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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
Q3 		$224K Sell
2,139
-29
-1% -$2.97K 0.08% 131
2026
Q2 		$209K Sell
2,168
-142
-6% -$14.5K 0.08% 126
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GGA
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Yoder Wealth Management's DIS Position: Q3 2026 in Review

Yoder Wealth Management reduced its Walt Disney (DIS) stake by 1.3% in Q3 2026, selling an estimated $2.97K and leaving 2,139 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #131.

Yoder Wealth Management first reported a position in DIS in Q1 2024 and has held it in 11 quarters since. The position peaked at $280K in Q2 2025. 561 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Yoder Wealth Management held 2,139 shares of Walt Disney worth $224K as of Q3 2026.
  • Yoder Wealth Management sold 29 Walt Disney shares in Q3 2026, an estimated $2.97K.
  • Walt Disney made up 0.08% of Yoder Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Yoder Wealth Management first reported a position in Walt Disney in Q1 2024 and has held it in 11 quarters since.
  • Yoder Wealth Management's Walt Disney position peaked at $280K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.