Taylor Financial Group’s Walt Disney DIS Stock Holding History

Taylor 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 Q2	$430K	Hold	4,471	–	–	0.24%	74
2026 Q1	$431K	Sell	4,471 -155	-3%	-$16.4K	0.26%	70
2025 Q4	$526K	Sell	4,626 -470	-9%	-$51.8K	0.31%	65
2025 Q3	$583K	Sell	5,096 -65	-1%	-$7.66K	0.34%	56
2025 Q2	$640K	Hold	5,161	–	–	0.4%	52
2025 Q1	$509K	Buy	5,161 +500	+11%	+$53.7K	0.35%	57
2024 Q4	$519K	Sell	4,661 -12	-0.3%	-$1.26K	0.36%	58
2024 Q3	$449K	Sell	4,673 -12	-0.3%	-$1.1K	0.31%	63
2024 Q2	$465K	Sell	4,685 -470	-9%	-$50.6K	0.36%	60
2024 Q1	$631K	Sell	5,155 -582	-10%	-$60.8K	0.48%	48
2023 Q4	$518K	Buy	+5,737	New	+$506K	0.43%	52

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Taylor Financial Group's DIS Position: Q2 2026 in Review

Taylor Financial Group held its Walt Disney (DIS) position steady in Q2 2026 at 4,471 shares worth $430K. The position accounts for 0.24% of the portfolio, ranked #74.

Taylor Financial Group first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $640K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Taylor Financial Group held 4,471 shares of Walt Disney worth $430K as of Q2 2026.
Taylor Financial Group left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.24% of Taylor Financial Group's portfolio in Q2 2026, its #74 holding.
Taylor Financial Group first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Walt Disney position peaked at $640K in Q2 2025.
1,293 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.