Zuckerman Investment Group’s Walt Disney DIS Stock Holding History

Zuckerman Investment Group’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	$12.2M	Buy	126,714 +2,980	+2%	+$315K	1.15%	35
2025 Q4	$14.1M	Buy	123,734 +8,199	+7%	+$903K	1.26%	33
2025 Q3	$13.2M	Sell	115,535 -4,698	-4%	-$553K	1.22%	29
2025 Q2	$14.9M	Buy	120,233 +43,642	+57%	+$4.53M	1.45%	28
2025 Q1	$7.56M	Buy	76,591 +86	+0.1%	+$9.24K	0.81%	40
2024 Q4	$8.72M	Buy	76,505 +1,860	+2%	+$195K	0.84%	42
2024 Q3	$7.18M	Buy	74,645 +42,127	+130%	+$3.88M	0.74%	43
2024 Q2	$3.23M	Buy	32,518 +3,218	+11%	+$346K	0.37%	48
2024 Q1	$3.59M	Buy	29,300 +6,068	+26%	+$634K	0.41%	48
2023 Q4	$2.1M	Buy	23,232 +2,258	+11%	+$199K	0.27%	51
2023 Q3	$1.7M	Buy	20,974 +1,231	+6%	+$105K	0.24%	51
2023 Q2	$1.76M	Buy	19,743 +1,205	+7%	+$114K	0.25%	49
2023 Q1	$1.86M	Buy	18,538 +1,802	+11%	+$182K	0.28%	50
2022 Q4	$1.45M	Buy	16,736 +1,327	+9%	+$127K	0.23%	55
2022 Q3	$1.45M	Buy	15,409 +2,862	+23%	+$306K	0.27%	49
2022 Q2	$1.18M	Buy	12,547 +1,270	+11%	+$141K	0.22%	54
2022 Q1	$1.55M	Buy	11,277 +2,055	+22%	+$297K	0.25%	53
2021 Q4	$1.43M	Buy	9,222 +233	+3%	+$37.6K	0.22%	55
2021 Q3	$1.52M	Buy	8,989 +1,070	+14%	+$191K	0.25%	57
2021 Q2	$1.39M	Buy	7,919 +810	+11%	+$146K	0.22%	57
2021 Q1	$1.31M	Buy	7,109 +1,027	+17%	+$189K	0.22%	55
2020 Q4	$1.1M	Buy	6,082 +137	+2%	+$19.7K	0.2%	51
2020 Q3	$738K	Buy	5,945 +99	+2%	+$12.4K	0.16%	52
2020 Q2	$652K	Buy	5,846 +165	+3%	+$18.2K	0.15%	50
2020 Q1	$549K	Buy	5,681 +272	+5%	+$34.4K	0.16%	47
2019 Q4	$782K	Hold	5,409	–	–	0.16%	43
2019 Q3	$705K	Hold	5,409	–	–	0.17%	41
2019 Q2	$755K	Hold	5,409	–	–	0.17%	41
2019 Q1	$601K	Hold	5,409	–	–	0.14%	44
2018 Q4	$593K	Sell	5,409 -75	-1%	-$8.53K	0.16%	42
2018 Q3	$641K	Buy	5,484 +145	+3%	+$16.1K	0.14%	42
2018 Q2	$560K	Hold	5,339	–	–	0.13%	40
2018 Q1	$536K	Sell	5,339 -2,471	-32%	-$263K	0.14%	43
2017 Q4	$840K	Hold	7,810	–	–	0.21%	37
2017 Q3	$770K	Hold	7,810	–	–	0.19%	34
2017 Q2	$830K	Hold	7,810	–	–	0.22%	34
2017 Q1	$886K	Sell	7,810 -345	-4%	-$38K	0.22%	37
2016 Q4	$850K	Hold	8,155	–	–	0.21%	35
2016 Q3	$757K	Buy	8,155 +500	+7%	+$47.9K	0.2%	37
2016 Q2	$749K	Hold	7,655	–	–	0.2%	32
2016 Q1	$760K	Sell	7,655 -25	-0.3%	-$2.41K	0.2%	31
2015 Q4	$807K	Sell	7,680 -2,785	-27%	-$310K	0.19%	35
2015 Q3	$1.07M	Hold	10,465	–	–	0.25%	32
2015 Q2	$1.19M	Hold	10,465	–	–	0.27%	26
2015 Q1	$1.1M	Hold	10,465	–	–	0.23%	34
2014 Q4	$986K	Hold	10,465	–	–	0.21%	31
2014 Q3	$932K	Buy	10,465 +6,575	+169%	+$580K	0.19%	34
2014 Q2	$334K	Sell	3,890 -4	-0.1%	-$327	0.07%	42
2014 Q1	$312K	Sell	3,894 -270	-6%	-$20.9K	0.07%	41
2013 Q4	$318K	Sell	4,164 -101	-2%	-$7K	0.07%	44
2013 Q3	$275K	Buy	+4,265	New	+$273K	0.07%	44

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

Zuckerman Investment Group's DIS Position: Q1 2026 in Review

Zuckerman Investment Group increased its Walt Disney (DIS) stake by 2.4% in Q1 2026, buying an estimated $315K and bringing the position to 126,714 shares worth $12.2M. The position accounts for 1.15% of the portfolio, ranked #35.

Zuckerman Investment Group first reported a position in DIS in Q3 2013 and has held it in 51 quarters since. The position peaked at $14.9M in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Zuckerman Investment Group held 126,714 shares of Walt Disney worth $12.2M as of Q1 2026.
Zuckerman Investment Group bought 2,980 Walt Disney shares in Q1 2026, an estimated $315K.
Walt Disney made up 1.15% of Zuckerman Investment Group's portfolio in Q1 2026, its #35 holding.
Zuckerman Investment Group first reported a position in Walt Disney in Q3 2013 and has held it in 51 quarters since.
Zuckerman Investment Group's Walt Disney position peaked at $14.9M in Q2 2025.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.