SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / DIS

Clifford Swan Investment Counsel LLC’s Disney Walt Co Position

Does Clifford Swan Investment Counsel LLC own Disney Walt Co (DIS)? Yes130.4K shares worth $13M (+0.43% of its 13F portfolio) as of Q1 2026, down from 134.3K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
130.4K
% of Portfolio
+0.43%
Quarters Held
30
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $25MQ2 ’19: $32MQ3 ’19: $29MQ4 ’19: $32MQ4 ’19Q1 ’20: $23MQ2 ’20: $25MQ3 ’20: $27MQ4 ’20: $37MQ4 ’20Q1 ’21: $36MQ2 ’21: $32MQ3 ’21: $32MQ4 ’21: $28MQ4 ’21Q1 ’22: $25MQ2 ’22: $17MQ3 ’22: $16MQ4 ’22: $15MQ4 ’22Q1 ’23: $17MQ2 ’23: $15MQ3 ’23: $14MQ4 ’23: $15MQ4 ’23Q1 ’24: $20MQ2 ’24: $16MQ3 ’24: $15MQ4 ’24: $17MQ4 ’24Q1 ’25: $15MQ2 ’25: $17MQ3 ’25: $16MQ4 ’25: $15MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026130.4K$13M+0.43%
Q4 2025134.3K$15M+0.51%
Q3 2025136.5K$16M+0.52%
Q2 2025139.3K$17M+0.61%
Q1 2025148.2K$15M+0.54%
Q4 2024150.7K$17M+0.60%
Q3 2024156.9K$15M+0.53%
Q2 2024164.2K$16M+0.61%
Q1 2024165.6K$20M+0.75%
Q4 2023170.4K$15M+0.60%
Q3 2023176.7K$14M+0.60%
Q2 2023167.6K$15M+0.60%
Q1 2023166.4K$17M+0.70%
Q4 2022169.6K$15M+0.64%
Q3 2022172.7K$16M+0.76%
Q2 2022180.6K$17M+0.74%
Q1 2022178.8K$25M+0.91%
Q4 2021183.9K$28M+1.00%
Q3 2021186.5K$32M+1.16%
Q2 2021186.0K$32M+1.22%
Q1 2021194.3K$36M+1.47%
Q4 2020205.1K$37M+1.62%
Q3 2020217.8K$27M+1.30%
Q2 2020222.8K$25M+1.28%
Q1 2020233.0K$23M+1.37%
Q4 2019221.5K$32M+1.55%
Q3 2019222.6K$29M+1.51%
Q2 2019225.8K$32M+1.66%
Q1 2019226.0K$25M+1.35%
Q4 2018220.5K$24M+1.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of DIS.