WG
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Welch Group’s Walt Disney DIS Stock Holding History

Welch 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 		$862K Sell
8,957
-718
-7% -$73.2K 0.03% 139
2026
Q1 		$933K Sell
9,675
-453
-4% -$47.9K 0.04% 125
2025
Q4 		$1.15M Buy
10,128
+76
+0.8% +$8.37K 0.04% 109
2025
Q3 		$1.15M Buy
10,052
+391
+4% +$46.1K 0.04% 101
2025
Q2 		$1.2M Buy
9,661
+99
+1% +$10.3K 0.05% 95
2025
Q1 		$938K Sell
9,562
-110
-1% -$11.8K 0.04% 99
2024
Q4 		$1.07M Sell
9,672
-1,265
-12% -$133K 0.05% 101
2024
Q3 		$1.05M Sell
10,937
-669
-6% -$61.6K 0.05% 101
2024
Q2 		$1.15M Buy
11,606
+4,083
+54% +$440K 0.06% 88
2024
Q1 		$921K Sell
7,523
-40,904
-84% -$4.27M 0.05% 90
2023
Q4 		$4.37M Buy
48,427
+42
+0.1% +$3.7K 0.24% 56
2023
Q3 		$3.92M Buy
48,385
+2,097
+5% +$179K 0.23% 55
2023
Q2 		$4.13M Buy
46,288
+4,080
+10% +$387K 0.24% 56
2023
Q1 		$4.23M Buy
42,208
+7,428
+21% +$749K 0.25% 52
2022
Q4 		$3.02M Sell
34,780
-1,512
-4% -$145K 0.17% 59
2022
Q3 		$3.42M Buy
36,292
+1,645
+5% +$176K 0.22% 48
2022
Q2 		$3.27M Buy
34,647
+4,983
+17% +$553K 0.2% 53
2022
Q1 		$4.07M Buy
29,664
+4,667
+19% +$675K 0.23% 51
2021
Q4 		$3.87M Sell
24,997
-943
-4% -$152K 0.23% 51
2021
Q3 		$4.39M Buy
25,940
+3,584
+16% +$639K 0.3% 42
2021
Q2 		$3.93M Buy
22,356
+1,954
+10% +$351K 0.27% 44
2021
Q1 		$3.77M Buy
20,402
+2,233
+12% +$412K 0.27% 41
2020
Q4 		$3.29M Buy
18,169
+929
+5% +$133K 0.26% 44
2020
Q3 		$2.14M Buy
17,240
+350
+2% +$43.7K 0.19% 48
2020
Q2 		$1.88M Buy
16,890
+1,389
+9% +$153K 0.18% 46
2020
Q1 		$1.5M Buy
15,501
+6,418
+71% +$811K 0.16% 47
2019
Q4 		$1.31M Buy
9,083
+1,017
+13% +$142K 0.13% 48
2019
Q3 		$1.05M Buy
8,066
+294
+4% +$40.7K 0.11% 51
2019
Q2 		$1.08M Buy
7,772
+4,221
+119% +$560K 0.12% 50
2019
Q1 		$394K Buy
3,551
+137
+4% +$15.3K 0.04% 84
2018
Q4 		$374K Sell
3,414
-2
-0.1% -$227 0.05% 78
2018
Q3 		$400 Buy
3,416
+35
+1% +$3.9K 0.04% 82
2018
Q2 		$354K Hold
3,381
– – 0.04% 83
2018
Q1 		$340K Buy
3,381
+828
+32% +$88K 0.04% 87
2017
Q4 		$274K Buy
2,553
+50
+2% +$5.15K 0.04% 89
2017
Q3 		$247K Hold
2,503
– – 0.04% 89
2017
Q2 		$266K Sell
2,503
-48
-2% -$5.26K 0.04% 103
2017
Q1 		$289K Buy
2,551
+358
+16% +$39.4K 0.05% 73
2016
Q4 		$229K Sell
2,193
-1,508
-41% -$147K 0.04% 81
2016
Q3 		$344K Buy
3,701
+1,408
+61% +$135K 0.07% 73
2016
Q2 		$224K Sell
2,293
-874
-28% -$87.4K 0.05% 71
2016
Q1 		$314K Buy
3,167
+1
+0% +$97 0.05% 77
2015
Q4 		$333K Buy
3,166
+100
+3% +$11.1K 0.06% 77
2015
Q3 		$313K Buy
3,066
+438
+17% +$47.7K 0.06% 73
2015
Q2 		$300K Buy
2,628
+230
+10% +$25.3K 0.06% 79
2015
Q1 		$252 Sell
2,398
-592
-20% -$59.7K 0.05% 86
2014
Q4 		$282K Sell
2,990
-30
-1% -$2.71K 0.05% 80
2014
Q3 		$269K Buy
3,020
+5
+0.2% +$441 0.06% 75
2014
Q2 		$259K Hold
3,015
– – 0.05% 86
2014
Q1 		$241K Buy
3,015
+2
+0.1% +$155 0.05% 81
2013
Q4 		$230K Buy
3,013
+480
+19% +$33.3K 0.05% 90
2013
Q3 		$163K Buy
2,533
+600
+31% +$38.5K 0.04% 107
2013
Q2 		$122K Buy
+1,933
New +$122K 0.03% 113

Other funds holding DIS

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
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
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
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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Welch Group's DIS Position: Q2 2026 in Review

Welch Group reduced its Walt Disney (DIS) stake by 7.4% in Q2 2026, selling an estimated $73.2K and leaving 8,957 shares worth $862K. The position accounts for 0.03% of the portfolio, ranked #139.

Welch Group first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.39M in Q3 2021. 1,199 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Welch Group held 8,957 shares of Walt Disney worth $862K as of Q2 2026.
  • Welch Group sold 718 Walt Disney shares in Q2 2026, an estimated $73.2K.
  • Walt Disney made up 0.03% of Welch Group's portfolio in Q2 2026, its #139 holding.
  • Welch Group first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Walt Disney position peaked at $4.39M in Q3 2021.
  • 1,199 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.