RMP
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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Richards, Merrill & Peterson's DIS Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Walt Disney (DIS) stake by 4.2% in Q2 2026, buying an estimated $26.1K and bringing the position to 6,411 shares worth $617K. The position accounts for 0.2% of the portfolio, ranked #112.

Richards, Merrill & Peterson first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Richards, Merrill & Peterson held 6,411 shares of Walt Disney worth $617K as of Q2 2026.
  • Richards, Merrill & Peterson bought 256 Walt Disney shares in Q2 2026, an estimated $26.1K.
  • Walt Disney made up 0.2% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #112 holding.
  • Richards, Merrill & Peterson first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Walt Disney position peaked at $726K in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.