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Marshfield Associates’s Walt Disney DIS Stock Holding History

Marshfield 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 		$158M Sell
1,642,724
-52,465
-3% -$5.55M 3.17% 15
2025
Q4 		$193M Buy
1,695,189
+60,316
+4% +$6.64M 3.38% 14
2025
Q3 		$187M Buy
1,634,873
+60,107
+4% +$7.08M 3.24% 14
2025
Q2 		$195M Sell
1,574,766
-24,554
-2% -$2.55M 3.99% 13
2025
Q1 		$158M Buy
1,599,320
+7,038
+0.4% +$756K 3.42% 13
2024
Q4 		$177M Buy
1,592,282
+2,723
+0.2% +$286K 3.84% 14
2024
Q3 		$153M Buy
1,589,559
+2,667
+0.2% +$245K 3.25% 15
2024
Q2 		$158M Buy
1,586,892
+5,796
+0.4% +$624K 3.48% 15
2024
Q1 		$193M Buy
1,581,096
+6,435
+0.4% +$672K 3.97% 14
2023
Q4 		$142M Buy
1,574,661
+160,826
+11% +$14.2M 2.89% 17
2023
Q3 		$115M Buy
+1,413,835
New +$121M 2.83% 17

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshfield Associates's DIS Position: Q1 2026 in Review

Marshfield Associates reduced its Walt Disney (DIS) stake by 3.1% in Q1 2026, selling an estimated $5.55M and leaving 1,642,724 shares worth $158M. The position accounts for 3.17% of the portfolio, ranked #15.

Marshfield Associates first reported a position in DIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $195M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Marshfield Associates held 1,642,724 shares of Walt Disney worth $158M as of Q1 2026.
  • Marshfield Associates sold 52,465 Walt Disney shares in Q1 2026, an estimated $5.55M.
  • Walt Disney made up 3.17% of Marshfield Associates's portfolio in Q1 2026, its #15 holding.
  • Marshfield Associates first reported a position in Walt Disney in Q3 2023 and has held it in 11 quarters since.
  • Marshfield Associates's Walt Disney position peaked at $195M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Marshfield Associates's 13F filing for Q1 2026, filed 15 May 2026.