WELLINGTON MANAGEMENT GROUP LLP DIS Disney Walt Co Common

Ownership history in WELLINGTON MANAGEMENT GROUP LLP  ·  111 quarters on record

AI Ownership Summary

WELLINGTON MANAGEMENT GROUP LLP reported Disney Walt Co Common (DIS) in 111 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows DIS at 0.42% 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 WELLINGTON MANAGEMENT GROUP LLP'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 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q4

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.

How WELLINGTON MANAGEMENT GROUP LLP 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 12 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,200,537 +21,193,514 +301772.9% 0.42% $2.41B 2026-02-14 (Est.) $105.45
2025 Q4 REDUCED 99.9% -15.3% 7,023 -10,395,145 -99.9% 0.00% $435K 2026-02-14 (Est.) $105.45
2025 Q3 ADDED 10,402,168 +10,401,288 +1181964.5% 0.21% $1.19B 2025-11-14 $105.09
2025 Q3 REDUCED 43.6% +0.4% 880 -679 -43.6% 0.00% $286K 2025-11-14 $105.09
2025 Q2 REDUCED 100.0% -7.4% 1,559 -11,400,615 -100.0% 0.00% $257K 2025-08-14 $115.53
2025 Q2 ADDED 11,402,174 +3,039,357 +36.3% 0.26% $1.41B 2025-08-14 $115.53
2025 Q1 REDUCED 8,362,817 -302,249 -3.5% 0.16% $825.4M 2025-05-13 $110.16
2024 Q4 ADDED 8,665,066 +462,403 +5.6% 0.18% $964.9M 2025-02-12 $108.04
2024 Q3 ADDED 8,202,663 +885,917 +12.1% 0.14% $789.0M 2024-11-14 $107.45
2024 Q2 ADDED 7,316,746 +709,816 +10.7% 0.13% $726.5M 2024-08-14 $84.98
2024 Q1 ADDED 6,606,930 +3,782,369 +133.9% 0.14% $808.4M 2024-05-15 $100.73
2023 Q4 REDUCED 30.2% +34.6% 2,824,561 -1,224,298 -30.2% 0.05% $255.0M 2024-02-12 $107.12
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELLINGTON MANAGEMENT GROUP LLP and DIS

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

How long has WELLINGTON MANAGEMENT GROUP LLP reported owning DIS?

WELLINGTON MANAGEMENT GROUP LLP reported DIS across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIS position in WELLINGTON MANAGEMENT GROUP LLP's portfolio?

The largest reported portfolio weight for DIS was 0.42% in 2025 Q4.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2025 Q4, when WELLINGTON MANAGEMENT GROUP LLP reported 21,200,537 shares, equal to 0.42% of portfolio, with an estimated market value of $2.41B.

What does the chart on this DIS ownership page compare?

The chart compares WELLINGTON MANAGEMENT GROUP LLP'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 WELLINGTON MANAGEMENT GROUP LLP time their DIS position?

Based on 13F filing dates vs. subsequent DIS price moves, WELLINGTON MANAGEMENT GROUP LLP correctly timed 48 out of 109 reported position changes (44%). The annualised alpha on DIS relative to SPY over the holding period was -1.9%.

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