M. Kulyk & Associates’s Walt Disney DIS Stock Holding History

M. Kulyk & Associates’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	$2.47M	Buy	25,654 +37	+0.1%	+$3.91K	0.46%	47
2025 Q4	$2.91M	Sell	25,617 -100	-0.4%	-$11K	0.56%	44
2025 Q3	$2.94M	Sell	25,717 -60	-0.2%	-$7.07K	0.6%	44
2025 Q2	$3.2M	Hold	25,777	–	–	0.69%	42
2025 Q1	$2.54M	Hold	25,777	–	–	0.58%	47
2024 Q4	$2.87M	Buy	25,777 +57	+0.2%	+$5.99K	0.62%	43
2024 Q3	$2.47M	Buy	25,720 +6	+0%	+$552	0.5%	47
2024 Q2	$2.55M	Buy	25,714 +74	+0.3%	+$7.97K	0.59%	45
2024 Q1	$3.14M	Buy	25,640 +682	+3%	+$71.2K	0.73%	43
2023 Q4	$2.25M	Sell	24,958 -32	-0.1%	-$2.82K	0.52%	51
2023 Q3	$2.03M	Sell	24,990 -336	-1%	-$28.7K	0.56%	49
2023 Q2	$2.26M	Hold	25,326	–	–	0.63%	48
2023 Q1	$2.54M	Sell	25,326 -139	-0.5%	-$14K	0.77%	43
2022 Q4	$2.21M	Buy	25,465 +275	+1%	+$26.3K	0.74%	43
2022 Q3	$2.38M	Sell	25,190 -1,102	-4%	-$118K	0.83%	43
2022 Q2	$2.48M	Sell	26,292 -125	-0.5%	-$13.9K	0.77%	40
2022 Q1	$3.62M	Buy	26,417 +172	+0.7%	+$24.9K	0.99%	38
2021 Q4	$4.07M	Buy	+26,245	New	+$4.24M	1.05%	38

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

M. Kulyk & Associates's DIS Position: Q1 2026 in Review

M. Kulyk & Associates increased its Walt Disney (DIS) stake by 0.14% in Q1 2026, buying an estimated $3.91K and bringing the position to 25,654 shares worth $2.47M. The position accounts for 0.46% of the portfolio, ranked #47.

M. Kulyk & Associates first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.07M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

M. Kulyk & Associates held 25,654 shares of Walt Disney worth $2.47M as of Q1 2026.
M. Kulyk & Associates bought 37 Walt Disney shares in Q1 2026, an estimated $3.91K.
Walt Disney made up 0.46% of M. Kulyk & Associates's portfolio in Q1 2026, its #47 holding.
M. Kulyk & Associates first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
M. Kulyk & Associates's Walt Disney position peaked at $4.07M in Q4 2021.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.