Oldfield Partners’s Walt Disney DIS Stock Holding History

Oldfield Partners’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	$71.8M	Buy	745,800 +241,700	+48%	+$24.6M	17.3%	3
2026 Q1	$57.4M	Hold	504,100	–	–	14.58%	4
2025 Q4	$57.4M	Buy	504,100 +68,900	+16%	+$7.59M	16.26%	3
2025 Q3	$49.8M	Sell	435,200 -700	-0.2%	-$82.4K	15.56%	3
2025 Q2	$54.1M	Sell	435,900 -107,200	-20%	-$11.1M	18.57%	2
2025 Q1	$53.6M	Buy	543,100 +8,400	+2%	+$903K	15.66%	3
2024 Q4	$59.5M	Buy	534,700 +18,900	+4%	+$1.99M	17.27%	1
2024 Q3	$49.6M	Sell	515,800 -800	-0.2%	-$73.6K	10.49%	4
2024 Q2	$51.3M	Sell	516,600 -144,200	-22%	-$15.5M	9.69%	6
2024 Q1	$80.9M	Sell	660,800 -280,000	-30%	-$29.2M	10.89%	4
2023 Q4	$84.9M	Buy	940,800 +50,800	+6%	+$4.48M	11.66%	4
2023 Q3	$72.1M	Buy	+890,000	New	+$76M	11.11%	6

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Oldfield Partners's DIS Position: Q2 2026 in Review

Oldfield Partners increased its Walt Disney (DIS) stake by 48% in Q2 2026, buying an estimated $24.6M and bringing the position to 745,800 shares worth $71.8M. The position accounts for 17.3% of the portfolio, ranked #3.

Oldfield Partners first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $84.9M in Q4 2023. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Oldfield Partners held 745,800 shares of Walt Disney worth $71.8M as of Q2 2026.
Oldfield Partners bought 241,700 Walt Disney shares in Q2 2026, an estimated $24.6M.
Walt Disney made up 17.3% of Oldfield Partners's portfolio in Q2 2026, its #3 holding.
Oldfield Partners first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
Oldfield Partners's Walt Disney position peaked at $84.9M in Q4 2023.
525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Oldfield Partners's 13F filing for Q2 2026, filed 10 Jul 2026.