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Mendel Money Management’s Walt Disney DIS Stock Holding History

Mendel Money Management’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
-4,006
Closed -$386K – 132
2026
Q1 		$386K Sell
4,006
-2,285
-36% -$242K 0.16% 111
2025
Q4 		$716K Sell
6,291
-512
-8% -$56.4K 0.3% 88
2025
Q3 		$779K Sell
6,803
-551
-7% -$64.9K 0.33% 82
2025
Q2 		$912K Sell
7,354
-2,932
-29% -$305K 0.4% 67
2025
Q1 		$1.02M Sell
10,286
-14,603
-59% -$1.57M 0.48% 61
2024
Q4 		$2.77M Sell
24,889
-1,250
-5% -$131K 1.24% 29
2024
Q3 		$2.51M Sell
26,139
-1,520
-5% -$140K 1.09% 30
2024
Q2 		$2.75M Sell
27,659
-4,702
-15% -$506K 1.29% 28
2024
Q1 		$3.96M Sell
32,361
-625
-2% -$65.3K 1.83% 18
2023
Q4 		$2.98M Buy
32,986
+515
+2% +$45.4K 1.43% 24
2023
Q3 		$2.63M Buy
32,471
+1,619
+5% +$138K 1.41% 25
2023
Q2 		$2.75M Sell
30,852
-1,186
-4% -$112K 1.42% 27
2023
Q1 		$3.21M Buy
32,038
+1,494
+5% +$151K 1.73% 24
2022
Q4 		$2.65M Sell
30,544
-440
-1% -$42.1K 1.51% 24
2022
Q3 		$2.92M Buy
30,984
+885
+3% +$94.7K 1.82% 24
2022
Q2 		$2.84M Buy
30,099
+901
+3% +$100K 1.69% 24
2022
Q1 		$4M Buy
29,198
+2,145
+8% +$310K 1.96% 20
2021
Q4 		$4.19M Buy
27,053
+505
+2% +$81.6K 2.42% 21
2021
Q3 		$4.49M Buy
26,548
+595
+2% +$106K 2.81% 16
2021
Q2 		$4.56M Buy
25,953
+40
+0.2% +$7.19K 2.87% 16
2021
Q1 		$4.78M Sell
25,913
-400
-2% -$73.8K 3.12% 11
2020
Q4 		$4.77M Sell
26,313
-35
-0.1% -$5.02K 3.34% 11
2020
Q3 		$3.27M Buy
26,348
+5,620
+27% +$702K 2.56% 21
2020
Q2 		$2.31M Buy
+20,728
New +$2.29M 2.03% 21

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mendel Money Management's DIS Position: Q2 2026 in Review

Mendel Money Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 4,006 shares — an estimated $386K sold.

Mendel Money Management first reported a position in DIS in Q2 2020 and held it in 24 quarters. The position peaked at $4.78M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mendel Money Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Mendel Money Management sold 4,006 Walt Disney shares in Q2 2026, an estimated $386K.
  • Mendel Money Management first reported a position in Walt Disney in Q2 2020 and held it in 24 quarters.
  • Mendel Money Management's Walt Disney position peaked at $4.78M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.