Yoder Wealth Management’s Walt Disney DIS Stock Holding History

Yoder Wealth 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 Q1	$223K	Buy	2,310 +23	+1%	+$2.43K	0.1%	114
2025 Q4	$260K	Buy	2,287 +67	+3%	+$7.38K	0.12%	102
2025 Q3	$254K	Sell	2,220 -40	-2%	-$4.71K	0.12%	99
2025 Q2	$280K	Hold	2,260	–	–	0.15%	88
2025 Q1	$223K	Buy	2,260 +8	+0.4%	+$860	0.13%	102
2024 Q4	$251K	Buy	2,252 +161	+8%	+$16.9K	0.14%	90
2024 Q3	$201K	Buy	2,091 +19	+0.9%	+$1.75K	0.12%	110
2024 Q2	$206K	Buy	2,072 +6	+0.3%	+$646	0.13%	101
2024 Q1	$253K	Buy	+2,066	New	+$216K	0.17%	87

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yoder Wealth Management's DIS Position: Q1 2026 in Review

Yoder Wealth Management increased its Walt Disney (DIS) stake by 1% in Q1 2026, buying an estimated $2.43K and bringing the position to 2,310 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #114.

Yoder Wealth Management first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $280K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Yoder Wealth Management held 2,310 shares of Walt Disney worth $223K as of Q1 2026.
Yoder Wealth Management bought 23 Walt Disney shares in Q1 2026, an estimated $2.43K.
Walt Disney made up 0.1% of Yoder Wealth Management's portfolio in Q1 2026, its #114 holding.
Yoder Wealth Management first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
Yoder Wealth Management's Walt Disney position peaked at $280K in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.