SGK
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Steigerwald Gordon & Koch’s Walt Disney DIS Stock Holding History

Steigerwald Gordon & Koch’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 		$10.3M Sell
106,491
-5,475
-5% -$579K 1.05% 36
2025
Q4 		$12.7M Sell
111,966
-402
-0.4% -$44.3K 1.22% 34
2025
Q3 		$12.9M Sell
112,368
-297
-0.3% -$35K 1.23% 36
2025
Q2 		$14M Buy
112,665
+2,557
+2% +$266K 1.47% 31
2025
Q1 		$10.9M Buy
110,108
+334
+0.3% +$35.9K 1.21% 37
2024
Q4 		$12.2M Buy
109,774
+2,858
+3% +$300K 1.38% 37
2024
Q3 		$10.3M Buy
106,916
+3,438
+3% +$316K 1.12% 39
2024
Q2 		$10.3M Sell
103,478
-1,392
-1% -$150K 1.24% 38
2024
Q1 		$12.8M Sell
104,870
-7,233
-6% -$756K 1.6% 31
2023
Q4 		$10.1M Sell
112,103
-8,119
-7% -$716K 1.37% 36
2023
Q3 		$9.74M Buy
120,222
+1,004
+0.8% +$85.7K 1.49% 36
2023
Q2 		$10.6M Buy
119,218
+2,362
+2% +$224K 1.56% 35
2023
Q1 		$11.7M Buy
116,856
+13,053
+13% +$1.32M 1.75% 31
2022
Q4 		$9.02M Buy
103,803
+6,934
+7% +$663K 1.43% 37
2022
Q3 		$9.14M Buy
96,869
+9,020
+10% +$965K 1.67% 31
2022
Q2 		$8.29M Buy
87,849
+4,771
+6% +$530K 1.45% 35
2022
Q1 		$11.4M Buy
83,078
+2,437
+3% +$352K 1.74% 29
2021
Q4 		$12.5M Buy
80,641
+3,323
+4% +$537K 1.88% 25
2021
Q3 		$13.1M Buy
77,318
+2,107
+3% +$376K 2.14% 18
2021
Q2 		$13.2M Buy
75,211
+3,931
+6% +$707K 2.19% 19
2021
Q1 		$13.2M Buy
71,280
+1,126
+2% +$208K 2.44% 18
2020
Q4 		$12.7M Buy
70,154
+2,588
+4% +$371K 2.58% 14
2020
Q3 		$8.38M Buy
67,566
+5,850
+9% +$731K 1.98% 24
2020
Q2 		$6.88M Buy
61,716
+20,457
+50% +$2.26M 1.82% 27
2020
Q1 		$3.99M Buy
41,259
+10,355
+34% +$1.31M 1.35% 28
2019
Q4 		$4.47M Buy
30,904
+26,515
+604% +$3.7M 1.05% 35
2019
Q3 		$572K Buy
4,389
+1,016
+30% +$140K 0.15% 53
2019
Q2 		$471K Sell
3,373
-180
-5% -$23.9K 0.12% 57
2019
Q1 		$394K Buy
3,553
+403
+13% +$45K 0.1% 61
2018
Q4 		$345K Hold
3,150
– – 0.1% 64
2018
Q3 		$368K Sell
3,150
-338
-10% -$37.6K 0.09% 65
2018
Q2 		$366K Buy
3,488
+400
+13% +$40.9K 0.1% 63
2018
Q1 		$310K Buy
3,088
+403
+15% +$42.8K 0.09% 63
2017
Q4 		$278K Sell
2,685
-100
-4% -$10.3K 0.08% 68
2017
Q3 		$265K Sell
2,785
-12
-0.4% -$1.23K 0.07% 73
2017
Q2 		$287K Buy
2,797
+14
+0.5% +$1.53K 0.08% 69
2017
Q1 		$304K Buy
2,783
+131
+5% +$14.4K 0.09% 60
2016
Q4 		$266K Buy
+2,652
New +$259K 0.08% 61

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

Steigerwald Gordon & Koch's DIS Position: Q1 2026 in Review

Steigerwald Gordon & Koch reduced its Walt Disney (DIS) stake by 4.9% in Q1 2026, selling an estimated $579K and leaving 106,491 shares worth $10.3M. The position accounts for 1.05% of the portfolio, ranked #36.

Steigerwald Gordon & Koch first reported a position in DIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $14M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Steigerwald Gordon & Koch held 106,491 shares of Walt Disney worth $10.3M as of Q1 2026.
  • Steigerwald Gordon & Koch sold 5,475 Walt Disney shares in Q1 2026, an estimated $579K.
  • Walt Disney made up 1.05% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #36 holding.
  • Steigerwald Gordon & Koch first reported a position in Walt Disney in Q4 2016 and has held it in 38 quarters since.
  • Steigerwald Gordon & Koch's Walt Disney position peaked at $14M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.