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 Q3	$249K	Buy	2,374 +18	+0.8%	+$1.84K	0.1%	34
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%	+$1.08K	0.14%	27
2024 Q4	$245K	Buy	+2,201	New	+$231K	0.15%	29

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Latko Wealth Management's DIS Position: Q3 2026 in Review

Latko Wealth Management increased its Walt Disney (DIS) stake by 0.76% in Q3 2026, buying an estimated $1.84K and bringing the position to 2,374 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #34.

Latko Wealth Management first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $289K in Q2 2025. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Latko Wealth Management held 2,374 shares of Walt Disney worth $249K as of Q3 2026.
Latko Wealth Management bought 18 Walt Disney shares in Q3 2026, an estimated $1.84K.
Walt Disney made up 0.1% of Latko Wealth Management's portfolio in Q3 2026, its #34 holding.
Latko Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Latko Wealth Management's Walt Disney position peaked at $289K in Q2 2025.
1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Latko Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.