Monetary Management Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$330K Sell
3,425
-150
-4% -$15.3K 0.07% 184
2026
Q1
$345K Hold
3,575
0.08% 172
2025
Q4
$407K Sell
3,575
-1,000
-22% -$110K 0.09% 161
2025
Q3
$524K Hold
4,575
0.12% 140
2025
Q2
$567K Hold
4,575
0.14% 133
2025
Q1
$452K Buy
4,575
+150
+3% +$16.1K 0.12% 146
2024
Q4
$493K Hold
4,425
0.13% 141
2024
Q3
$426K Hold
4,425
0.11% 156
2024
Q2
$439K Buy
4,425
+268
+6% +$28.9K 0.12% 144
2024
Q1
$509K Buy
4,157
+332
+9% +$34.7K 0.14% 134
2023
Q4
$345K Sell
3,825
-625
-14% -$55.1K 0.11% 158
2023
Q3
$361K Sell
4,450
-750
-14% -$64.1K 0.12% 148
2023
Q2
$464K Hold
5,200
0.14% 137
2023
Q1
$521K Hold
5,200
0.15% 131
2022
Q4
$452K Buy
5,200
+600
+13% +$57.4K 0.14% 138
2022
Q3
$434K Sell
4,600
-1,900
-29% -$203K 0.14% 130
2022
Q2
$614K Sell
6,500
-250
-4% -$27.7K 0.19% 106
2022
Q1
$926K Buy
6,750
+750
+13% +$108K 0.25% 88
2021
Q4
$929K Sell
6,000
-125
-2% -$20.2K 0.23% 89
2021
Q3
$1.04M Buy
6,125
+1,375
+29% +$245K 0.28% 81
2021
Q2
$835K Hold
4,750
0.25% 84
2021
Q1
$876K Hold
4,750
0.28% 81
2020
Q4
$861K Buy
4,750
+105
+2% +$15.1K 0.28% 81
2020
Q3
$576K Hold
4,645
0.21% 96
2020
Q2
$518K Hold
4,645
0.2% 97
2020
Q1
$449K Sell
4,645
-10,280
-69% -$1.3M 0.2% 100
2019
Q4
$2.16M Sell
14,925
-300
-2% -$41.9K 0.79% 38
2019
Q3
$1.98M Sell
15,225
-8,795
-37% -$1.22M 0.75% 44
2019
Q2
$3.35M Buy
24,020
+4,790
+25% +$635K 1.29% 17
2019
Q1
$2.13M Sell
19,230
-400
-2% -$44.7K 0.85% 36
2018
Q4
$2.15M Hold
19,630
0.97% 33
2018
Q3
$2.3M Sell
19,630
-25
-0.1% -$2.78K 0.88% 35
2018
Q2
$2.06M Buy
19,655
+425
+2% +$43.5K 0.84% 32
2018
Q1
$1.93M Hold
19,230
0.8% 40
2017
Q4
$2.07M Sell
19,230
-25
-0.1% -$2.58K 0.83% 36
2017
Q3
$1.9M Sell
19,255
-6,325
-25% -$651K 0.8% 41
2017
Q2
$2.72M Buy
25,580
+375
+1% +$41.1K 1.11% 30
2017
Q1
$2.86M Buy
25,205
+130
+0.5% +$14.3K 1.24% 31
2016
Q4
$2.61M Sell
25,075
-50
-0.2% -$4.88K 1.21% 29
2016
Q3
$2.33M Sell
25,125
-1,000
-4% -$95.8K 1.08% 34
2016
Q2
$2.56M Buy
26,125
+575
+2% +$57.5K 1.19% 31
2016
Q1
$2.54M Sell
25,550
-1,854
-7% -$179K 1.23% 25
2015
Q4
$2.88M Buy
27,404
+1,429
+6% +$159K 1.38% 23
2015
Q3
$2.65M Buy
25,975
+21,575
+490% +$2.35M 1.33% 23
2015
Q2
$502K Buy
4,400
+500
+13% +$54.9K 0.23% 99
2015
Q1
$409K Buy
3,900
+3,100
+388% +$313K 0.18% 105
2014
Q4
$75K Buy
+800
New +$72.1K 0.03% 217

Other funds holding DIS

Monetary Management Group's DIS Position: Q2 2026 in Review

Monetary Management Group reduced its Walt Disney (DIS) stake by 4.2% in Q2 2026, selling an estimated $15.3K and leaving 3,425 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #184.

Monetary Management Group first reported a position in DIS in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.35M in Q2 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Monetary Management Group held 3,425 shares of Walt Disney worth $330K as of Q2 2026.
  • Monetary Management Group sold 150 Walt Disney shares in Q2 2026, an estimated $15.3K.
  • Walt Disney made up 0.07% of Monetary Management Group's portfolio in Q2 2026, its #184 holding.
  • Monetary Management Group first reported a position in Walt Disney in Q4 2014 and has held it in 47 quarters since.
  • Monetary Management Group's Walt Disney position peaked at $3.35M in Q2 2019.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.