YWM
DIS icon

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
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

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 $3.37T AUM 44.26% 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

Yoder Wealth Management's DIS Position: Q2 2026 in Review

Yoder Wealth Management reduced its Walt Disney (DIS) stake by 6.1% in Q2 2026, selling an estimated $14.5K and leaving 2,168 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #126.

Yoder Wealth Management first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $280K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Yoder Wealth Management held 2,168 shares of Walt Disney worth $209K as of Q2 2026.
  • Yoder Wealth Management sold 142 Walt Disney shares in Q2 2026, an estimated $14.5K.
  • Walt Disney made up 0.08% of Yoder Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Yoder Wealth Management first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Yoder Wealth Management's Walt Disney position peaked at $280K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.