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Mitchell & Pahl Private Wealth’s Walt Disney DIS Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.35M Buy
24,419
+756
+3% +$77.1K 0.86% 49
2026
Q1 		$2.28M Buy
23,663
+442
+2% +$46.7K 0.93% 45
2025
Q4 		$2.64M Buy
23,221
+205
+0.9% +$22.6K 1.1% 30
2025
Q3 		$2.64M Sell
23,016
-27
-0.1% -$3.18K 1.11% 30
2025
Q2 		$2.86M Buy
23,043
+877
+4% +$91.1K 1.26% 22
2025
Q1 		$2.19M Buy
22,166
+827
+4% +$88.9K 1.02% 35
2024
Q4 		$2.38M Buy
21,339
+635
+3% +$66.7K 1.11% 32
2024
Q3 		$1.99M Buy
20,704
+1,462
+8% +$135K 0.93% 39
2024
Q2 		$1.91M Buy
19,242
+182
+1% +$19.6K 1.01% 35
2024
Q1 		$2.33M Buy
19,060
+809
+4% +$84.5K 1.22% 18
2023
Q4 		$1.65M Sell
18,251
-643
-3% -$56.7K 0.94% 41
2023
Q3 		$1.53M Buy
18,894
+1,547
+9% +$132K 0.91% 40
2023
Q2 		$1.55M Sell
17,347
-262
-1% -$24.8K 0.93% 36
2023
Q1 		$1.76M Buy
17,609
+905
+5% +$91.2K 1.1% 25
2022
Q4 		$1.45M Buy
16,704
+521
+3% +$49.8K 0.95% 37
2022
Q3 		$1.53M Buy
16,183
+337
+2% +$36.1K 1.13% 21
2022
Q2 		$1.5M Buy
15,846
+1,185
+8% +$132K 1.04% 25
2022
Q1 		$2.01M Buy
14,661
+425
+3% +$61.4K 1.28% 17
2021
Q4 		$2.21M Buy
14,236
+320
+2% +$51.7K 1.41% 16
2021
Q3 		$2.35M Buy
13,916
+250
+2% +$44.6K 1.7% 10
2021
Q2 		$2.4M Buy
13,666
+94
+0.7% +$16.9K 1.72% 7
2021
Q1 		$2.5M Buy
13,572
+101
+0.7% +$18.6K 1.94% 5
2020
Q4 		$2.44M Buy
+13,471
New +$1.93M 2.05% 5

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

Mitchell & Pahl Private Wealth's DIS Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Walt Disney (DIS) stake by 3.2% in Q2 2026, buying an estimated $77.1K and bringing the position to 24,419 shares worth $2.35M. The position accounts for 0.86% of the portfolio, ranked #49.

Mitchell & Pahl Private Wealth first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.86M in Q2 2025. 593 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 24,419 shares of Walt Disney worth $2.35M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 756 Walt Disney shares in Q2 2026, an estimated $77.1K.
  • Walt Disney made up 0.86% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #49 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Walt Disney position peaked at $2.86M in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.