WT
DIS icon

Whittier Trust’s Walt Disney DIS Stock Holding History

Whittier Trust’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 		$34.6M Buy
355,027
+35,055
+11% +$3.57M 0.34% 70
2026
Q1 		$30.8M Buy
319,972
+8,079
+3% +$854K 0.35% 70
2025
Q4 		$35.7M Sell
311,893
-41,190
-12% -$4.54M 0.39% 57
2025
Q3 		$39.7M Buy
353,083
+5,771
+2% +$680K 0.45% 51
2025
Q2 		$43.1M Buy
347,312
+10,954
+3% +$1.14M 0.52% 45
2025
Q1 		$33.2M Buy
336,358
+4,911
+1% +$528K 0.46% 49
2024
Q4 		$36.9M Buy
331,447
+2,254
+0.7% +$237K 0.49% 46
2024
Q3 		$31.7M Buy
329,193
+6,138
+2% +$565K 0.42% 54
2024
Q2 		$32.1M Buy
323,055
+4,385
+1% +$472K 0.46% 49
2024
Q1 		$39M Buy
318,670
+3,871
+1% +$404K 0.57% 44
2023
Q4 		$28.4M Sell
314,799
-13,871
-4% -$1.22M 0.46% 49
2023
Q3 		$26.6M Buy
328,670
+591
+0.2% +$50.5K 0.47% 48
2023
Q2 		$29.3M Sell
328,079
-10,069
-3% -$954K 0.51% 42
2023
Q1 		$33.9M Buy
338,148
+6,555
+2% +$661K 0.62% 38
2022
Q4 		$28.8M Sell
331,593
-11,403
-3% -$1.09M 0.56% 41
2022
Q3 		$32.4M Buy
342,996
+6,691
+2% +$716K 0.68% 34
2022
Q2 		$31.7M Buy
336,305
+550
+0.2% +$61K 0.64% 35
2022
Q1 		$46.1M Buy
335,755
+3,880
+1% +$561K 0.78% 26
2021
Q4 		$51.4M Buy
331,875
+4,207
+1% +$679K 0.84% 22
2021
Q3 		$55.4M Sell
327,668
-2,443
-0.7% -$435K 1.01% 18
2021
Q2 		$58M Buy
330,111
+5,198
+2% +$935K 1.03% 18
2021
Q1 		$60M Buy
324,913
+7,172
+2% +$1.32M 1.16% 15
2020
Q4 		$57.6M Buy
317,741
+8,365
+3% +$1.2M 1.23% 15
2020
Q3 		$38.4M Buy
309,376
+1,432
+0.5% +$179K 0.91% 21
2020
Q2 		$34.3M Buy
307,944
+12,513
+4% +$1.38M 0.95% 21
2020
Q1 		$28.5M Sell
295,431
-882
-0.3% -$112K 0.93% 19
2019
Q4 		$42.9M Buy
296,313
+7,739
+3% +$1.08M 1.12% 16
2019
Q3 		$37.6M Buy
288,574
+5,601
+2% +$774K 1.08% 18
2019
Q2 		$39.5M Buy
282,973
+5,486
+2% +$728K 1.16% 16
2019
Q1 		$30.8M Buy
277,487
+3,101
+1% +$347K 0.94% 23
2018
Q4 		$30.1M Buy
274,386
+6,678
+2% +$759K 1.04% 17
2018
Q3 		$31.3M Buy
267,708
+5,196
+2% +$578K 0.98% 18
2018
Q2 		$27.5M Sell
262,512
-10,247
-4% -$1.05M 0.91% 22
2018
Q1 		$27.4M Buy
272,759
+6,727
+3% +$715K 0.92% 22
2017
Q4 		$28.6M Buy
266,032
+3,925
+1% +$404K 1% 19
2017
Q3 		$25.8M Buy
262,107
+7,682
+3% +$790K 0.94% 23
2017
Q2 		$27M Buy
254,425
+2,270
+0.9% +$249K 1.05% 18
2017
Q1 		$28.6M Buy
252,155
+34,101
+16% +$3.75M 1.15% 15
2016
Q4 		$22.7M Sell
218,054
-383
-0.2% -$37.3K 0.97% 19
2016
Q3 		$20.3M Sell
218,437
-13,619
-6% -$1.3M 0.88% 20
2016
Q2 		$22.7M Sell
232,056
-3,357
-1% -$336K 1% 19
2016
Q1 		$23.4M Buy
235,413
+3,494
+2% +$337K 1.03% 15
2015
Q4 		$24.4M Buy
231,919
+291
+0.1% +$32.4K 1.11% 15
2015
Q3 		$23.7M Buy
231,628
+12,125
+6% +$1.32M 1.15% 13
2015
Q2 		$25.1M Buy
219,503
+12,831
+6% +$1.41M 1.11% 15
2015
Q1 		$21.7M Buy
206,672
+10,334
+5% +$1.04M 0.99% 16
2014
Q4 		$18.5M Sell
196,338
-719
-0.4% -$64.8K 0.88% 18
2014
Q3 		$17.5M Buy
197,057
+3,088
+2% +$272K 0.85% 22
2014
Q2 		$16.6M Sell
193,969
-314
-0.2% -$25.6K 0.82% 28
2014
Q1 		$15.6M Buy
194,283
+2,326
+1% +$180K 0.8% 32
2013
Q4 		$14.7M Sell
191,957
-4,684
-2% -$324K 0.75% 35
2013
Q3 		$12.7M Buy
196,641
+71,476
+57% +$4.58M 0.69% 39
2013
Q2 		$7.9M Buy
+125,165
New +$7.91M 0.44% 63

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

Whittier Trust's DIS Position: Q2 2026 in Review

Whittier Trust increased its Walt Disney (DIS) stake by 11% in Q2 2026, buying an estimated $3.57M and bringing the position to 355,027 shares worth $34.6M. The position accounts for 0.34% of the portfolio, ranked #70.

Whittier Trust first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $60M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Whittier Trust held 355,027 shares of Walt Disney worth $34.6M as of Q2 2026.
  • Whittier Trust bought 35,055 Walt Disney shares in Q2 2026, an estimated $3.57M.
  • Walt Disney made up 0.34% of Whittier Trust's portfolio in Q2 2026, its #70 holding.
  • Whittier Trust first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's Walt Disney position peaked at $60M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.