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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
Q2 		$749K Buy
7,776
+31
+0.4% +$3.16K 0.12% 166
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PKS Advisory Services's DIS Position: Q2 2026 in Review

PKS Advisory Services increased its Walt Disney (DIS) stake by 0.4% in Q2 2026, buying an estimated $3.16K and bringing the position to 7,776 shares worth $749K. The position accounts for 0.12% of the portfolio, ranked #166.

PKS Advisory Services first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • PKS Advisory Services held 7,776 shares of Walt Disney worth $749K as of Q2 2026.
  • PKS Advisory Services bought 31 Walt Disney shares in Q2 2026, an estimated $3.16K.
  • Walt Disney made up 0.12% of PKS Advisory Services's portfolio in Q2 2026, its #166 holding.
  • PKS Advisory Services first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • PKS Advisory Services's Walt Disney position peaked at $1.17M in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.