
New +$484K 0.16% 66

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kraft Davis & Associates's DIS Position: Q1 2024 in Review

Kraft Davis & Associates sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 5,495 shares — an estimated $525K sold.

Kraft Davis & Associates first reported a position in DIS in Q4 2023 and held it in 1 quarter. The position peaked at $525K in Q4 2023. 3,168 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Kraft Davis & Associates reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 5,495 Walt Disney shares in Q1 2024, an estimated $525K.
  • Kraft Davis & Associates first reported a position in Walt Disney in Q4 2023 and held it in 1 quarter.
  • Kraft Davis & Associates's Walt Disney position peaked at $525K in Q4 2023.
  • 3,168 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Kraft Davis & Associates's 13F filing for Q1 2024, filed 15 May 2024.