Richards, Merrill & Peterson’s Walt Disney DIS Stock Holding History

Richards, Merrill & Peterson’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 Q3	$682K	Buy	6,502 +91	+1%	+$9.32K	0.21%	107
2026 Q2	$617K	Buy	6,411 +256	+4%	+$26.1K	0.2%	112
2026 Q1	$593K	Sell	6,155 -230	-4%	-$24.3K	0.22%	101
2025 Q4	$726K	Buy	6,385 +997	+19%	+$110K	0.28%	91
2025 Q3	$617K	Buy	5,388 +319	+6%	+$37.6K	0.27%	100
2025 Q2	$629K	Buy	5,069 +174	+4%	+$18.1K	0.3%	85
2025 Q1	$483K	Buy	4,895 +175	+4%	+$18.8K	0.25%	93
2024 Q4	$526K	Buy	+4,720	New	+$496K	0.27%	88

Other funds holding DIS

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Richards, Merrill & Peterson's DIS Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its Walt Disney (DIS) stake by 1.4% in Q3 2026, buying an estimated $9.32K and bringing the position to 6,502 shares worth $682K. The position accounts for 0.21% of the portfolio, ranked #107.

Richards, Merrill & Peterson first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $726K in Q4 2025. 1,593 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Richards, Merrill & Peterson held 6,502 shares of Walt Disney worth $682K as of Q3 2026.
Richards, Merrill & Peterson bought 91 Walt Disney shares in Q3 2026, an estimated $9.32K.
Walt Disney made up 0.21% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #107 holding.
Richards, Merrill & Peterson first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Walt Disney position peaked at $726K in Q4 2025.
1,593 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.