MAC
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Mason & Associates (California)’s Walt Disney DIS Stock Holding History

Mason & Associates (California)’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 		– Sell
-9,000
Closed -$849K – 164
2026
Q1 		$849K Buy
+9,000
New +$951K 0.16% 69

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mason & Associates (California)'s DIS Position: Q2 2026 in Review

Mason & Associates (California) increased its Walt Disney (DIS) stake by 4.7% in Q2 2026, buying an estimated $47.4K and bringing the position to 10,324 shares worth $994K. The position accounts for 0.16% of the portfolio, ranked #69.

Mason & Associates (California) first reported a position in DIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $4M in Q4 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mason & Associates (California) held 10,324 shares of Walt Disney worth $994K as of Q2 2026.
  • Mason & Associates (California) bought 465 Walt Disney shares in Q2 2026, an estimated $47.4K.
  • Walt Disney made up 0.16% of Mason & Associates (California)'s portfolio in Q2 2026, its #69 holding.
  • Mason & Associates (California) first reported a position in Walt Disney in Q4 2021 and has held it in 16 quarters since.
  • Mason & Associates (California)'s Walt Disney position peaked at $4M in Q4 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.