MBA Advisors
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MBA Advisors’s Walt Disney DIS Stock Holding History

MBA Advisors’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
Q3 		$338K Sell
3,220
-648
-17% -$66.4K 0.11% 122
2026
Q2 		$372K Buy
+3,868
New +$394K 0.13% 108
2024
Q3 		– Sell
-2,574
Closed -$256K – 133
2024
Q2 		$256K Buy
2,574
+469
+22% +$50.5K 0.13% 114
2024
Q1 		$258K Sell
2,105
-693
-25% -$72.4K 0.13% 109
2023
Q4 		$253K Buy
2,798
+195
+7% +$17.2K 0.14% 108
2023
Q3 		$211K Sell
2,603
-995
-28% -$85K 0.13% 112
2023
Q2 		$321K Buy
3,598
+500
+16% +$47.4K 0.19% 86
2023
Q1 		$310K Sell
3,098
-20
-0.6% -$2.02K 0.19% 94
2022
Q4 		$271K Sell
3,118
-1,290
-29% -$123K 0.18% 101
2022
Q3 		$416K Hold
4,408
– – 0.3% 73
2022
Q2 		$416K Sell
4,408
-393
-8% -$43.6K 0.29% 74
2022
Q1 		$658K Buy
4,801
+86
+2% +$12.4K 0.41% 66
2021
Q4 		$730K Buy
4,715
+578
+14% +$93.3K 0.45% 60
2021
Q3 		$700K Hold
4,137
– – 0.52% 51
2021
Q2 		$727K Buy
4,137
+32
+0.8% +$5.76K 0.34% 52
2021
Q1 		$757K Buy
+4,105
New +$757K 0.42% 47

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

MBA Advisors's DIS Position: Q3 2026 in Review

MBA Advisors reduced its Walt Disney (DIS) stake by 17% in Q3 2026, selling an estimated $66.4K and leaving 3,220 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #122.

MBA Advisors first reported a position in DIS in Q1 2021 and has held it in 16 quarters since. The position peaked at $757K in Q1 2021. 1,304 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • MBA Advisors held 3,220 shares of Walt Disney worth $338K as of Q3 2026.
  • MBA Advisors sold 648 Walt Disney shares in Q3 2026, an estimated $66.4K.
  • Walt Disney made up 0.11% of MBA Advisors's portfolio in Q3 2026, its #122 holding.
  • MBA Advisors first reported a position in Walt Disney in Q1 2021 and has held it in 16 quarters since.
  • MBA Advisors's Walt Disney position peaked at $757K in Q1 2021.
  • 1,304 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.