Destination Wealth Management DIS — Disney (Walt) Co. Common

Ownership history in Destination Wealth Management  ·  87 quarters on record

AI Ownership Summary

Destination Wealth Management reported Disney (Walt) Co. Common (DIS) in 87 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.3% in 2024 Q1. The latest visible filing shows DIS at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destination Wealth Management's position in Disney (Walt) Co. Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIS was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIS stock page Destination Wealth Management fund profile Destination Wealth Management full holdings
How Destination Wealth Management held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 281,856 -4,161 -1.5% 0.84% $32.1M 2026-02-14 (Est.) $105.45
2025 Q3 REDUCED — — — 286,017 -3,592 -1.2% 0.90% $32.7M 2025-11-14 $105.09
2025 Q2 REDUCED — — — 289,609 -4,409 -1.5% 1.05% $35.9M 2025-08-14 $115.53
2025 Q1 REDUCED — — — 294,018 -4,378 -1.5% 0.91% $29.0M 2025-05-15 $110.99
2024 Q4 REDUCED — — — 298,396 -8,699 -2.8% 1.04% $33.2M 2025-02-07 $109.65
2024 Q3 REDUCED — — — 307,095 -4,194 -1.3% 0.92% $29.5M 2024-11-25 $114.23
2024 Q2 REDUCED — — — 311,289 -9,532 -3.0% 1.02% $30.9M 2024-07-25 $87.84
2024 Q1 REDUCED — — — 320,821 -6,289 -1.9% 1.30% $39.3M 2024-05-14 $103.26
2023 Q4 REDUCED 15.1% +34.6% ❌ 327,110 -58,173 -15.1% 1.02% $29.5M 2024-02-14 $109.35
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DIS

As of 2026 Q1 — sorted by position size

Granite Group Advisors, LLC 39.14% Oldfield Partners LLP 3Y 7Y 14.58% Lindsell Train Ltd 3Y 7Y 9.85% TERRIL BROTHERS, INC. 3Y 7Y 6.45% Focused Investors LLC 3Y 7Y 5.77% HS Management Partners, LLC 3Y 7Y 5.56% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.96% CFC Planning Co LLC 3.74% Brown Shipley& Co Ltd 3Y 3.49% Saber Capital Managment, LLC 3Y 3.43%

FAQ About Destination Wealth Management and DIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Destination Wealth Management reported owning DIS?

Destination Wealth Management reported DIS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIS position in Destination Wealth Management's portfolio?

The largest reported portfolio weight for DIS was 1.30% in 2024 Q1.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2025 Q4, when Destination Wealth Management reported 281,856 shares, equal to 0.84% of portfolio, with an estimated market value of $32.1M.

What does the chart on this DIS ownership page compare?

The chart compares Destination Wealth Management's quarterly DIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Destination Wealth Management time their DIS position?

Based on 13F filing dates vs. subsequent DIS price moves, Destination Wealth Management correctly timed 38 out of 85 reported position changes (45%). The annualised alpha on DIS relative to SPY over the holding period was -2.6%.

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