Kooman & Associates DIS — DISNEY WALT CO

Ownership history in Kooman & Associates  ·  14 quarters on record

AI Ownership Summary

Kooman & Associates reported DISNEY WALT CO (DIS) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q1. The latest visible filing shows DIS at 0.11% 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 Kooman & Associates's position in DISNEY WALT CO, 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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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 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.

DIS stock page Kooman & Associates fund profile Kooman & Associates full holdings
How Kooman & Associates 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,661 +151 +4.3% 0.11% $353K 2026-04-21 $104.29
2025 Q4 REDUCED 8.8% -15.3% ✅ 3,510 -339 -8.8% 0.12% $399K 2026-01-23 $110.98
2025 Q3 REDUCED — — — 3,849 -6 -0.2% 0.14% $441K 2025-10-21 $113.53
2025 Q2 REDUCED — — — 3,855 -20 -0.5% 0.16% $478K 2025-07-16 $119.01
2025 Q1 ADDED — — — 3,875 +89 +2.4% 0.14% $383K 2025-05-02 $91.48
2024 Q4 ADDED — — — 3,786 +71 +1.9% 0.15% $422K 2025-02-04 $112.06
2024 Q3 ADDED — — — 3,715 +29 +0.8% 0.13% $357K 2024-10-24 $93.94
2024 Q2 ADDED — — — 3,686 +29 +0.8% 0.15% $366K 2024-08-12 $84.63
2024 Q1 ADDED — — — 3,657 +113 +3.2% 0.19% $448K 2024-05-14 $103.26
2023 Q4 ADDED — — — 3,544 +157 +4.6% 0.14% $320K 2024-01-30 $95.02
4 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% 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% McGinn Penninger Investment Management, Inc. 3Y 3.2% CACTI ASSET MANAGEMENT LLC 3Y 7Y 3.2% Legal Advantage Investments, Inc. 3Y 3.02%

FAQ About Kooman & Associates and DIS

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

How long has Kooman & Associates reported owning DIS?

Kooman & Associates reported DIS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIS position in Kooman & Associates's portfolio?

The largest reported portfolio weight for DIS was 0.19% in 2024 Q1.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2026 Q1, when Kooman & Associates reported 3,661 shares, equal to 0.11% of portfolio, with an estimated market value of $353K.

What does the chart on this DIS ownership page compare?

The chart compares Kooman & Associates'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 Kooman & Associates time their DIS position?

Based on 13F filing dates vs. subsequent DIS price moves, Kooman & Associates correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on DIS relative to SPY over the holding period was -17.4%.

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