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Mogy Joel R Investment Counsel’s Walt Disney DIS Stock Holding History

Mogy Joel R Investment Counsel’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 		$2.38M Hold
24,750
– – 0.14% 45
2026
Q1 		$2.39M Hold
24,750
– – 0.15% 45
2025
Q4 		$2.82M Sell
24,750
-166
-0.7% -$18.3K 0.15% 45
2025
Q3 		$2.85M Hold
24,916
– – 0.16% 45
2025
Q2 		$3.09M Buy
24,916
+166
+0.7% +$17.2K 0.18% 45
2025
Q1 		$2.44M Sell
24,750
-831
-3% -$89.3K 0.16% 48
2024
Q4 		$2.85M Buy
25,581
+31
+0.1% +$3.26K 0.17% 46
2024
Q3 		$2.46M Hold
25,550
– – 0.15% 47
2024
Q2 		$2.54M Sell
25,550
-750
-3% -$80.7K 0.16% 47
2024
Q1 		$3.22M Sell
26,300
-3
-0% -$313 0.22% 45
2023
Q4 		$2.37M Sell
26,303
-690
-3% -$60.8K 0.18% 49
2023
Q3 		$2.19M Sell
26,993
-1,450
-5% -$124K 0.18% 52
2023
Q2 		$2.54M Sell
28,443
-28,013
-50% -$2.65M 0.2% 46
2023
Q1 		$5.65M Sell
56,456
-2,204
-4% -$222K 0.5% 39
2022
Q4 		$5.1M Sell
58,660
-10,302
-15% -$985K 0.51% 39
2022
Q3 		$6.5M Sell
68,962
-6,780
-9% -$726K 0.68% 34
2022
Q2 		$7.15M Sell
75,742
-37,942
-33% -$4.21M 0.7% 34
2022
Q1 		$15.6M Sell
113,684
-2,418
-2% -$350K 1.23% 27
2021
Q4 		$18M Buy
116,102
+395
+0.3% +$63.8K 1.29% 26
2021
Q3 		$19.6M Buy
115,707
+1,990
+2% +$355K 1.6% 24
2021
Q2 		$20M Buy
113,717
+2,941
+3% +$529K 1.69% 22
2021
Q1 		$20.4M Buy
110,776
+2,663
+2% +$491K 1.96% 19
2020
Q4 		$19.6M Sell
108,113
-3,250
-3% -$466K 1.93% 20
2020
Q3 		$13.8M Sell
111,363
-13,640
-11% -$1.7M 1.49% 24
2020
Q2 		$13.9M Sell
125,003
-2,520
-2% -$278K 1.67% 22
2020
Q1 		$12.3M Sell
127,523
-211
-0.2% -$26.7K 1.75% 22
2019
Q4 		$18.5M Buy
127,734
+135
+0.1% +$18.8K 2.21% 15
2019
Q3 		$16.6M Sell
127,599
-1,595
-1% -$221K 2.1% 18
2019
Q2 		$18M Sell
129,194
-6,311
-5% -$837K 2.35% 14
2019
Q1 		$15M Buy
135,505
+90
+0.1% +$10.1K 2.03% 18
2018
Q4 		$14.8M Sell
135,415
-549
-0.4% -$62.4K 2.3% 14
2018
Q3 		$15.9M Sell
135,964
-1,492
-1% -$166K 2.14% 14
2018
Q2 		$14.4M Buy
137,456
+1,045
+0.8% +$107K 2.13% 17
2018
Q1 		$13.7M Sell
136,411
-500
-0.4% -$53.1K 2.13% 18
2017
Q4 		$14.7M Buy
136,911
+896
+0.7% +$92.3K 2.3% 16
2017
Q3 		$13.4M Buy
136,015
+152
+0.1% +$15.6K 2.23% 17
2017
Q2 		$14.4M Sell
135,863
-125
-0.1% -$13.7K 2.48% 13
2017
Q1 		$15.4M Sell
135,988
-1,275
-0.9% -$140K 2.66% 11
2016
Q4 		$14.3M Sell
137,263
-2,050
-1% -$200K 2.6% 10
2016
Q3 		$12.9M Buy
139,313
+2,715
+2% +$260K 2.37% 13
2016
Q2 		$13.4M Buy
136,598
+900
+0.7% +$90K 2.48% 11
2016
Q1 		$13.5M Buy
135,698
+121,774
+875% +$11.8M 2.5% 10
2015
Q4 		$14.6K Sell
13,924
-110,969
-89% -$12.4M 2.74% 9
2015
Q3 		$12.8M Buy
124,893
+20,780
+20% +$2.26M 2.52% 10
2015
Q2 		$11.9M Buy
104,113
+33,365
+47% +$3.66M 2.25% 13
2015
Q1 		$7.42M Buy
70,748
+15,675
+28% +$1.58M 1.39% 26
2014
Q4 		$5.19M Sell
55,073
-300
-0.5% -$27K 0.98% 33
2014
Q3 		$4.93M Sell
55,373
-3,600
-6% -$318K 0.99% 33
2014
Q2 		$5.06M Sell
58,973
-1,312
-2% -$107K 1.01% 34
2014
Q1 		$4.83M Hold
60,285
– – 1.01% 36
2013
Q4 		$4.61M Sell
60,285
-327
-0.5% -$22.7K 0.97% 37
2013
Q3 		$3.91M Hold
60,612
– – 0.9% 38
2013
Q2 		$3.83M Buy
+60,612
New +$3.83M 0.93% 39

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Mogy Joel R Investment Counsel's DIS Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Walt Disney (DIS) position steady in Q2 2026 at 24,750 shares worth $2.38M. The position accounts for 0.14% of the portfolio, ranked #45.

Mogy Joel R Investment Counsel first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.4M in Q1 2021. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mogy Joel R Investment Counsel held 24,750 shares of Walt Disney worth $2.38M as of Q2 2026.
  • Mogy Joel R Investment Counsel left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.14% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #45 holding.
  • Mogy Joel R Investment Counsel first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Mogy Joel R Investment Counsel's Walt Disney position peaked at $20.4M in Q1 2021.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.