Orca Wealth Management’s Walt Disney DIS Stock Holding History

Orca Wealth Management’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	$369K	Sell	3,834 -38	-1%	-$3.87K	0.22%	58
2026 Q1	$373K	Hold	3,872	–	–	0.27%	56
2025 Q4	$400K	Sell	3,872 -209	-5%	-$23K	0.29%	52
2025 Q3	$467K	Sell	4,081 -135	-3%	-$15.9K	0.35%	51
2025 Q2	$523K	Sell	4,216 -115	-3%	-$11.9K	0.44%	47
2025 Q1	$427K	Buy	4,331 +199	+5%	+$21.4K	0.38%	47
2024 Q4	$460K	Buy	+4,132	New	+$434K	0.41%	48

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Orca Wealth Management's DIS Position: Q2 2026 in Review

Orca Wealth Management reduced its Walt Disney (DIS) stake by 0.98% in Q2 2026, selling an estimated $3.87K and leaving 3,834 shares worth $369K. The position accounts for 0.22% of the portfolio, ranked #58.

Orca Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $523K in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Orca Wealth Management held 3,834 shares of Walt Disney worth $369K as of Q2 2026.
Orca Wealth Management sold 38 Walt Disney shares in Q2 2026, an estimated $3.87K.
Walt Disney made up 0.22% of Orca Wealth Management's portfolio in Q2 2026, its #58 holding.
Orca Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's Walt Disney position peaked at $523K in Q2 2025.
1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.