ZF
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Zhang Financial’s Walt Disney DIS Stock Holding History

Zhang Financial’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 		$461K Buy
4,788
+24
+0.5% +$2.45K 0.01% 270
2026
Q1 		$459K Buy
4,764
+2,555
+116% +$270K 0.02% 255
2025
Q4 		$251K Buy
2,209
+3
+0.1% +$330 0.01% 300
2025
Q3 		$253K Sell
2,206
-19
-0.9% -$2.24K 0.01% 279
2025
Q2 		$276K Buy
2,225
+18
+0.8% +$1.87K 0.01% 252
2025
Q1 		$218K Buy
2,207
+197
+10% +$21.2K 0.01% 278
2024
Q4 		$224K Buy
+2,010
New +$211K 0.01% 269
2024
Q3 		– Sell
-2,078
Closed -$206K – 279
2024
Q2 		$206K Buy
2,078
+112
+6% +$12.1K 0.01% 260
2024
Q1 		$241K Buy
+1,966
New +$205K 0.02% 244
2022
Q4 		– Sell
-2,156
Closed -$203K – 232
2022
Q3 		$203K Sell
2,156
-2,259
-51% -$242K 0.03% 206
2022
Q2 		$417K Buy
4,415
+457
+12% +$50.7K 0.07% 146
2022
Q1 		$543K Buy
3,958
+580
+17% +$83.8K 0.09% 127
2021
Q4 		$523K Sell
3,378
-53
-2% -$8.56K 0.09% 116
2021
Q3 		$581K Buy
3,431
+1,719
+100% +$306K 0.13% 82
2021
Q2 		$301K Buy
1,712
+9
+0.5% +$1.62K 0.07% 105
2021
Q1 		$314K Buy
1,703
+379
+29% +$69.9K 0.08% 94
2020
Q4 		$240K Sell
1,324
-306
-19% -$43.9K 0.07% 101
2020
Q3 		$202K Buy
+1,630
New +$204K 0.07% 95
2020
Q1 		– Sell
-3,213
Closed -$466K – 95
2019
Q4 		$466K Buy
+3,213
New +$448K 0.18% 61
2019
Q3 		– Sell
-1,809
Closed -$253K – 88
2019
Q2 		$253K Buy
+1,809
New +$240K 0.11% 75

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Zhang Financial's DIS Position: Q2 2026 in Review

Zhang Financial increased its Walt Disney (DIS) stake by 0.5% in Q2 2026, buying an estimated $2.45K and bringing the position to 4,788 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #270.

Zhang Financial first reported a position in DIS in Q2 2019 and has held it in 20 quarters since. The position peaked at $581K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Zhang Financial held 4,788 shares of Walt Disney worth $461K as of Q2 2026.
  • Zhang Financial bought 24 Walt Disney shares in Q2 2026, an estimated $2.45K.
  • Walt Disney made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #270 holding.
  • Zhang Financial first reported a position in Walt Disney in Q2 2019 and has held it in 20 quarters since.
  • Zhang Financial's Walt Disney position peaked at $581K in Q3 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.