Leonard Rickey Investment Advisors’s Walt Disney DIS Stock Holding History

Leonard Rickey Investment 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 Q1	$302K	Sell	3,135 -66	-2%	-$6.98K	0.05%	93
2025 Q4	$364K	Sell	3,201 -123	-4%	-$13.5K	0.07%	86
2025 Q3	$381K	Buy	3,324 +182	+6%	+$21.4K	0.07%	81
2025 Q2	$390K	Buy	3,142 +19	+0.6%	+$1.97K	0.08%	72
2025 Q1	$264K	Buy	3,123 +180	+6%	+$19.3K	0.06%	87
2024 Q4	$328K	Buy	2,943 +257	+10%	+$27K	0.08%	76
2024 Q3	$258K	Sell	2,686 -314	-10%	-$28.9K	0.06%	94
2024 Q2	$298K	Buy	3,000 +448	+18%	+$48.2K	0.07%	79
2024 Q1	$312K	Buy	2,552 +128	+5%	+$13.4K	0.08%	66
2023 Q4	$219K	Buy	+2,424	New	+$214K	0.06%	77
2023 Q2	–	Sell	-2,099	Closed	-$210K	–	71
2023 Q1	$210K	Buy	+2,099	New	+$212K	0.08%	65

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leonard Rickey Investment Advisors's DIS Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its Walt Disney (DIS) stake by 2.1% in Q1 2026, selling an estimated $6.98K and leaving 3,135 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #93.

Leonard Rickey Investment Advisors first reported a position in DIS in Q1 2023 and has held it in 11 quarters since. The position peaked at $390K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Leonard Rickey Investment Advisors held 3,135 shares of Walt Disney worth $302K as of Q1 2026.
Leonard Rickey Investment Advisors sold 66 Walt Disney shares in Q1 2026, an estimated $6.98K.
Walt Disney made up 0.05% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #93 holding.
Leonard Rickey Investment Advisors first reported a position in Walt Disney in Q1 2023 and has held it in 11 quarters since.
Leonard Rickey Investment Advisors's Walt Disney position peaked at $390K in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.