RKL Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $510K | Buy |
5,302
+303
| +6% | +$30.9K | 0.04% | 135 |
|
|
2026
Q1 | $482K | Buy |
4,999
+81
| +2% | +$8.56K | 0.04% | 129 |
|
|
2025
Q4 | $560K | Sell |
4,918
-534
| -10% | -$58.8K | 0.05% | 122 |
|
|
2025
Q3 | $624K | Hold |
5,452
| – | – | 0.05% | 115 |
|
|
2025
Q2 | $676K | Buy |
5,452
+1,133
| +26% | +$118K | 0.06% | 112 |
|
|
2025
Q1 | $426K | Buy |
+4,319
| New | +$464K | 0.04% | 129 |
|
|
2022
Q2 | – | Sell |
-39,246
| Closed | -$5.38M | – | 140 |
|
|
2022
Q1 | $5.38M | Buy |
39,246
+679
| +2% | +$98.2K | 0.65% | 31 |
|
|
2021
Q4 | $5.97M | Sell |
38,567
-426
| -1% | -$68.8K | 0.71% | 31 |
|
|
2021
Q3 | $6.6M | Sell |
38,993
-182
| -0.5% | -$32.4K | 0.84% | 28 |
|
|
2021
Q2 | $6.89M | Sell |
39,175
-509
| -1% | -$91.5K | 0.87% | 27 |
|
|
2021
Q1 | $7.32M | Sell |
39,684
-2,342
| -6% | -$432K | 0.98% | 27 |
|
|
2020
Q4 | $7.61M | Sell |
42,026
-724
| -2% | -$104K | 1.06% | 26 |
|
|
2020
Q3 | $5.3M | Sell |
42,750
-113
| -0.3% | -$14.1K | 0.84% | 29 |
|
|
2020
Q2 | $4.78M | Buy |
42,863
+302
| +0.7% | +$33.3K | 0.82% | 30 |
|
|
2020
Q1 | $4.11M | Sell |
42,561
-522
| -1% | -$66K | 0.86% | 31 |
|
|
2019
Q4 | $6.23M | Sell |
43,083
-277
| -0.6% | -$38.7K | 1.12% | 27 |
|
|
2019
Q3 | $5.66M | Sell |
43,360
-997
| -2% | -$138K | 1.08% | 27 |
|
|
2019
Q2 | $6.19M | Sell |
44,357
-185
| -0.4% | -$24.5K | 1.14% | 26 |
|
|
2019
Q1 | $4.95M | Buy |
44,542
+21,001
| +89% | +$2.35M | 0.97% | 30 |
|
|
2018
Q4 | $2.58M | Sell |
23,541
-787
| -3% | -$89.5K | 0.6% | 40 |
|
|
2018
Q3 | $2.84M | Sell |
24,328
-1,404
| -5% | -$156K | 0.6% | 37 |
|
|
2018
Q2 | $2.7M | Sell |
25,732
-3,572
| -12% | -$365K | 0.61% | 38 |
|
|
2018
Q1 | $2.96M | Sell |
29,304
-4,702
| -14% | -$500K | 0.7% | 36 |
|
|
2017
Q4 | $3.66M | Sell |
34,006
-7,073
| -17% | -$729K | 0.91% | 29 |
|
|
2017
Q3 | $4.04M | Sell |
41,079
-8,973
| -18% | -$923K | 1.14% | 29 |
|
|
2017
Q2 | $5.33M | Sell |
50,052
-6,220
| -11% | -$681K | 1.69% | 16 |
|
|
2017
Q1 | $6.38M | Sell |
56,272
-6,128
| -10% | -$675K | 2.57% | 9 |
|
|
2016
Q4 | $6.5M | Sell |
62,400
-5,416
| -8% | -$528K | 3.14% | 8 |
|
|
2016
Q3 | $6.3M | Buy |
67,816
+989
| +1% | +$94.7K | 3.17% | 9 |
|
|
2016
Q2 | $6.62M | Sell |
66,827
-818
| -1% | -$81.8K | 3.44% | 7 |
|
|
2016
Q1 | $6.72M | Sell |
67,645
-335
| -0.5% | -$32.3K | 3.86% | 6 |
|
|
2015
Q4 | $7.14M | Sell |
67,980
-1,108
| -2% | -$123K | 3.31% | 5 |
|
|
2015
Q3 | $7.06M | Sell |
69,088
-2,012
| -3% | -$219K | 4.45% | 4 |
|
|
2015
Q2 | $8.12M | Sell |
71,100
-2,920
| -4% | -$321K | 4.87% | 4 |
|
|
2015
Q1 | $7.76M | Buy |
74,020
+589
| +0.8% | +$59.4K | 4.7% | 5 |
|
|
2014
Q4 | $6.92M | Buy |
73,431
+3,487
| +5% | +$314K | 4.51% | 5 |
|
|
2014
Q3 | $6.23M | Buy |
69,944
+2,130
| +3% | +$188K | 4.35% | 6 |
|
|
2014
Q2 | $5.81M | Buy |
67,814
+6,232
| +10% | +$509K | 4.26% | 5 |
|
|
2014
Q1 | $4.93M | Buy |
+61,582
| New | +$4.77M | 3.73% | 9 |
|
Other funds holding DIS
RKL Wealth Management's DIS Position: Q2 2026 in Review
RKL Wealth Management increased its Walt Disney (DIS) stake by 6.1% in Q2 2026, buying an estimated $30.9K and bringing the position to 5,302 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #135.
RKL Wealth Management first reported a position in DIS in Q1 2014 and has held it in 39 quarters since. The position peaked at $8.12M in Q2 2015. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- RKL Wealth Management held 5,302 shares of Walt Disney worth $510K as of Q2 2026.
- RKL Wealth Management bought 303 Walt Disney shares in Q2 2026, an estimated $30.9K.
- Walt Disney made up 0.04% of RKL Wealth Management's portfolio in Q2 2026, its #135 holding.
- RKL Wealth Management first reported a position in Walt Disney in Q1 2014 and has held it in 39 quarters since.
- RKL Wealth Management's Walt Disney position peaked at $8.12M in Q2 2015.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.