LMKC
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L.M. Kohn & Company’s Walt Disney DIS Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-6,672
Closed -$827K – 169
2025
Q2 		$827K Sell
6,672
-6,795
-50% -$706K 0.22% 91
2025
Q1 		$1.33M Sell
13,467
-2,477
-16% -$266K 0.35% 50
2024
Q4 		$1.78M Sell
15,944
-1,241
-7% -$130K 0.46% 41
2024
Q3 		$1.65M Buy
17,185
+589
+4% +$54.2K 0.42% 42
2024
Q2 		$1.65M Sell
16,596
-943
-5% -$102K 0.45% 39
2024
Q1 		$2.15M Sell
17,539
-156
-0.9% -$16.3K 0.6% 28
2023
Q4 		$1.6M Buy
17,695
+175
+1% +$15.4K 0.51% 39
2023
Q3 		$1.42M Sell
17,520
-144
-0.8% -$12.3K 0.52% 38
2023
Q2 		$1.58M Buy
17,664
+348
+2% +$33K 0.6% 32
2023
Q1 		$1.73M Buy
17,316
+781
+5% +$78.7K 0.72% 22
2022
Q4 		$1.44M Buy
16,535
+782
+5% +$74.8K 0.67% 30
2022
Q3 		$1.49M Sell
15,753
-391
-2% -$41.8K 0.73% 29
2022
Q2 		$1.52M Buy
16,144
+2,735
+20% +$304K 0.71% 29
2022
Q1 		$1.84M Buy
+13,409
New +$1.94M 0.71% 27

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

L.M. Kohn & Company's DIS Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 6,672 shares — an estimated $827K sold.

L.M. Kohn & Company first reported a position in DIS in Q1 2022 and held it in 14 quarters. The position peaked at $2.15M in Q1 2024. 3,080 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 6,672 Walt Disney shares in Q3 2025, an estimated $827K.
  • L.M. Kohn & Company first reported a position in Walt Disney in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's Walt Disney position peaked at $2.15M in Q1 2024.
  • 3,080 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.