Means Investment Company’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 | $929K | Sell |
9,648
-711
| -7% | -$72.5K | 0.07% | 94 |
|
|
2026
Q1 | $998K | Sell |
10,359
-400
| -4% | -$42.3K | 0.09% | 85 |
|
|
2025
Q4 | $1.22M | Sell |
10,759
-2,188
| -17% | -$241K | 0.1% | 80 |
|
|
2025
Q3 | $1.48M | Sell |
12,947
-304
| -2% | -$35.8K | 0.13% | 71 |
|
|
2025
Q2 | $1.64M | Sell |
13,251
-1,875
| -12% | -$195K | 0.16% | 66 |
|
|
2025
Q1 | $1.49M | Sell |
15,126
-2,847
| -16% | -$306K | 0.16% | 68 |
|
|
2024
Q4 | $2M | Sell |
17,973
-3,972
| -18% | -$417K | 0.21% | 61 |
|
|
2024
Q3 | $2.11M | Sell |
21,945
-2,199
| -9% | -$202K | 0.23% | 59 |
|
|
2024
Q2 | $2.4M | Sell |
24,144
-931
| -4% | -$100K | 0.29% | 50 |
|
|
2024
Q1 | $3.07M | Buy |
25,075
+320
| +1% | +$33.4K | 0.4% | 43 |
|
|
2023
Q4 | $2.24M | Sell |
24,755
-22,508
| -48% | -$1.98M | 0.32% | 53 |
|
|
2023
Q3 | $3.83M | Sell |
47,263
-2,800
| -6% | -$239K | 0.63% | 30 |
|
|
2023
Q2 | $4.47M | Sell |
50,063
-2,879
| -5% | -$273K | 0.71% | 27 |
|
|
2023
Q1 | $5.3M | Sell |
52,942
-51
| -0.1% | -$5.14K | 0.93% | 21 |
|
|
2022
Q4 | $4.6M | Sell |
52,993
-275
| -0.5% | -$26.3K | 0.92% | 26 |
|
|
2022
Q3 | $5.03M | Buy |
53,268
+1,244
| +2% | +$133K | 1.09% | 19 |
|
|
2022
Q2 | $4.91M | Buy |
52,024
+3,028
| +6% | +$336K | 1.04% | 21 |
|
|
2022
Q1 | $6.72M | Buy |
48,996
+3,447
| +8% | +$498K | 1.22% | 17 |
|
|
2021
Q4 | $7.05M | Buy |
45,549
+3,432
| +8% | +$554K | 1.25% | 16 |
|
|
2021
Q3 | $7.13M | Buy |
42,117
+1,455
| +4% | +$259K | 1.41% | 15 |
|
|
2021
Q2 | $7.15M | Buy |
40,662
+3,422
| +9% | +$615K | 1.43% | 16 |
|
|
2021
Q1 | $6.87M | Buy |
37,240
+784
| +2% | +$145K | 1.56% | 15 |
|
|
2020
Q4 | $6.96M | Buy |
36,456
+3,125
| +9% | +$449K | 1.59% | 13 |
|
|
2020
Q3 | $4.25M | Buy |
33,331
+5,552
| +20% | +$694K | 1.17% | 14 |
|
|
2020
Q2 | $3.63M | Buy |
27,779
+1,260
| +5% | +$139K | 1.14% | 15 |
|
|
2020
Q1 | $2.68M | Buy |
26,519
+18,113
| +215% | +$2.29M | 1.04% | 26 |
|
|
2019
Q4 | $1.21M | Buy |
8,406
+681
| +9% | +$95.1K | 0.41% | 59 |
|
|
2019
Q3 | $1.03M | Buy |
7,725
+354
| +5% | +$48.9K | 0.39% | 62 |
|
|
2019
Q2 | $1.04M | Buy |
7,371
+65
| +0.9% | +$8.62K | 0.43% | 60 |
|
|
2019
Q1 | $811K | Buy |
7,306
+387
| +6% | +$43.3K | 0.36% | 65 |
|
|
2018
Q4 | $759K | Buy |
+6,919
| New | +$787K | 0.42% | 63 |
|
Other funds holding DIS
Means Investment Company's DIS Position: Q2 2026 in Review
Means Investment Company reduced its Walt Disney (DIS) stake by 6.9% in Q2 2026, selling an estimated $72.5K and leaving 9,648 shares worth $929K. The position accounts for 0.07% of the portfolio, ranked #94.
Means Investment Company first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.15M in Q2 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Means Investment Company held 9,648 shares of Walt Disney worth $929K as of Q2 2026.
- Means Investment Company sold 711 Walt Disney shares in Q2 2026, an estimated $72.5K.
- Walt Disney made up 0.07% of Means Investment Company's portfolio in Q2 2026, its #94 holding.
- Means Investment Company first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's Walt Disney position peaked at $7.15M in Q2 2021.
- 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.