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Sather Financial Group’s Walt Disney DIS Stock Holding History

Sather Financial Group’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
Q1 		– Sell
-1,899
Closed -$216K – 114
2025
Q4 		$216K Hold
1,899
– – 0.01% 101
2025
Q3 		$217K Buy
1,899
+168
+10% +$19.8K 0.01% 101
2025
Q2 		$215K Buy
+1,731
New +$180K 0.01% 107
2024
Q2 		– Sell
-1,731
Closed -$212K – 88
2024
Q1 		$212K Buy
+1,731
New +$181K 0.02% 92
2023
Q2 		– Sell
-2,281
Closed -$228K – 94
2023
Q1 		$228K Sell
2,281
-73,756
-97% -$7.44M 0.02% 89
2022
Q4 		$6.61M Buy
76,037
+73,880
+3,425% +$7.07M 0.54% 38
2022
Q3 		$203K Buy
+2,157
New +$231K 0.02% 74
2022
Q2 		– Sell
-2,005
Closed -$275K – 88
2022
Q1 		$275K Buy
2,005
+227
+13% +$32.8K 0.02% 79
2021
Q4 		$275K Hold
1,778
– – 0.02% 69
2021
Q3 		$301K Buy
+1,778
New +$317K 0.03% 64
2020
Q3 		– Sell
-153,875
Closed -$17.2M – 47
2020
Q2 		$17.2M Sell
153,875
-134,006
-47% -$14.8M 2.94% 19
2020
Q1 		$27.8M Buy
287,881
+9,135
+3% +$1.15M 5.44% 3
2019
Q4 		$40.3M Buy
278,746
+3,634
+1% +$507K 6.32% 2
2019
Q3 		$35.9M Sell
275,112
-254
-0.1% -$35.1K 6.51% 2
2019
Q2 		$38.5M Sell
275,366
-805
-0.3% -$107K 7.3% 2
2019
Q1 		$30.7M Buy
276,171
+271,211
+5,468% +$30.3M 6.21% 2
2018
Q4 		$543K Buy
4,960
+1,395
+39% +$159K 0.12% 41
2018
Q3 		$416K Hold
3,565
– – 0.08% 46
2018
Q2 		$374K Buy
3,565
+356
+11% +$36.4K 0.08% 59
2018
Q1 		$322K Buy
3,209
+1,126
+54% +$120K 0.08% 64
2017
Q4 		$224K Hold
2,083
– – 0.06% 62
2017
Q3 		$205K Hold
2,083
– – 0.06% 65
2017
Q2 		$221K Buy
+2,083
New +$228K 0.06% 65

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sather Financial Group's DIS Position: Q1 2026 in Review

Sather Financial Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,899 shares — an estimated $216K sold.

Sather Financial Group first reported a position in DIS in Q2 2017 and held it in 23 quarters. The position peaked at $40.3M in Q4 2019. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sather Financial Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Sather Financial Group sold 1,899 Walt Disney shares in Q1 2026, an estimated $216K.
  • Sather Financial Group first reported a position in Walt Disney in Q2 2017 and held it in 23 quarters.
  • Sather Financial Group's Walt Disney position peaked at $40.3M in Q4 2019.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.