LA
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Latitude Advisors’s Walt Disney DIS Stock Holding History

Latitude Advisors’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 		$283K Buy
+2,938
New +$300K 0.11% 197
2026
Q1 		– Sell
-2,264
Closed -$258K – 219
2025
Q4 		$258K Sell
2,264
-394
-15% -$43.4K 0.11% 186
2025
Q3 		$304K Sell
2,658
-223
-8% -$26.3K 0.14% 151
2025
Q2 		$357K Buy
2,881
+41
+1% +$4.26K 0.18% 121
2025
Q1 		$280K Sell
2,840
-71
-2% -$7.63K 0.16% 149
2024
Q4 		$324K Buy
2,911
+138
+5% +$14.5K 0.18% 123
2024
Q3 		$267K Sell
2,773
-35
-1% -$3.22K 0.15% 146
2024
Q2 		$279K Buy
2,808
+186
+7% +$20K 0.17% 127
2024
Q1 		$321K Sell
2,622
-560
-18% -$58.5K 0.2% 112
2023
Q4 		$287K Sell
3,182
-80
-2% -$7.05K 0.2% 121
2023
Q3 		$264K Buy
3,262
+111
+4% +$9.48K 0.19% 126
2023
Q2 		$281K Sell
3,151
-2,128
-40% -$202K 0.2% 118
2023
Q1 		$529K Sell
5,279
-26
-0.5% -$2.62K 0.38% 60
2022
Q4 		$461K Sell
5,305
-57
-1% -$5.45K 0.35% 64
2022
Q3 		$506K Buy
5,362
+771
+17% +$82.5K 0.42% 50
2022
Q2 		$433K Sell
4,591
-3,839
-46% -$426K 0.4% 67
2022
Q1 		$1.16M Buy
8,430
+2,548
+43% +$368K 0.26% 86
2021
Q4 		$911K Buy
5,882
+370
+7% +$59.8K 0.25% 82
2021
Q3 		$932K Buy
5,512
+2,740
+99% +$488K 0.3% 64
2021
Q2 		$487K Buy
2,772
+159
+6% +$28.6K 0.36% 61
2021
Q1 		$482K Sell
2,613
-23
-0.9% -$4.24K 0.39% 54
2020
Q4 		$478K Buy
+2,636
New +$378K 0.42% 60

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Latitude Advisors's DIS Position: Q2 2026 in Review

Latitude Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 2,938 shares worth $283K. The stake represents 0.11% of the portfolio and ranks #197 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in DIS as recently as Q4 2025.

Latitude Advisors first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.16M in Q1 2022. 1,318 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Latitude Advisors held 2,938 shares of Walt Disney worth $283K as of Q2 2026.
  • Walt Disney was a new Latitude Advisors position in Q2 2026.
  • Walt Disney made up 0.11% of Latitude Advisors's portfolio in Q2 2026, its #197 holding.
  • Latitude Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Latitude Advisors's Walt Disney position peaked at $1.16M in Q1 2022.
  • 1,318 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.