DIS — DISNEY WALT CO

Ownership history in Whelan Financial  ·  6 quarters on record

This page tracks every 13F SEC filing in which Whelan Financial reported a position in DISNEY WALT CO (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
0.49% (2025 Q4)
Avg. % of fund
0.28%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,682 +1,646 +13.7% 0.49% $1.6M $113.77
2025 Q3 ADDED 12,036 +4,282 +55.2% 0.44% $1.4M $113.73
2025 Q2 ADDED 7,754 +2,001 +34.8% 0.35% $962K $123.18
2025 Q1 ADDED 5,753 +3,542 +160.2% 0.22% $568K $97.62
2024 Q4 ADDED 2,211 +525 +31.1% 0.10% $246K $110.13
2024 Q1 INITIATED 1,686 — — 0.09% $206K —
% 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%
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