PAS
DIS icon

PKS Advisory Services’s Walt Disney DIS Stock Holding History

PKS Advisory Services’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
Q1 		$748K Sell
7,745
-19
-0.2% -$2.01K 0.17% 121
2025
Q4 		$883K Sell
7,764
-1,661
-18% -$183K 0.2% 98
2025
Q3 		$1.08M Sell
9,425
-22
-0.2% -$2.59K 0.23% 81
2025
Q2 		$1.17M Buy
9,447
+666
+8% +$69.2K 0.29% 66
2025
Q1 		$865K Buy
8,781
+353
+4% +$37.9K 0.24% 89
2024
Q4 		$939K Buy
+8,428
New +$885K 0.23% 72

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PKS Advisory Services's DIS Position: Q1 2026 in Review

PKS Advisory Services reduced its Walt Disney (DIS) stake by 0.24% in Q1 2026, selling an estimated $2.01K and leaving 7,745 shares worth $748K. The position accounts for 0.17% of the portfolio, ranked #121.

PKS Advisory Services first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • PKS Advisory Services held 7,745 shares of Walt Disney worth $748K as of Q1 2026.
  • PKS Advisory Services sold 19 Walt Disney shares in Q1 2026, an estimated $2.01K.
  • Walt Disney made up 0.17% of PKS Advisory Services's portfolio in Q1 2026, its #121 holding.
  • PKS Advisory Services first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Walt Disney position peaked at $1.17M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.