LWM
DIS icon

Latko Wealth Management’s Walt Disney DIS Stock Holding History

Latko Wealth Management’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 		$227K Hold
2,356
– – 0.1% 37
2026
Q1 		$227K Buy
2,356
+16
+0.7% +$1.69K 0.11% 35
2025
Q4 		$266K Hold
2,340
– – 0.13% 31
2025
Q3 		$268K Buy
2,340
+9
+0.4% +$1.06K 0.14% 31
2025
Q2 		$289K Buy
2,331
+120
+5% +$12.5K 0.16% 28
2025
Q1 		$218K Buy
2,211
+10
+0.5% +$1.07K 0.14% 27
2024
Q4 		$245K Buy
+2,201
New +$231K 0.15% 29

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Latko Wealth Management's DIS Position: Q2 2026 in Review

Latko Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 2,356 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #37.

Latko Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Latko Wealth Management held 2,356 shares of Walt Disney worth $227K as of Q2 2026.
  • Latko Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.1% of Latko Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Latko Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Latko Wealth Management's Walt Disney position peaked at $289K in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.