ZIG
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Zullo Investment Group’s Walt Disney DIS Stock Holding History

Zullo 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
Q2 		$523K Sell
5,429
-192
-3% -$19.6K 0.18% 92
2026
Q1 		$542K Buy
5,621
+132
+2% +$14K 0.21% 88
2025
Q4 		$625K Sell
5,489
-92
-2% -$10.1K 0.23% 80
2025
Q3 		$639K Sell
5,581
-76
-1% -$8.95K 0.24% 77
2025
Q2 		$702K Sell
5,657
-1,339
-19% -$139K 0.28% 72
2025
Q1 		$690K Sell
6,996
-15
-0.2% -$1.61K 0.3% 71
2024
Q4 		$781K Sell
7,011
-107
-2% -$11.2K 0.32% 66
2024
Q3 		$685K Sell
7,118
-2,162
-23% -$199K 0.28% 71
2024
Q2 		$922K Buy
9,280
+331
+4% +$35.6K 0.4% 58
2024
Q1 		$1.1M Sell
8,949
-50
-0.6% -$5.22K 0.51% 54
2023
Q4 		$813K Sell
8,999
-147
-2% -$13K 0.42% 59
2023
Q3 		$741K Sell
9,146
-978
-10% -$83.5K 0.43% 55
2023
Q2 		$904K Buy
10,124
+933
+10% +$88.4K 0.52% 48
2023
Q1 		$920K Buy
9,191
+392
+4% +$39.5K 0.57% 45
2022
Q4 		$764K Buy
8,799
+142
+2% +$13.6K 0.47% 51
2022
Q3 		$817K Buy
8,657
+880
+11% +$94.2K 0.53% 44
2022
Q2 		$734K Buy
7,777
+648
+9% +$71.9K 0.46% 50
2022
Q1 		$978K Buy
7,129
+1,430
+25% +$207K 0.51% 43
2021
Q4 		$883K Buy
+5,699
New +$920K 0.45% 53

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

Zullo Investment Group's DIS Position: Q2 2026 in Review

Zullo Investment Group reduced its Walt Disney (DIS) stake by 3.4% in Q2 2026, selling an estimated $19.6K and leaving 5,429 shares worth $523K. The position accounts for 0.18% of the portfolio, ranked #92.

Zullo Investment Group first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Zullo Investment Group held 5,429 shares of Walt Disney worth $523K as of Q2 2026.
  • Zullo Investment Group sold 192 Walt Disney shares in Q2 2026, an estimated $19.6K.
  • Walt Disney made up 0.18% of Zullo Investment Group's portfolio in Q2 2026, its #92 holding.
  • Zullo Investment Group first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Walt Disney position peaked at $1.1M in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.