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Matthew Goff Investment Advisor’s Walt Disney DIS Stock Holding History

Matthew Goff Investment Advisor’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 		$9.55M Sell
99,255
-1,241
-1% -$127K 1.61% 21
2026
Q1 		$9.69M Sell
100,496
-616
-0.6% -$65.1K 1.61% 21
2025
Q4 		$11.5M Sell
101,112
-2,630
-3% -$290K 2.04% 16
2025
Q3 		$11.9M Buy
103,742
+207
+0.2% +$24.4K 2.03% 14
2025
Q2 		$12.8M Sell
103,535
-166
-0.2% -$17.2K 2.37% 13
2025
Q1 		$10.2M Buy
103,701
+2,949
+3% +$317K 1.89% 17
2024
Q4 		$11.2M Buy
100,752
+597
+0.6% +$62.7K 2.09% 16
2024
Q3 		$9.63M Sell
100,155
-652
-0.6% -$60K 1.83% 19
2024
Q2 		$10M Sell
100,807
-654
-0.6% -$70.4K 2.04% 18
2024
Q1 		$12.4M Sell
101,461
-160
-0.2% -$16.7K 2.51% 15
2023
Q4 		$9.17M Sell
101,621
-1,383
-1% -$122K 2.03% 17
2023
Q3 		$8.35M Sell
103,004
-221
-0.2% -$18.9K 2.01% 19
2023
Q2 		$9.21M Buy
103,225
+2,637
+3% +$250K 2.16% 16
2023
Q1 		$10.1M Sell
100,588
-205
-0.2% -$20.7K 2.5% 15
2022
Q4 		$8.76M Sell
100,793
-80
-0.1% -$7.65K 2.28% 14
2022
Q3 		$9.52M Buy
100,873
+1,027
+1% +$110K 2.72% 12
2022
Q2 		$9.43M Buy
99,846
+26,046
+35% +$2.89M 2.54% 14
2022
Q1 		$10.1M Buy
73,800
+7,256
+11% +$1.05M 2.38% 14
2021
Q4 		$10.3M Buy
66,544
+192
+0.3% +$31K 2.36% 14
2021
Q3 		$11.2M Buy
66,352
+195
+0.3% +$34.8K 2.75% 12
2021
Q2 		$11.6M Buy
66,157
+1,019
+2% +$183K 2.95% 10
2021
Q1 		$12M Sell
65,138
-1,068
-2% -$197K 3.39% 6
2020
Q4 		$12M Buy
66,206
+614
+0.9% +$88.1K 3.57% 6
2020
Q3 		$8.14M Buy
65,592
+589
+0.9% +$73.6K 2.6% 13
2020
Q2 		$7.25M Buy
65,003
+348
+0.5% +$38.4K 2.38% 13
2020
Q1 		$6.25M Buy
64,655
+2,294
+4% +$290K 2.63% 14
2019
Q4 		$9.02M Sell
62,361
-877
-1% -$122K 3.34% 8
2019
Q3 		$8.24M Sell
63,238
-298
-0.5% -$41.2K 3.4% 9
2019
Q2 		$8.87M Buy
63,536
+672
+1% +$89.1K 3.8% 7
2019
Q1 		$6.98M Buy
62,864
+173
+0.3% +$19.3K 3.22% 9
2018
Q4 		$6.87M Buy
62,691
+3,643
+6% +$414K 3.49% 9
2018
Q3 		$6.91M Buy
59,048
+7,535
+15% +$839K 2.77% 12
2018
Q2 		$5.4M Buy
+51,513
New +$5.27M 2.11% 18

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Matthew Goff Investment Advisor's DIS Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its Walt Disney (DIS) stake by 1.2% in Q2 2026, selling an estimated $127K and leaving 99,255 shares worth $9.55M. The position accounts for 1.61% of the portfolio, ranked #21.

Matthew Goff Investment Advisor first reported a position in DIS in Q2 2018 and has held it in 33 quarters since. The position peaked at $12.8M in Q2 2025. 593 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Matthew Goff Investment Advisor held 99,255 shares of Walt Disney worth $9.55M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 1,241 Walt Disney shares in Q2 2026, an estimated $127K.
  • Walt Disney made up 1.61% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #21 holding.
  • Matthew Goff Investment Advisor first reported a position in Walt Disney in Q2 2018 and has held it in 33 quarters since.
  • Matthew Goff Investment Advisor's Walt Disney position peaked at $12.8M in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.