DIS DisneyWaltCo.

Ownership history in JACOBS & CO/CA  ·  88 quarters on record

AI Ownership Summary

JACOBS & CO/CA reported DisneyWaltCo. (DIS) in 88 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.42% in 2025 Q2. The latest visible filing shows DIS at 1.08% 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 JACOBS & CO/CA's position in DisneyWaltCo., 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
2026 Q1

DIS was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2025 Q2

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 2026 Q1

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.

How JACOBS & CO/CA held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 113,997 +1,187 +1.1% 1.08% $11K 2026-04-07 $95.78
2025 Q4 REDUCED 112,810 -1,463 -1.3% 1.21% $12.8M 2026-01-05 $114.07
2025 Q3 REDUCED 114,273 -1,198 -1.0% 1.25% $13.1M 2025-10-01 $112.19
2025 Q2 REDUCED 115,471 -1,166 -1.0% 1.42% $14.3M 2025-07-02 $122.15
2025 Q1 ADDED 116,637 +121 +0.1% 1.23% $11.5M 2025-04-03 $87.87
2024 Q4 ADDED 116,516 +595 +0.5% 1.32% $13.0M 2025-01-10 $107.46
2024 Q3 ADDED 115,921 +5,604 +5.1% 1.11% $11.2M 2024-10-01 $92.61
2024 Q2 ADDED 110,317 +5,038 +4.8% 1.15% $11.0M 2024-07-12 $95.64
2024 Q1 ADDED 105,279 +205 +0.2% 1.36% $12.9M 2024-04-12 $111.75
2023 Q4 REDUCED 105,074 -635 -0.6% 1.08% $9.5M 2024-01-18 $90.38
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS & CO/CA and DIS

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

How long has JACOBS & CO/CA reported owning DIS?

JACOBS & CO/CA reported DIS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIS position in JACOBS & CO/CA's portfolio?

The largest reported portfolio weight for DIS was 1.42% in 2025 Q2.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS & CO/CA reported 113,997 shares, equal to 1.08% of portfolio, with an estimated market value of $11K.

What does the chart on this DIS ownership page compare?

The chart compares JACOBS & CO/CA'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.

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