Parnassus Investments
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Parnassus Investments’s Walt Disney DIS Stock Holding History

Parnassus Investments’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
2024
Q4 		– Sell
-768,519
Closed -$73.9M – 130
2024
Q3 		$73.9M Buy
768,519
+4,300
+0.6% +$396K 0.16% 86
2024
Q2 		$75.9M Sell
764,219
-162,102
-17% -$17.5M 0.17% 83
2024
Q1 		$113M Hold
926,321
– – 0.24% 60
2023
Q4 		$83.6M Buy
926,321
+73,537
+9% +$6.48M 0.19% 88
2023
Q3 		$69.1M Buy
+852,784
New +$72.8M 0.17% 92
2020
Q3 		– Sell
-1,855,880
Closed -$207M – 112
2020
Q2 		$207M Sell
1,855,880
-37,421
-2% -$4.13M 0.72% 39
2020
Q1 		$183M Sell
1,893,301
-5,138,391
-73% -$650M 0.76% 39
2019
Q4 		$1.02B Buy
7,031,692
+85,048
+1% +$11.9M 3.42% 2
2019
Q3 		$905M Buy
6,946,644
+12,617
+0.2% +$1.74M 3.28% 2
2019
Q2 		$968M Sell
6,934,027
-175,138
-2% -$23.2M 3.66% 2
2019
Q1 		$789M Sell
7,109,165
-4,960
-0.1% -$554K 3.11% 4
2018
Q4 		$780M Sell
7,114,125
-106,360
-1% -$12.1M 3.4% 4
2018
Q3 		$844M Buy
7,220,485
+6,266
+0.1% +$697K 3.22% 3
2018
Q2 		$756M Buy
7,214,219
+8,536
+0.1% +$873K 3.01% 4
2018
Q1 		$724M Buy
7,205,683
+263,315
+4% +$28M 2.92% 6
2017
Q4 		$746M Buy
6,942,368
+1,238
+0% +$128K 2.93% 9
2017
Q3 		$684M Buy
6,941,130
+1,123,949
+19% +$116M 2.8% 9
2017
Q2 		$618M Sell
5,817,181
-6,183
-0.1% -$677K 2.61% 11
2017
Q1 		$638M Buy
5,823,364
+20,641
+0.4% +$2.27M 2.98% 9
2016
Q4 		$605M Buy
5,802,723
+17,846
+0.3% +$1.74M 2.99% 8
2016
Q3 		$537M Buy
5,784,877
+1,769,538
+44% +$169M 2.93% 8
2016
Q2 		$393M Buy
+4,015,339
New +$402M 2.39% 19

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parnassus Investments's DIS Position: Q4 2024 in Review

Parnassus Investments sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 768,519 shares — an estimated $73.9M sold.

Parnassus Investments first reported a position in DIS in Q2 2016 and held it in 22 quarters. The position peaked at $1.02B in Q4 2019. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Parnassus Investments reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Parnassus Investments sold 768,519 Walt Disney shares in Q4 2024, an estimated $73.9M.
  • Parnassus Investments first reported a position in Walt Disney in Q2 2016 and held it in 22 quarters.
  • Parnassus Investments's Walt Disney position peaked at $1.02B in Q4 2019.
  • 3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Parnassus Investments's 13F filing for Q4 2024, filed 10 Feb 2025.