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Trust Company of the South’s Walt Disney DIS Stock Holding History

Trust Company of the South’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 		$330K Buy
3,429
+284
+9% +$29K 0.05% 117
2026
Q1 		$303K Buy
3,145
+359
+13% +$37.9K 0.05% 115
2025
Q4 		$317K Buy
2,786
+200
+8% +$22K 0.05% 109
2025
Q3 		$296K Buy
2,586
+151
+6% +$17.8K 0.05% 108
2025
Q2 		$302K Sell
2,435
-600
-20% -$62.3K 0.05% 104
2025
Q1 		$300K Buy
3,035
+31
+1% +$3.33K 0.06% 98
2024
Q4 		$334K Buy
3,004
+13
+0.4% +$1.37K 0.07% 94
2024
Q3 		$288K Hold
2,991
– – 0.06% 108
2024
Q2 		$297K Hold
2,991
– – 0.07% 93
2024
Q1 		$366K Sell
2,991
-10
-0.3% -$1.04K 0.08% 82
2023
Q4 		$271K Buy
+3,001
New +$265K 0.07% 92

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Trust Company of the South's DIS Position: Q2 2026 in Review

Trust Company of the South increased its Walt Disney (DIS) stake by 9% in Q2 2026, buying an estimated $29K and bringing the position to 3,429 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #117.

Trust Company of the South first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $366K in Q1 2024. 1,571 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Trust Company of the South held 3,429 shares of Walt Disney worth $330K as of Q2 2026.
  • Trust Company of the South bought 284 Walt Disney shares in Q2 2026, an estimated $29K.
  • Walt Disney made up 0.05% of Trust Company of the South's portfolio in Q2 2026, its #117 holding.
  • Trust Company of the South first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Trust Company of the South's Walt Disney position peaked at $366K in Q1 2024.
  • 1,571 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.