Leith Wheeler Investment Counsel’s Walt Disney DIS Stock Holding History

Leith Wheeler Investment Counsel’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	$30.6M	Sell	318,257 -678	-0.2%	-$69.1K	2.33%	9
2026 Q1	$30.7M	Buy	318,935 +23,388	+8%	+$2.47M	2.54%	6
2025 Q4	$33.6M	Buy	295,547 +7,598	+3%	+$837K	2.52%	7
2025 Q3	$33M	Sell	287,949 -39,950	-12%	-$4.71M	2.23%	8
2025 Q2	$40.7M	Sell	327,899 -36,459	-10%	-$3.79M	2.89%	4
2025 Q1	$36M	Buy	364,358 +21,499	+6%	+$2.31M	2.5%	9
2024 Q4	$38.2M	Sell	342,859 -38,768	-10%	-$4.07M	2.76%	7
2024 Q3	$36.7M	Buy	381,627 +193,632	+103%	+$17.8M	2.57%	10
2024 Q2	$18.7M	Buy	+187,995	New	+$20.2M	1.61%	11
2021 Q1	–	Sell	-1,769	Closed	-$408K	–	48
2020 Q4	$408K	Hold	1,769	–	–	0.06%	34
2020 Q3	$219K	Buy	+1,769	New	+$221K	0.05%	45

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Leith Wheeler Investment Counsel's DIS Position: Q2 2026 in Review

Leith Wheeler Investment Counsel reduced its Walt Disney (DIS) stake by 0.21% in Q2 2026, selling an estimated $69.1K and leaving 318,257 shares worth $30.6M. The position accounts for 2.33% of the portfolio, ranked #9.

Leith Wheeler Investment Counsel first reported a position in DIS in Q3 2020 and has held it in 11 quarters since. The position peaked at $40.7M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Leith Wheeler Investment Counsel held 318,257 shares of Walt Disney worth $30.6M as of Q2 2026.
Leith Wheeler Investment Counsel sold 678 Walt Disney shares in Q2 2026, an estimated $69.1K.
Walt Disney made up 2.33% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #9 holding.
Leith Wheeler Investment Counsel first reported a position in Walt Disney in Q3 2020 and has held it in 11 quarters since.
Leith Wheeler Investment Counsel's Walt Disney position peaked at $40.7M in Q2 2025.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.