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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
Q2 		$4.25M Sell
43,807
-5,120
-10% -$522K 0.34% 50
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 $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 $3.38T AUM 44.17% 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

MMBG Investment Advisors's DIS Position: Q2 2026 in Review

MMBG Investment Advisors reduced its Walt Disney (DIS) stake by 10% in Q2 2026, selling an estimated $522K and leaving 43,807 shares worth $4.25M. The position accounts for 0.34% of the portfolio, ranked #50.

MMBG Investment Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.7M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • MMBG Investment Advisors held 43,807 shares of Walt Disney worth $4.25M as of Q2 2026.
  • MMBG Investment Advisors sold 5,120 Walt Disney shares in Q2 2026, an estimated $522K.
  • Walt Disney made up 0.34% of MMBG Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • MMBG Investment Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's Walt Disney position peaked at $21.7M in Q1 2024.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.