Marietta Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $345K | Buy |
3,583
+25
| +0.7% | +$2.55K | 0.04% | 121 |
|
|
2026
Q1 | $343K | Sell |
3,558
-48,115
| -93% | -$5.09M | 0.04% | 117 |
|
|
2025
Q4 | $5.88M | Buy |
51,673
+522
| +1% | +$57.5K | 0.68% | 63 |
|
|
2025
Q3 | $5.86M | Buy |
51,151
+803
| +2% | +$94.6K | 0.72% | 65 |
|
|
2025
Q2 | $6.24M | Buy |
50,348
+1,763
| +4% | +$183K | 0.81% | 57 |
|
|
2025
Q1 | $4.8M | Sell |
48,585
-374
| -0.8% | -$40.2K | 0.7% | 65 |
|
|
2024
Q4 | $5.45M | Sell |
48,959
-323
| -0.7% | -$33.9K | 0.78% | 62 |
|
|
2024
Q3 | $4.74M | Buy |
49,282
+1,725
| +4% | +$159K | 0.69% | 65 |
|
|
2024
Q2 | $4.72M | Sell |
47,557
-406
| -0.8% | -$43.7K | 0.74% | 64 |
|
|
2024
Q1 | $5.87M | Sell |
47,963
-776
| -2% | -$81.1K | 0.97% | 41 |
|
|
2023
Q4 | $4.4M | Sell |
48,739
-8,370
| -15% | -$738K | 0.78% | 58 |
|
|
2023
Q3 | $4.63M | Sell |
57,109
-896
| -2% | -$76.5K | 0.92% | 50 |
|
|
2023
Q2 | $5.18M | Buy |
58,005
+4,335
| +8% | +$411K | 0.98% | 50 |
|
|
2023
Q1 | $5.37M | Buy |
53,670
+2,863
| +6% | +$289K | 1.14% | 41 |
|
|
2022
Q4 | $4.41M | Sell |
50,807
-5,528
| -10% | -$529K | 1% | 49 |
|
|
2022
Q3 | $5.31M | Sell |
56,335
-162
| -0.3% | -$17.3K | 1.33% | 27 |
|
|
2022
Q2 | $5.33M | Buy |
56,497
+2,924
| +5% | +$325K | 1.29% | 27 |
|
|
2022
Q1 | $7.35M | Buy |
53,573
+4,566
| +9% | +$660K | 1.54% | 18 |
|
|
2021
Q4 | $7.59M | Buy |
49,007
+5,730
| +13% | +$925K | 1.52% | 22 |
|
|
2021
Q3 | $7.32M | Buy |
43,277
+2,180
| +5% | +$389K | 1.6% | 16 |
|
|
2021
Q2 | $7.22M | Buy |
41,097
+1,419
| +4% | +$255K | 1.63% | 15 |
|
|
2021
Q1 | $7.32M | Sell |
39,678
-939
| -2% | -$173K | 1.82% | 13 |
|
|
2020
Q4 | $7.36M | Sell |
40,617
-1,128
| -3% | -$162K | 2.02% | 10 |
|
|
2020
Q3 | $5.18M | Buy |
41,745
+1,300
| +3% | +$162K | 1.62% | 17 |
|
|
2020
Q2 | $4.51M | Buy |
40,445
+1,577
| +4% | +$174K | 1.54% | 18 |
|
|
2020
Q1 | $3.75M | Buy |
38,868
+4,980
| +15% | +$630K | 1.46% | 21 |
|
|
2019
Q4 | $4.9M | Sell |
33,888
-2,151
| -6% | -$300K | 1.62% | 14 |
|
|
2019
Q3 | $4.7M | Buy |
36,039
+296
| +0.8% | +$40.9K | 1.71% | 12 |
|
|
2019
Q2 | $4.99M | Sell |
35,743
-334
| -0.9% | -$44.3K | 1.94% | 12 |
|
|
2019
Q1 | $4.01M | Buy |
36,077
+2,144
| +6% | +$240K | 1.65% | 14 |
|
|
2018
Q4 | $3.72M | Buy |
33,933
+3,196
| +10% | +$363K | 1.78% | 13 |
|
|
2018
Q3 | $3.59M | Buy |
30,737
+919
| +3% | +$102K | 1.59% | 14 |
|
|
2018
Q2 | $3.13M | Buy |
29,818
+2,075
| +7% | +$212K | 1.53% | 17 |
|
|
2018
Q1 | $2.79M | Buy |
27,743
+758
| +3% | +$80.5K | 1.46% | 22 |
|
|
2017
Q4 | $2.9M | Buy |
26,985
+653
| +2% | +$67.3K | 1.57% | 20 |
|
|
2017
Q3 | $2.6M | Sell |
26,332
-891
| -3% | -$91.7K | 1.45% | 22 |
|
|
2017
Q2 | $2.89M | Buy |
27,223
+1,122
| +4% | +$123K | 1.76% | 12 |
|
|
2017
Q1 | $2.96M | Buy |
26,101
+3,764
| +17% | +$414K | 1.97% | 9 |
|
|
2016
Q4 | $2.33M | Buy |
+22,337
| New | +$2.18M | 1.86% | 9 |
|
Other funds holding DIS
Marietta Wealth Management's DIS Position: Q2 2026 in Review
Marietta Wealth Management increased its Walt Disney (DIS) stake by 0.7% in Q2 2026, buying an estimated $2.55K and bringing the position to 3,583 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #121.
Marietta Wealth Management first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.59M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Marietta Wealth Management held 3,583 shares of Walt Disney worth $345K as of Q2 2026.
- Marietta Wealth Management bought 25 Walt Disney shares in Q2 2026, an estimated $2.55K.
- Walt Disney made up 0.04% of Marietta Wealth Management's portfolio in Q2 2026, its #121 holding.
- Marietta Wealth Management first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
- Marietta Wealth Management's Walt Disney position peaked at $7.59M in Q4 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.