MLL
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Moody Lynn & Lieberson’s Walt Disney DIS Stock Holding History

Moody Lynn & Lieberson’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 		$885K Sell
9,195
-55
-0.6% -$5.61K 0.05% 130
2026
Q1 		$892K Sell
9,250
-341
-4% -$36K 0.05% 124
2025
Q4 		$1.09M Sell
9,591
-133
-1% -$14.6K 0.06% 114
2025
Q3 		$1.11M Sell
9,724
-109
-1% -$12.8K 0.06% 112
2025
Q2 		$1.22M Buy
9,833
+77
+0.8% +$8K 0.07% 109
2025
Q1 		$963K Sell
9,756
-21
-0.2% -$2.26K 0.06% 121
2024
Q4 		$1.09M Buy
9,777
+221
+2% +$23.2K 0.07% 109
2024
Q3 		$919K Sell
9,556
-140
-1% -$12.9K 0.06% 135
2024
Q2 		$963K Buy
9,696
+15
+0.2% +$1.61K 0.06% 120
2024
Q1 		$1.18M Sell
9,681
-139
-1% -$14.5K 0.08% 105
2023
Q4 		$887K Sell
9,820
-10,632
-52% -$937K 0.07% 123
2023
Q3 		$1.66M Sell
20,452
-883
-4% -$75.4K 0.14% 85
2023
Q2 		$1.9M Buy
21,335
+1,805
+9% +$171K 0.15% 85
2023
Q1 		$1.96M Buy
19,530
+50
+0.3% +$5.04K 0.18% 84
2022
Q4 		$1.69M Sell
19,480
-282
-1% -$27K 0.15% 89
2022
Q3 		$1.86M Sell
19,762
-96
-0.5% -$10.3K 0.18% 85
2022
Q2 		$1.88M Sell
19,858
-302
-1% -$33.5K 0.17% 86
2022
Q1 		$2.77M Sell
20,160
-8,827
-30% -$1.28M 0.2% 81
2021
Q4 		$4.49M Sell
28,987
-20,775
-42% -$3.36M 0.3% 62
2021
Q3 		$8.42M Sell
49,762
-654
-1% -$117K 0.63% 46
2021
Q2 		$8.86M Buy
50,416
+340
+0.7% +$61.1K 0.67% 45
2021
Q1 		$9.24M Buy
50,076
+13,382
+36% +$2.47M 0.77% 42
2020
Q4 		$6.65M Buy
36,694
+14,574
+66% +$2.09M 0.57% 52
2020
Q3 		$2.75M Buy
22,120
+440
+2% +$55K 0.27% 73
2020
Q2 		$2.42M Sell
21,680
-87
-0.4% -$9.61K 0.26% 72
2020
Q1 		$2.1K Sell
21,767
-10,728
-33% -$1.36M 0.29% 63
2019
Q4 		$4.7M Sell
32,495
-14,444
-31% -$2.02M 0.45% 63
2019
Q3 		$6.12M Buy
46,939
+23,946
+104% +$3.31M 0.68% 52
2019
Q2 		$3.21M Sell
22,993
-534
-2% -$70.8K 0.35% 64
2019
Q1 		$2.61M Sell
23,527
-632
-3% -$70.6K 0.3% 65
2018
Q4 		$2.65M Sell
24,159
-83
-0.3% -$9.44K 0.36% 60
2018
Q3 		$2.83M Buy
24,242
+1,977
+9% +$220K 0.3% 68
2018
Q2 		$2.33M Sell
22,265
-693
-3% -$70.9K 0.28% 71
2018
Q1 		$2.31M Sell
22,958
-11
-0% -$1.17K 0.28% 66
2017
Q4 		$2.53M Sell
22,969
-111
-0.5% -$11.4K 0.27% 68
2017
Q3 		$2.27M Sell
23,080
-1,550
-6% -$159K 0.28% 73
2017
Q2 		$2.62M Buy
24,630
+4,462
+22% +$489K 0.34% 63
2017
Q1 		$2.29M Sell
20,168
-551
-3% -$60.7K 0.32% 67
2016
Q4 		$2.16M Sell
20,719
-38,367
-65% -$3.74M 0.31% 72
2016
Q3 		$5.49M Sell
59,086
-1,420
-2% -$136K 0.91% 43
2016
Q2 		$5.92M Sell
60,506
-20,944
-26% -$2.09M 1.06% 35
2016
Q1 		$8.09M Sell
81,450
-19,111
-19% -$1.84M 1.27% 28
2015
Q4 		$10.6M Sell
100,561
-19,366
-16% -$2.16M 1.66% 17
2015
Q3 		$12.3M Sell
119,927
-56,785
-32% -$6.18M 2.35% 8
2015
Q2 		$20.2M Buy
176,712
+9,114
+5% +$1M 3.21% 2
2015
Q1 		$17.6M Sell
167,598
-10,814
-6% -$1.09M 2.8% 7
2014
Q4 		$16.8M Buy
178,412
+11,546
+7% +$1.04M 2.4% 8
2014
Q3 		$14.9M Sell
166,866
-8,597
-5% -$758K 2.21% 11
2014
Q2 		$15M Buy
175,463
+79,903
+84% +$6.53M 2.07% 9
2014
Q1 		$7.65M Buy
95,560
+7,680
+9% +$595K 1.11% 34
2013
Q4 		$6.71M Sell
87,880
-1,929
-2% -$134K 0.91% 44
2013
Q3 		$5.79M Sell
89,809
-63,534
-41% -$4.07M 0.9% 49
2013
Q2 		$9.68M Buy
+153,343
New +$9.69M 1.69% 15

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Moody Lynn & Lieberson's DIS Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Walt Disney (DIS) stake by 0.59% in Q2 2026, selling an estimated $5.61K and leaving 9,195 shares worth $885K. The position accounts for 0.05% of the portfolio, ranked #130.

Moody Lynn & Lieberson first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.2M in Q2 2015. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Moody Lynn & Lieberson held 9,195 shares of Walt Disney worth $885K as of Q2 2026.
  • Moody Lynn & Lieberson sold 55 Walt Disney shares in Q2 2026, an estimated $5.61K.
  • Walt Disney made up 0.05% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #130 holding.
  • Moody Lynn & Lieberson first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's Walt Disney position peaked at $20.2M in Q2 2015.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.