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Saratoga Research & Investment Management’s Walt Disney DIS Stock Holding History

Saratoga Research & 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 		$104M Sell
1,083,810
-44,618
-4% -$4.55M 5.71% 7
2026
Q1 		$109M Buy
1,128,428
+104,645
+10% +$11.1M 6.17% 5
2025
Q4 		$116M Buy
1,023,783
+1,952
+0.2% +$215K 6.11% 5
2025
Q3 		$117M Sell
1,021,831
-231,825
-18% -$27.3M 6.09% 5
2025
Q2 		$155M Sell
1,253,656
-104,412
-8% -$10.8M 8.32% 2
2025
Q1 		$134M Buy
1,358,068
+10,335
+0.8% +$1.11M 7.08% 3
2024
Q4 		$150M Sell
1,347,733
-188,275
-12% -$19.8M 7.57% 2
2024
Q3 		$148M Buy
1,536,008
+242,675
+19% +$22.3M 6.47% 6
2024
Q2 		$128M Sell
1,293,333
-43,047
-3% -$4.63M 5.84% 6
2024
Q1 		$164M Sell
1,336,380
-50,139
-4% -$5.24M 7.43% 2
2023
Q4 		$125M Sell
1,386,519
-139,042
-9% -$12.3M 5.78% 4
2023
Q3 		$124M Buy
1,525,561
+190,145
+14% +$16.2M 6.04% 3
2023
Q2 		$119M Buy
1,335,416
+84,834
+7% +$8.04M 5.49% 4
2023
Q1 		$125M Buy
1,250,582
+69,595
+6% +$7.02M 5.95% 1
2022
Q4 		$103M Sell
1,180,987
-67,743
-5% -$6.48M 5.07% 4
2022
Q3 		$118M Buy
1,248,730
+48,175
+4% +$5.16M 6.23% 1
2022
Q2 		$113M Buy
1,200,555
+331,791
+38% +$36.8M 5.61% 3
2022
Q1 		$119M Buy
868,764
+86,648
+11% +$12.5M 5.19% 5
2021
Q4 		$121M Buy
782,116
+59,537
+8% +$9.62M 5.16% 6
2021
Q3 		$122M Buy
722,579
+12,276
+2% +$2.19M 5.64% 3
2021
Q2 		$125M Buy
710,303
+52,717
+8% +$9.48M 5.89% 3
2021
Q1 		$121M Sell
657,586
-141,745
-18% -$26.1M 6.14% 2
2020
Q4 		$145M Sell
799,331
-9,837
-1% -$1.41M 7.76% 1
2020
Q3 		$100M Sell
809,168
-14,279
-2% -$1.78M 6.02% 2
2020
Q2 		$91.8M Buy
823,447
+17,447
+2% +$1.93M 5.8% 3
2020
Q1 		$77.9M Buy
806,000
+165,326
+26% +$20.9M 5.4% 6
2019
Q4 		$92.7M Sell
640,674
-10,142
-2% -$1.42M 5.56% 4
2019
Q3 		$84.8M Sell
650,816
-6,422
-1% -$888K 5.48% 5
2019
Q2 		$91.8M Buy
657,238
+8,506
+1% +$1.13M 5.77% 5
2019
Q1 		$72M Buy
648,732
+244,809
+61% +$27.4M 4.92% 7
2018
Q4 		$44.3M Sell
403,923
-24,762
-6% -$2.82M 3.51% 14
2018
Q3 		$50.1M Buy
428,685
+37,931
+10% +$4.22M 3.38% 14
2018
Q2 		$41M Sell
390,754
-2,280
-0.6% -$233K 2.94% 15
2018
Q1 		$39.5M Buy
393,034
+54,158
+16% +$5.75M 2.89% 16
2017
Q4 		$36.4M Buy
338,876
+11,629
+4% +$1.2M 2.55% 17
2017
Q3 		$32.3M Buy
327,247
+274,519
+521% +$28.2M 2.47% 18
2017
Q2 		$5.6M Buy
52,728
+6,678
+15% +$731K 0.45% 29
2017
Q1 		$5.22M Buy
46,050
+11,968
+35% +$1.32M 0.43% 29
2016
Q4 		$3.55M Buy
+34,082
New +$3.32M 0.32% 28

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Saratoga Research & Investment Management's DIS Position: Q2 2026 in Review

Saratoga Research & Investment Management reduced its Walt Disney (DIS) stake by 4% in Q2 2026, selling an estimated $4.55M and leaving 1,083,810 shares worth $104M. The position accounts for 5.71% of the portfolio, ranked #7.

Saratoga Research & Investment Management first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $164M in Q1 2024. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Saratoga Research & Investment Management held 1,083,810 shares of Walt Disney worth $104M as of Q2 2026.
  • Saratoga Research & Investment Management sold 44,618 Walt Disney shares in Q2 2026, an estimated $4.55M.
  • Walt Disney made up 5.71% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #7 holding.
  • Saratoga Research & Investment Management first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
  • Saratoga Research & Investment Management's Walt Disney position peaked at $164M in Q1 2024.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.