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MMBG Investment Advisors’s Walt Disney DIS Stock Holding History

MMBG Investment 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
Q1 		$4.72M Sell
48,927
-275
-0.6% -$29.1K 0.43% 44
2025
Q4 		$5.64M Sell
49,202
-22,133
-31% -$2.44M 0.48% 38
2025
Q3 		$8.17M Sell
71,335
-26,285
-27% -$3.1M 0.72% 30
2025
Q2 		$12.2M Sell
97,620
-7,121
-7% -$740K 1.21% 19
2025
Q1 		$10.3M Sell
104,741
-28,390
-21% -$3.05M 1.17% 19
2024
Q4 		$14.8M Sell
133,131
-37,590
-22% -$3.95M 1.57% 14
2024
Q3 		$16.4M Sell
170,721
-6,660
-4% -$613K 1.71% 12
2024
Q2 		$17.6M Sell
177,381
-17
-0% -$1.83K 1.89% 12
2024
Q1 		$21.7M Buy
177,398
+120
+0.1% +$12.5K 2.29% 11
2023
Q4 		$16M Buy
177,278
+6,795
+4% +$599K 1.88% 11
2023
Q3 		$13.8M Sell
170,483
-7,615
-4% -$650K 1.74% 12
2023
Q2 		$15.8M Sell
178,098
-910
-0.5% -$86.2K 1.92% 11
2023
Q1 		$17.9M Sell
179,008
-76
-0% -$7.66K 2.27% 10
2022
Q4 		$15.6M Buy
179,084
+11,352
+7% +$1.09M 2.06% 10
2022
Q3 		$15.8M Buy
167,732
+9,480
+6% +$1.01M 2.12% 11
2022
Q2 		$14.9M Buy
158,252
+50,524
+47% +$5.61M 1.85% 13
2022
Q1 		$14.8M Buy
107,728
+12,913
+14% +$1.87M 1.54% 14
2021
Q4 		$14.7M Buy
+94,815
New +$15.3M 1.41% 16

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMBG Investment Advisors's DIS Position: Q1 2026 in Review

MMBG Investment Advisors reduced its Walt Disney (DIS) stake by 0.56% in Q1 2026, selling an estimated $29.1K and leaving 48,927 shares worth $4.72M. The position accounts for 0.43% of the portfolio, ranked #44.

MMBG Investment Advisors first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.7M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • MMBG Investment Advisors held 48,927 shares of Walt Disney worth $4.72M as of Q1 2026.
  • MMBG Investment Advisors sold 275 Walt Disney shares in Q1 2026, an estimated $29.1K.
  • Walt Disney made up 0.43% of MMBG Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • MMBG Investment Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • MMBG Investment Advisors's Walt Disney position peaked at $21.7M in Q1 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.