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TCV Trust & Wealth Management’s Walt Disney DIS Stock Holding History

TCV Trust & Wealth Management’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 		$328K Hold
3,409
– – 0.02% 177
2026
Q1 		$329K Sell
3,409
-1,414
-29% -$149K 0.03% 173
2025
Q4 		$549K Buy
4,823
+428
+10% +$47.1K 0.04% 139
2025
Q3 		$503K Buy
4,395
+46
+1% +$5.42K 0.04% 144
2025
Q2 		$539K Sell
4,349
-1,235
-22% -$128K 0.05% 141
2025
Q1 		$551K Hold
5,584
– – 0.05% 134
2024
Q4 		$622K Hold
5,584
– – 0.06% 124
2024
Q3 		$537K Sell
5,584
-1,275
-19% -$117K 0.05% 137
2024
Q2 		$681K Sell
6,859
-498
-7% -$53.6K 0.07% 117
2024
Q1 		$900K Sell
7,357
-1,847
-20% -$193K 0.09% 106
2023
Q4 		$831K Sell
9,204
-84,512
-90% -$7.45M 0.08% 110
2023
Q3 		$7.6M Sell
93,716
-3,613
-4% -$309K 0.84% 43
2023
Q2 		$8.69M Sell
97,329
-1,206
-1% -$114K 0.92% 39
2023
Q1 		$9.87M Buy
98,535
+873
+0.9% +$88K 1.1% 33
2022
Q4 		$8.48M Buy
97,662
+989
+1% +$94.6K 0.96% 40
2022
Q3 		$9.12M Buy
96,673
+1,089
+1% +$117K 1.16% 33
2022
Q2 		$9.02M Buy
95,584
+2,055
+2% +$228K 1.08% 35
2022
Q1 		$12.8M Buy
93,529
+1,607
+2% +$232K 1.37% 27
2021
Q4 		$14.2M Sell
91,922
-161
-0.2% -$26K 1.42% 24
2021
Q3 		$15.6M Buy
92,083
+461
+0.5% +$82.2K 1.73% 14
2021
Q2 		$15.9M Sell
91,622
-645
-0.7% -$116K 1.74% 13
2021
Q1 		$17M Sell
92,267
-2,356
-2% -$434K 1.97% 11
2020
Q4 		$17.1M Sell
94,623
-513
-0.5% -$73.6K 2.08% 9
2020
Q3 		$11.8M Sell
95,136
-50
-0.1% -$6.25K 1.59% 19
2020
Q2 		$10.6M Sell
95,186
-2,064
-2% -$228K 1.51% 22
2020
Q1 		$9.39M Sell
97,250
-3,073
-3% -$389K 1.54% 21
2019
Q4 		$14.5M Buy
100,323
+98
+0.1% +$13.7K 1.76% 18
2019
Q3 		$13.1M Sell
100,225
-3,542
-3% -$490K 1.69% 18
2019
Q2 		$14.5M Sell
103,767
-2,192
-2% -$291K 1.88% 13
2019
Q1 		$11.8M Sell
105,959
-2,243
-2% -$251K 1.55% 24
2018
Q4 		$11.9M Buy
108,202
+1,243
+1% +$141K 1.74% 18
2018
Q3 		$12.5M Sell
106,959
-246
-0.2% -$27.4K 1.67% 18
2018
Q2 		$11.2M Buy
107,205
+161
+0.2% +$16.5K 1.57% 21
2018
Q1 		$10.8M Sell
107,044
-530
-0.5% -$56.3K 1.54% 20
2017
Q4 		$11.6M Sell
107,574
-1,331
-1% -$137K 1.62% 15
2017
Q3 		$10.7M Sell
108,905
-560
-0.5% -$57.6K 1.59% 18
2017
Q2 		$11.6M Sell
109,465
-473
-0.4% -$51.8K 1.76% 14
2017
Q1 		$12.5M Buy
109,938
+1,820
+2% +$200K 1.91% 11
2016
Q4 		$11.3M Buy
108,118
+816
+0.8% +$79.6K 1.83% 12
2016
Q3 		$9.96M Buy
107,302
+4,258
+4% +$408K 1.69% 16
2016
Q2 		$10.1M Buy
103,044
+2,986
+3% +$299K 1.75% 14
2016
Q1 		$9.94M Buy
100,058
+1,687
+2% +$163K 1.79% 12
2015
Q4 		$10.3M Sell
98,371
-2,460
-2% -$274K 1.84% 11
2015
Q3 		$10.3M Buy
100,831
+78
+0.1% +$8.49K 1.86% 9
2015
Q2 		$11.5M Sell
100,753
-982
-1% -$108K 1.89% 9
2015
Q1 		$10.7M Buy
101,735
+1,047
+1% +$106K 1.73% 11
2014
Q4 		$9.48M Buy
100,688
+1,289
+1% +$116K 1.56% 16
2014
Q3 		$8.85M Sell
99,399
-296
-0.3% -$26.1K 1.49% 17
2014
Q2 		$8.55M Buy
99,695
+1,981
+2% +$162K 1.4% 18
2014
Q1 		$7.82M Buy
97,714
+1,490
+2% +$115K 1.32% 20
2013
Q4 		$7.35M Sell
96,224
-2,029
-2% -$141K 1.26% 22
2013
Q3 		$6.34M Buy
98,253
+6,558
+7% +$420K 1.24% 20
2013
Q2 		$5.79M Buy
+91,695
New +$5.79M 1.18% 23

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCV Trust & Wealth Management's DIS Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 3,409 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #177.

TCV Trust & Wealth Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.1M in Q4 2020. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • TCV Trust & Wealth Management held 3,409 shares of Walt Disney worth $328K as of Q2 2026.
  • TCV Trust & Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #177 holding.
  • TCV Trust & Wealth Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Walt Disney position peaked at $17.1M in Q4 2020.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.