Plato Investment Management’s Walt Disney DIS Stock Holding History

Plato Investment 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	$7.6M	Buy	79,394 +6,443	+9%	+$657K	0.43%	46
2026 Q1	$7.04M	Buy	72,951 +2,166	+3%	+$229K	0.47%	43
2025 Q4	$8.09M	Buy	70,785 +8,394	+13%	+$924K	0.53%	33
2025 Q3	$7.09M	Buy	62,391 +1,590	+3%	+$187K	0.48%	37
2025 Q2	$7.51M	Buy	60,801 +14,541	+31%	+$1.51M	0.56%	31
2025 Q1	$4.62M	Sell	46,260 -7,003	-13%	-$753K	0.39%	56
2024 Q4	$5.95M	Buy	53,263 +4,972	+10%	+$522K	0.44%	43
2024 Q3	$4.64M	Hold	48,291	–	–	0.38%	56
2024 Q2	$4.79M	Buy	48,291 +5,746	+14%	+$619K	0.45%	44
2024 Q1	$5.21M	Buy	42,545 +39,269	+1,199%	+$4.1M	0.54%	34
2023 Q4	$296K	Buy	+3,276	New	+$289K	0.36%	73

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Plato Investment Management's DIS Position: Q2 2026 in Review

Plato Investment Management increased its Walt Disney (DIS) stake by 8.8% in Q2 2026, buying an estimated $657K and bringing the position to 79,394 shares worth $7.6M. The position accounts for 0.43% of the portfolio, ranked #46.

Plato Investment Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.09M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Plato Investment Management held 79,394 shares of Walt Disney worth $7.6M as of Q2 2026.
Plato Investment Management bought 6,443 Walt Disney shares in Q2 2026, an estimated $657K.
Walt Disney made up 0.43% of Plato Investment Management's portfolio in Q2 2026, its #46 holding.
Plato Investment Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Walt Disney position peaked at $8.09M in Q4 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.