Krilogy Financial’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.95M Buy
41,031
+856
+2% +$87.3K 0.12% 149
2026
Q1
$4.17M Buy
40,175
+2,580
+7% +$273K 0.13% 132
2025
Q4
$4.18M Buy
37,595
+2,490
+7% +$274K 0.14% 120
2025
Q3
$3.91M Sell
35,105
-1,538
-4% -$181K 0.15% 117
2025
Q2
$4.54M Buy
36,643
+2,147
+6% +$223K 0.26% 80
2025
Q1
$3.4M Buy
34,496
+3,899
+13% +$419K 0.22% 94
2024
Q4
$3.41M Sell
30,597
-4,121
-12% -$433K 0.23% 92
2024
Q3
$3.34M Sell
34,718
-866
-2% -$79.7K 0.23% 99
2024
Q2
$3.53M Buy
35,584
+5,699
+19% +$613K 0.26% 87
2024
Q1
$3.66M Sell
29,885
-11,431
-28% -$1.19M 0.28% 86
2023
Q4
$3.73M Buy
41,316
+3,046
+8% +$269K 0.32% 74
2023
Q3
$3.1M Buy
38,270
+5,625
+17% +$480K 0.28% 78
2023
Q2
$2.91M Sell
32,645
-6,736
-17% -$638K 0.26% 83
2023
Q1
$3.94M Sell
39,381
-789
-2% -$79.5K 0.33% 65
2022
Q4
$3.49M Buy
40,170
+19,218
+92% +$1.84M 0.33% 57
2022
Q3
$1.98M Buy
20,952
+485
+2% +$51.9K 0.24% 69
2022
Q2
$1.93M Buy
20,467
+4,888
+31% +$543K 0.22% 73
2022
Q1
$2.14M Sell
15,579
-2,011
-11% -$291K 0.22% 74
2021
Q4
$2.72M Buy
17,590
+752
+4% +$121K 0.27% 57
2021
Q3
$2.85M Buy
16,838
+437
+3% +$77.9K 0.28% 57
2021
Q2
$2.88M Buy
16,401
+1,289
+9% +$232K 0.29% 56
2021
Q1
$2.79M Buy
15,112
+2,304
+18% +$425K 0.29% 53
2020
Q4
$2.32M Buy
12,808
+17
+0.1% +$2.44K 0.28% 58
2020
Q3
$1.59M Sell
12,791
-852
-6% -$106K 0.22% 69
2020
Q2
$1.52M Sell
13,643
-14,766
-52% -$1.63M 0.23% 62
2020
Q1
$2.74M Buy
28,409
+1,359
+5% +$172K 0.52% 34
2019
Q4
$3.91M Buy
27,050
+944
+4% +$132K 0.64% 28
2019
Q3
$3.4M Buy
26,106
+4,657
+22% +$644K 0.61% 30
2019
Q2
$3M Buy
21,449
+2,875
+15% +$381K 0.57% 34
2019
Q1
$2.06M Buy
18,574
+16,287
+712% +$1.82M 0.44% 52
2018
Q4
$251K Buy
2,287
+201
+10% +$22.9K 0.07% 112
2018
Q3
$244K Sell
2,086
-183
-8% -$20.4K 0.06% 125
2018
Q2
$238K Buy
2,269
+1,051
+86% +$107K 0.06% 127
2018
Q1
$122K Sell
1,218
-425
-26% -$45.2K 0.03% 205
2017
Q4
$177K Sell
1,643
-84
-5% -$8.65K 0.04% 161
2017
Q3
$170K Buy
1,727
+305
+21% +$31.4K 0.04% 178
2017
Q2
$151K Buy
1,422
+166
+13% +$18.2K 0.04% 164
2017
Q1
$131K Hold
1,256
0.04% 170
2016
Q4
$131K Buy
1,256
+29
+2% +$2.83K 0.04% 170
2016
Q3
$114K Sell
1,227
-65
-5% -$6.22K 0.04% 189
2016
Q2
$126K Buy
1,292
+61
+5% +$6.1K 0.04% 176
2016
Q1
$122K Buy
+1,231
New +$119K 0.05% 146
2015
Q4
Sell
-1,085
Closed -$111K 450
2015
Q3
$111K Buy
+1,085
New +$118K 0.05% 126

Other funds holding DIS

Krilogy Financial's DIS Position: Q2 2026 in Review

Krilogy Financial increased its Walt Disney (DIS) stake by 2.1% in Q2 2026, buying an estimated $87.3K and bringing the position to 41,031 shares worth $3.95M. The position accounts for 0.12% of the portfolio, ranked #149.

Krilogy Financial first reported a position in DIS in Q3 2015 and has held it in 43 quarters since. The position peaked at $4.54M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Krilogy Financial held 41,031 shares of Walt Disney worth $3.95M as of Q2 2026.
  • Krilogy Financial bought 856 Walt Disney shares in Q2 2026, an estimated $87.3K.
  • Walt Disney made up 0.12% of Krilogy Financial's portfolio in Q2 2026, its #149 holding.
  • Krilogy Financial first reported a position in Walt Disney in Q3 2015 and has held it in 43 quarters since.
  • Krilogy Financial's Walt Disney position peaked at $4.54M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.