WMA
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William Mack & Associates’s Walt Disney DIS Stock Holding History

William Mack & Associates’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 		$398K Buy
4,138
+534
+15% +$54.4K 0.14% 64
2026
Q1 		$347K Sell
3,604
-1,796
-33% -$190K 0.2% 50
2025
Q4 		$614K Sell
5,400
-223
-4% -$24.6K 0.29% 34
2025
Q3 		$644K Buy
5,623
+7
+0.1% +$824 0.35% 35
2025
Q2 		$696K Buy
5,616
+1,034
+23% +$107K 0.44% 33
2025
Q1 		$452K Sell
4,582
-298
-6% -$32K 0.39% 39
2024
Q4 		$543K Buy
+4,880
New +$513K 0.57% 31

Other funds holding DIS

OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return