WC
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Whitney & Co’s Walt Disney DIS Stock Holding History

Whitney & Co’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 		$369K Sell
3,832
-999
-21% -$102K 0.03% 137
2026
Q1 		$466K Buy
4,831
+510
+12% +$53.9K 0.04% 126
2025
Q4 		$492K Buy
+4,321
New +$476K 0.04% 120
2025
Q1 		– Sell
-2,016
Closed -$224K – 133
2024
Q4 		$224K Buy
+2,016
New +$212K 0.02% 119
2024
Q2 		– Sell
-2,055
Closed -$251K – 126
2024
Q1 		$251K Sell
2,055
-491
-19% -$51.3K 0.03% 115
2023
Q4 		$230K Buy
2,546
+11
+0.4% +$970 0.03% 117
2023
Q3 		$205K Sell
2,535
-9
-0.4% -$769 0.03% 119
2023
Q2 		$227K Buy
+2,544
New +$241K 0.03% 113
2022
Q2 		– Sell
-2,214
Closed -$304K – 126
2022
Q1 		$304K Buy
2,214
+39
+2% +$5.64K 0.05% 112
2021
Q4 		$337K Buy
2,175
+50
+2% +$8.07K 0.05% 107
2021
Q3 		$359K Hold
2,125
– – 0.06% 101
2021
Q2 		$374K Hold
2,125
– – 0.06% 102
2021
Q1 		$392K Hold
2,125
– – 0.07% 95
2020
Q4 		$360K Hold
2,125
– – 0.06% 101
2020
Q3 		$264K Buy
2,125
+25
+1% +$3.13K 0.05% 101
2020
Q2 		$234K Buy
+2,100
New +$232K 0.05% 98
2020
Q1 		– Sell
-1,816
Closed -$263K – 101
2019
Q4 		$263K Buy
1,816
+9
+0.5% +$1.26K 0.05% 97
2019
Q3 		$240K Sell
1,807
-59
-3% -$8.16K 0.05% 100
2019
Q2 		$261K Hold
1,866
– – 0.06% 98
2019
Q1 		$256K Sell
1,866
-340
-15% -$38K 0.06% 96
2018
Q4 		$247K Hold
2,206
– – 0.06% 105
2018
Q3 		$256K Buy
2,206
+61
+3% +$6.79K 0.06% 99
2018
Q2 		$225K Hold
2,145
– – 0.06% 101
2018
Q1 		$215K Hold
2,145
– – 0.06% 105
2017
Q4 		$231K Buy
+2,145
New +$221K 0.07% 105
2017
Q2 		– Sell
-2,000
Closed -$227K – 108
2017
Q1 		$227K Sell
2,000
-50
-2% -$5.5K 0.08% 91
2016
Q4 		$214K Buy
+2,050
New +$200K 0.08% 97

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

Whitney & Co's DIS Position: Q2 2026 in Review

Whitney & Co reduced its Walt Disney (DIS) stake by 21% in Q2 2026, selling an estimated $102K and leaving 3,832 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #137.

Whitney & Co first reported a position in DIS in Q4 2016 and has held it in 27 quarters since. The position peaked at $492K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Whitney & Co held 3,832 shares of Walt Disney worth $369K as of Q2 2026.
  • Whitney & Co sold 999 Walt Disney shares in Q2 2026, an estimated $102K.
  • Walt Disney made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #137 holding.
  • Whitney & Co first reported a position in Walt Disney in Q4 2016 and has held it in 27 quarters since.
  • Whitney & Co's Walt Disney position peaked at $492K in Q4 2025.
  • 1,364 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.