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Wilkinson Global Asset Management’s Walt Disney DIS Stock Holding History

Wilkinson Global Asset 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 		$24.6M Sell
255,313
-110,993
-30% -$11.3M 1.95% 20
2026
Q1 		$35.3M Sell
366,306
-31,633
-8% -$3.34M 2.69% 17
2025
Q4 		$45.3M Sell
397,939
-45,842
-10% -$5.05M 3.09% 17
2025
Q3 		$50.8M Sell
443,781
-12,247
-3% -$1.44M 3.2% 15
2025
Q2 		$56.6M Sell
456,028
-37,031
-8% -$3.85M 3.56% 13
2025
Q1 		$48.7M Sell
493,059
-7,312
-1% -$786K 3.04% 16
2024
Q4 		$55.7M Sell
500,371
-6,643
-1% -$698K 3.42% 13
2024
Q3 		$48.8M Sell
507,014
-17,510
-3% -$1.61M 2.94% 14
2024
Q2 		$52.1M Sell
524,524
-3,442
-0.7% -$371K 3.26% 12
2024
Q1 		$64.6M Sell
527,966
-4,946
-0.9% -$517K 4.06% 10
2023
Q4 		$48.1M Sell
532,912
-28,697
-5% -$2.53M 3.32% 12
2023
Q3 		$45.5M Sell
561,609
-1,020
-0.2% -$87.1K 3.49% 11
2023
Q2 		$50.2M Sell
562,629
-6,834
-1% -$647K 3.82% 11
2023
Q1 		$57M Buy
569,463
+27,678
+5% +$2.79M 4.51% 10
2022
Q4 		$47.1M Sell
541,785
-34,807
-6% -$3.33M 3.92% 10
2022
Q3 		$54.4M Buy
576,592
+87,877
+18% +$9.4M 4.9% 8
2022
Q2 		$46.1M Sell
488,715
-11,604
-2% -$1.29M 3.93% 10
2022
Q1 		$68.6M Buy
500,319
+3,863
+0.8% +$558K 4.42% 9
2021
Q4 		$76.9M Buy
496,456
+24,275
+5% +$3.92M 4.26% 7
2021
Q3 		$79.9M Sell
472,181
-5,026
-1% -$896K 4.86% 6
2021
Q2 		$83.9M Buy
477,207
+5,194
+1% +$934K 4.95% 6
2021
Q1 		$87.1M Buy
+472,013
New +$87M 5.51% 4

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wilkinson Global Asset Management's DIS Position: Q2 2026 in Review

Wilkinson Global Asset Management reduced its Walt Disney (DIS) stake by 30% in Q2 2026, selling an estimated $11.3M and leaving 255,313 shares worth $24.6M. The position accounts for 1.95% of the portfolio, ranked #20.

Wilkinson Global Asset Management first reported a position in DIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $87.1M in Q1 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wilkinson Global Asset Management held 255,313 shares of Walt Disney worth $24.6M as of Q2 2026.
  • Wilkinson Global Asset Management sold 110,993 Walt Disney shares in Q2 2026, an estimated $11.3M.
  • Walt Disney made up 1.95% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #20 holding.
  • Wilkinson Global Asset Management first reported a position in Walt Disney in Q1 2021 and has held it in 22 quarters since.
  • Wilkinson Global Asset Management's Walt Disney position peaked at $87.1M in Q1 2021.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.