SI
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Scharf Investments’s Walt Disney DIS Stock Holding History

Scharf Investments’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 		$56.9M Sell
591,045
-81,427
-12% -$8.3M 1.88% 25
2026
Q1 		$64.8M Sell
672,472
-130,042
-16% -$13.7M 2% 24
2025
Q4 		$91.3M Sell
802,514
-41,352
-5% -$4.55M 2.45% 20
2025
Q3 		$96.6M Buy
843,866
+3,599
+0.4% +$424K 2.43% 17
2025
Q2 		$104M Buy
840,267
+261,898
+45% +$27.2M 3% 14
2025
Q1 		$57.1M Sell
578,369
-10,603
-2% -$1.14M 1.73% 24
2024
Q4 		$65.6M Sell
588,972
-38,787
-6% -$4.07M 1.94% 20
2024
Q3 		$60.4M Sell
627,759
-32,132
-5% -$2.96M 1.66% 23
2024
Q2 		$65.5M Sell
659,891
-361,468
-35% -$38.9M 1.87% 23
2024
Q1 		$125M Sell
1,021,359
-36,142
-3% -$3.78M 3.38% 16
2023
Q4 		$95.5M Buy
+1,057,501
New +$93.2M 2.62% 19
2019
Q1 		– Sell
-2,865
Closed -$314K – 44
2018
Q4 		$314K Sell
2,865
-655,593
-100% -$74.5M 0.01% 42
2018
Q3 		$77M Sell
658,458
-70,580
-10% -$7.86M 2.68% 20
2018
Q2 		$76.4M Sell
729,038
-150,202
-17% -$15.4M 2.73% 20
2018
Q1 		$88.3M Buy
879,240
+6,110
+0.7% +$649K 2.48% 22
2017
Q4 		$93.9M Buy
+873,130
New +$89.9M 2.13% 25
2016
Q3 		– Sell
-15,025
Closed -$1.47M – 46
2016
Q2 		$1.47M Hold
15,025
– – 0.03% 37
2016
Q1 		$1.49M Hold
15,025
– – 0.03% 39
2015
Q4 		$1.58M Hold
15,025
– – 0.04% 39
2015
Q3 		$1.54M Buy
15,025
+350
+2% +$38.1K 0.04% 37
2015
Q2 		$1.68M Hold
14,675
– – 0.04% 37
2015
Q1 		$1.54M Hold
14,675
– – 0.04% 34
2014
Q4 		$1.38M Hold
14,675
– – 0.04% 34
2014
Q3 		$1.31M Hold
14,675
– – 0.05% 34
2014
Q2 		$1.26M Hold
14,675
– – 0.05% 31
2014
Q1 		$1.18M Hold
14,675
– – 0.05% 31
2013
Q4 		$1.12M Hold
14,675
– – 0.05% 30
2013
Q3 		$946K Hold
14,675
– – 0.04% 31
2013
Q2 		$927K Buy
+14,675
New +$927K 0.05% 30

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments's DIS Position: Q2 2026 in Review

Scharf Investments reduced its Walt Disney (DIS) stake by 12% in Q2 2026, selling an estimated $8.3M and leaving 591,045 shares worth $56.9M. The position accounts for 1.88% of the portfolio, ranked #25.

Scharf Investments first reported a position in DIS in Q2 2013 and has held it in 29 quarters since. The position peaked at $125M in Q1 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Scharf Investments held 591,045 shares of Walt Disney worth $56.9M as of Q2 2026.
  • Scharf Investments sold 81,427 Walt Disney shares in Q2 2026, an estimated $8.3M.
  • Walt Disney made up 1.88% of Scharf Investments's portfolio in Q2 2026, its #25 holding.
  • Scharf Investments first reported a position in Walt Disney in Q2 2013 and has held it in 29 quarters since.
  • Scharf Investments's Walt Disney position peaked at $125M in Q1 2024.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.