Scharf Investments’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 | $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
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. 2,933 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.
- 2,933 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.