DIS — WALT DISNEY CO/THE

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  42 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in WALT DISNEY CO/THE (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.75% (2015 Q2)
Avg. % of fund
0.71%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
42
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 29,719 +11,904 +66.8% 0.70% $3.4M $113.73
2025 Q2 ADDED 17,815 +13,615 +324.2% 0.43% $2.2M $123.18
2024 Q4 REDUCED 4,200 -11,300 -72.9% 0.10% $468K $110.13
2023 Q3 REDUCED 15,500 -34,500 -69.0% 0.13% $1.3M $79.19
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DIS price (monthly, adj. close)

Other funds also holding DIS

As of 2025 Q4 — sorted by position size

Granite Group Advisors, LLC 43.54% Oldfield Partners LLP 3Y 7Y 16.26% DENDUR CAPITAL LP 3Y 11.67% Lindsell Train Ltd 3Y 7Y 10.05% DRH Investments, Inc. 3Y 8.94% KAHN BROTHERS GROUP INC 3Y 7Y 7.95% TERRIL BROTHERS, INC. 3Y 7Y 7.29% Corvex Management LP 3Y 7Y 6.76% HS Management Partners, LLC 3Y 7Y 6.17% Saratoga Research & Investment Management 3Y 7Y 6.11%
← Back to SUMMIT SECURITIES GROUP LLC Holdings