Scholtz & Company’s Walt Disney DIS Stock Holding History

Scholtz & Company’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	$2.82M	Buy	+29,278	New	+$2.98M	1.41%	26
2022 Q2	–	Sell	-14,153	Closed	-$1.94M	–	49
2022 Q1	$1.94M	Sell	14,153 -1,252	-8%	-$181K	0.77%	35
2021 Q4	$2.39M	Sell	15,405 -11,386	-42%	-$1.84M	0.77%	35
2021 Q3	$4.53M	Sell	26,791 -2,693	-9%	-$480K	1.6%	27
2021 Q2	$5.18M	Buy	29,484 +374	+1%	+$67.3K	1.77%	22
2021 Q1	$5.37M	Buy	29,110 +1,828	+7%	+$337K	2.04%	19
2020 Q4	$4.94M	Buy	+27,282	New	+$3.92M	1.93%	19
2020 Q2	–	Sell	-41,835	Closed	-$4.04M	–	64
2020 Q1	$4.04M	Buy	41,835 +5,347	+15%	+$676K	3.1%	8
2019 Q4	$5.28M	Buy	36,488 +30,157	+476%	+$4.21M	3.06%	10
2019 Q3	$825K	Buy	6,331 +3,474	+122%	+$480K	0.55%	42
2019 Q2	$399K	Buy	+2,857	New	+$379K	0.26%	44
2014 Q4	–	Sell	-2,800	Closed	-$249K	–	54
2014 Q3	$249K	Sell	2,800 -1,100	-28%	-$97K	0.25%	52
2014 Q2	$334K	Hold	3,900	–	–	0.32%	53
2014 Q1	$312K	Buy	+3,900	New	+$302K	0.33%	58

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Scholtz & Company's DIS Position: Q2 2026 in Review

Scholtz & Company opened a new position in Walt Disney (DIS) in Q2 2026: 29,278 shares worth $2.82M. The stake represents 1.41% of the portfolio and ranks #26 among its holdings. This is a return to the name: Scholtz & Company previously reported a position in DIS as recently as Q1 2022.

Scholtz & Company first reported a position in DIS in Q1 2014 and has held it in 14 quarters since. The position peaked at $5.37M in Q1 2021. 2,939 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Scholtz & Company held 29,278 shares of Walt Disney worth $2.82M as of Q2 2026.
Walt Disney was a new Scholtz & Company position in Q2 2026.
Walt Disney made up 1.41% of Scholtz & Company's portfolio in Q2 2026, its #26 holding.
Scholtz & Company first reported a position in Walt Disney in Q1 2014 and has held it in 14 quarters since.
Scholtz & Company's Walt Disney position peaked at $5.37M in Q1 2021.
2,939 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.