Lindsell Train’s Walt Disney DIS Stock Holding History

Lindsell Train’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	$251M	Sell	2,607,846 -598,561	-19%	-$61M	9.55%	5
2026 Q1	$309M	Sell	3,206,407 -275,423	-8%	-$29.1M	9.85%	4
2025 Q4	$396M	Sell	3,481,830 -244,000	-7%	-$26.9M	10.05%	5
2025 Q3	$427M	Sell	3,725,830 -361,446	-9%	-$42.6M	10.47%	3
2025 Q2	$507M	Sell	4,087,276 -193,565	-5%	-$20.1M	11.95%	3
2025 Q1	$423M	Sell	4,280,841 -177,600	-4%	-$19.1M	11.69%	4
2024 Q4	$496M	Sell	4,458,441 -992,971	-18%	-$104M	12.41%	4
2024 Q3	$524M	Buy	5,451,412 +561,130	+11%	+$51.6M	11.83%	5
2024 Q2	$500M	Sell	4,890,282 -166,200	-3%	-$17.9M	11.53%	5
2024 Q1	$612M	Sell	5,056,482 -498,208	-9%	-$52M	12.85%	4
2023 Q4	$502M	Sell	5,554,690 -31,000	-0.6%	-$2.73M	9.73%	5
2023 Q3	$453M	Sell	5,585,690 -48,000	-0.9%	-$4.1M	9.09%	6
2023 Q2	$503M	Buy	5,633,690 +2,200	+0%	+$208K	8.96%	6
2023 Q1	$564M	Buy	5,631,490 +200,600	+4%	+$20.2M	9.84%	6
2022 Q4	$472M	Sell	5,430,890 -16,400	-0.3%	-$1.57M	8.97%	6
2022 Q3	$515M	Sell	5,447,290 -39,800	-0.7%	-$4.26M	10.45%	5
2022 Q2	$518M	Buy	5,487,090 +91,500	+2%	+$10.2M	10.17%	5
2022 Q1	$740M	Sell	5,395,590 -150,150	-3%	-$21.7M	11.66%	4
2021 Q4	$859M	Buy	5,545,740 +52,750	+1%	+$8.52M	12.45%	4
2021 Q3	$929M	Sell	5,492,990 -100,000	-2%	-$17.8M	12.83%	4
2021 Q2	$983M	Buy	5,592,990 +391,250	+8%	+$70.4M	12.71%	4
2021 Q1	$960M	Sell	5,201,740 -244,000	-4%	-$45M	13.53%	3
2020 Q4	$987M	Sell	5,445,740 -439,050	-7%	-$63M	14.33%	3
2020 Q3	$730M	Sell	5,884,790 -302,002	-5%	-$37.7M	11.85%	4
2020 Q2	$690M	Buy	6,186,792 +420,412	+7%	+$46.4M	11.48%	4
2020 Q1	$557M	Buy	5,766,380 +218,000	+4%	+$27.6M	11.88%	3
2019 Q4	$802M	Buy	5,548,380 +130,812	+2%	+$18.3M	12.84%	3
2019 Q3	$706M	Buy	5,417,568 +171,317	+3%	+$23.7M	11.92%	3
2019 Q2	$733M	Sell	5,246,251 -24,948	-0.5%	-$3.31M	12.44%	3
2019 Q1	$585M	Buy	5,271,199 +866,720	+20%	+$96.9M	11.32%	3
2018 Q4	$483M	Buy	4,404,479 +52,200	+1%	+$5.94M	11.68%	3
2018 Q3	$509M	Buy	4,352,279 +288,650	+7%	+$32.1M	11.53%	4
2018 Q2	$426M	Buy	4,063,629 +315,050	+8%	+$32.2M	10.56%	4
2018 Q1	$377M	Buy	3,748,579 +569,000	+18%	+$60.5M	9.95%	5
2017 Q4	$342M	Buy	3,179,579 +217,350	+7%	+$22.4M	9.83%	4
2017 Q3	$292M	Buy	2,962,229 +439,000	+17%	+$45.2M	9.83%	4
2017 Q2	$268M	Buy	2,523,229 +462,288	+22%	+$50.6M	10.41%	4
2017 Q1	$234M	Buy	2,060,941 +61,600	+3%	+$6.78M	10.2%	5
2016 Q4	$208M	Sell	1,999,341 -168,000	-8%	-$16.4M	10.24%	5
2016 Q3	$201M	Buy	2,167,341 +299,931	+16%	+$28.7M	9.96%	5
2016 Q2	$183M	Buy	1,867,410 +57,541	+3%	+$5.75M	9.95%	5
2016 Q1	$180M	Buy	1,809,869 +126,500	+8%	+$12.2M	10.63%	5
2015 Q4	$177M	Buy	1,683,369 +30,500	+2%	+$3.4M	10.6%	3
2015 Q3	$169M	Buy	1,652,869 +183,000	+12%	+$19.9M	11.54%	3
2015 Q2	$168M	Buy	1,469,869 +34,000	+2%	+$3.73M	11.76%	4
2015 Q1	$149M	Sell	1,435,869 -28,000	-2%	-$2.82M	12.32%	4
2014 Q4	$138M	Buy	1,463,869 +220,400	+18%	+$19.9M	12.83%	4
2014 Q3	$111M	Buy	1,243,469 +17,500	+1%	+$1.54M	12.57%	4
2014 Q2	$105M	Buy	1,225,969 +144,000	+13%	+$11.8M	12.5%	4
2014 Q1	$86.6M	Buy	1,081,969 +55,000	+5%	+$4.26M	11.55%	4
2013 Q4	$78.5M	Buy	1,026,969 +142,480	+16%	+$9.87M	12.59%	4
2013 Q3	$57M	Buy	884,489 +99,220	+13%	+$6.36M	11.39%	4
2013 Q2	$49.6M	Buy	+785,269	New	+$49.6M	11.26%	4

Other funds holding DIS

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Lindsell Train's DIS Position: Q2 2026 in Review

Lindsell Train reduced its Walt Disney (DIS) stake by 19% in Q2 2026, selling an estimated $61M and leaving 2,607,846 shares worth $251M. The position accounts for 9.55% of the portfolio, ranked #5.

Lindsell Train first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $987M in Q4 2020. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Lindsell Train held 2,607,846 shares of Walt Disney worth $251M as of Q2 2026.
Lindsell Train sold 598,561 Walt Disney shares in Q2 2026, an estimated $61M.
Walt Disney made up 9.55% of Lindsell Train's portfolio in Q2 2026, its #5 holding.
Lindsell Train first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
Lindsell Train's Walt Disney position peaked at $987M in Q4 2020.
525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lindsell Train's 13F filing for Q2 2026, filed 15 Jul 2026.