Luther King Capital Management (LKCM)’s Walt Disney DIS Stock Holding History

Luther King Capital Management (LKCM)’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	$24.4M	Sell	252,888 -14,291	-5%	-$1.51M	0.11%	123
2025 Q4	$30.4M	Sell	267,179 -8,499	-3%	-$936K	0.12%	114
2025 Q3	$31.6M	Sell	275,678 -12,796	-4%	-$1.51M	0.13%	111
2025 Q2	$35.8M	Sell	288,474 -47,381	-14%	-$4.92M	0.16%	106
2025 Q1	$33.1M	Sell	335,855 -36,940	-10%	-$3.97M	0.15%	108
2024 Q4	$41.5M	Sell	372,795 -75,166	-17%	-$7.9M	0.18%	104
2024 Q3	$43.1M	Sell	447,961 -91,613	-17%	-$8.43M	0.18%	97
2024 Q2	$53.6M	Sell	539,574 -52,490	-9%	-$5.65M	0.24%	84
2024 Q1	$72.4M	Sell	592,064 -23,170	-4%	-$2.42M	0.33%	77
2023 Q4	$55.5M	Sell	615,234 -161,101	-21%	-$14.2M	0.27%	82
2023 Q3	$62.9M	Sell	776,335 -159,351	-17%	-$13.6M	0.33%	73
2023 Q2	$83.5M	Sell	935,686 -110,701	-11%	-$10.5M	0.42%	68
2023 Q1	$105M	Sell	1,046,387 -18,315	-2%	-$1.85M	0.55%	61
2022 Q4	$92.5M	Sell	1,064,702 -125,837	-11%	-$12M	0.51%	66
2022 Q3	$112M	Buy	1,190,539 +15,116	+1%	+$1.62M	0.67%	46
2022 Q2	$111M	Sell	1,175,423 -52,208	-4%	-$5.79M	0.62%	50
2022 Q1	$168M	Buy	1,227,631 +56,151	+5%	+$8.12M	0.82%	37
2021 Q4	$181M	Buy	1,171,480 +7,324	+0.6%	+$1.18M	0.82%	38
2021 Q3	$197M	Buy	1,164,156 +12,819	+1%	+$2.28M	0.97%	33
2021 Q2	$202M	Buy	1,151,337 +24,439	+2%	+$4.4M	0.99%	32
2021 Q1	$208M	Buy	1,126,898 +6,030	+0.5%	+$1.11M	1.12%	28
2020 Q4	$203M	Buy	1,120,868 +30,876	+3%	+$4.43M	1.14%	28
2020 Q3	$135M	Sell	1,089,992 -5,975	-0.5%	-$747K	0.85%	38
2020 Q2	$122M	Sell	1,095,967 -27,718	-2%	-$3.06M	0.85%	37
2020 Q1	$109M	Buy	1,123,685 +58,240	+5%	+$7.36M	0.94%	36
2019 Q4	$154M	Buy	1,065,445 +41,937	+4%	+$5.85M	1.03%	36
2019 Q3	$133M	Buy	1,023,508 +37,178	+4%	+$5.14M	0.97%	38
2019 Q2	$138M	Buy	986,330 +79,834	+9%	+$10.6M	1%	36
2019 Q1	$101M	Buy	906,496 +81,726	+10%	+$9.13M	0.77%	50
2018 Q4	$90.4M	Buy	824,770 +58,932	+8%	+$6.7M	0.8%	48
2018 Q3	$89.6M	Buy	765,838 +25,204	+3%	+$2.81M	0.68%	56
2018 Q2	$77.6M	Buy	740,634 +10,952	+2%	+$1.12M	0.64%	56
2018 Q1	$73.3M	Buy	729,682 +2,750	+0.4%	+$292K	0.61%	57
2017 Q4	$78.2M	Sell	726,932 -47,568	-6%	-$4.9M	0.64%	55
2017 Q3	$76.3M	Sell	774,500 -21,567	-3%	-$2.22M	0.67%	53
2017 Q2	$84.6M	Sell	796,067 -39,267	-5%	-$4.3M	0.76%	48
2017 Q1	$94.7M	Sell	835,334 -169,237	-17%	-$18.6M	0.87%	46
2016 Q4	$105M	Buy	1,004,571 +11,942	+1%	+$1.16M	1%	36
2016 Q3	$92.2M	Sell	992,629 -81,403	-8%	-$7.79M	0.9%	40
2016 Q2	$105M	Sell	1,074,032 -29,990	-3%	-$3M	1.03%	34
2016 Q1	$110M	Sell	1,104,022 -74,991	-6%	-$7.24M	1.09%	30
2015 Q4	$124M	Buy	1,179,013 +114,546	+11%	+$12.8M	1.16%	20
2015 Q3	$109M	Sell	1,064,467 -3,153	-0.3%	-$343K	1.06%	28
2015 Q2	$122M	Buy	1,067,620 +20,303	+2%	+$2.23M	1.05%	26
2015 Q1	$110M	Buy	1,047,317 +69,850	+7%	+$7.05M	0.92%	38
2014 Q4	$92.1M	Buy	977,467 +220,816	+29%	+$19.9M	0.74%	45
2014 Q3	$67.4M	Buy	756,651 +165,202	+28%	+$14.6M	0.55%	61
2014 Q2	$50.7M	Buy	591,449 +76,946	+15%	+$6.28M	0.4%	73
2014 Q1	$41.2M	Buy	514,503 +6,754	+1%	+$523K	0.34%	92
2013 Q4	$38.8M	Buy	507,749 +3,893	+0.8%	+$270K	0.31%	105
2013 Q3	$32.5M	Sell	503,856 -9,755	-2%	-$625K	0.28%	121
2013 Q2	$32.4M	Buy	+513,611	New	+$32.4M	0.3%	109

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

Luther King Capital Management (LKCM)'s DIS Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its Walt Disney (DIS) stake by 5.3% in Q1 2026, selling an estimated $1.51M and leaving 252,888 shares worth $24.4M. The position accounts for 0.11% of the portfolio, ranked #123.

Luther King Capital Management (LKCM) first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $208M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Luther King Capital Management (LKCM) held 252,888 shares of Walt Disney worth $24.4M as of Q1 2026.
Luther King Capital Management (LKCM) sold 14,291 Walt Disney shares in Q1 2026, an estimated $1.51M.
Walt Disney made up 0.11% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #123 holding.
Luther King Capital Management (LKCM) first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
Luther King Capital Management (LKCM)'s Walt Disney position peaked at $208M in Q1 2021.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.