SEC 13F Intelligence

Rbo & Co LLC / DIS

Rbo & Co LLC’s Disney Walt Co Position

Does Rbo & Co LLC own Disney Walt Co (DIS)? Yes — 141.9K shares worth $14M (+2.21% of its 13F portfolio) as of Q1 2026, down from 144.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
141.9K
% of Portfolio
+2.21%
Quarters Held
30
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $19MQ2 ’19: $24MQ3 ’19: $22MQ4 ’19: $24MQ4 ’19Q1 ’20: $16MQ2 ’20: $19MQ3 ’20: $21MQ4 ’20: $29MQ4 ’20Q1 ’21: $30MQ2 ’21: $27MQ3 ’21: $26MQ4 ’21: $24MQ4 ’21Q1 ’22: $21MQ2 ’22: $15MQ3 ’22: $15MQ4 ’22: $14MQ4 ’22Q1 ’23: $16MQ2 ’23: $14MQ3 ’23: $13MQ4 ’23: $13MQ4 ’23Q1 ’24: $18MQ2 ’24: $15MQ3 ’24: $14MQ4 ’24: $17MQ4 ’24Q1 ’25: $14MQ2 ’25: $18MQ3 ’25: $17MQ4 ’25: $16MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.9K$14M+2.21%
Q4 2025144.7K$16M+2.62%
Q3 2025144.7K$17M+2.59%
Q2 2025144.7K$18M+2.88%
Q1 2025144.7K$14M+2.28%
Q4 2024149.4K$17M+2.71%
Q3 2024149.4K$14M+2.27%
Q2 2024146.4K$15M+2.60%
Q1 2024146.6K$18M+3.00%
Q4 2023147.4K$13M+2.28%
Q3 2023155.2K$13M+2.29%
Q2 2023155.7K$14M+2.36%
Q1 2023155.8K$16M+2.72%
Q4 2022155.6K$14M+2.39%
Q3 2022158.6K$15M+2.97%
Q2 2022158.0K$15M+2.73%
Q1 2022154.5K$21M+3.46%
Q4 2021154.5K$24M+3.77%
Q3 2021155.0K$26M+4.60%
Q2 2021155.7K$27M+4.78%
Q1 2021162.1K$30M+5.46%
Q4 2020162.4K$29M+5.92%
Q3 2020166.1K$21M+4.58%
Q2 2020167.9K$19M+4.52%
Q1 2020168.2K$16M+4.37%
Q4 2019167.9K$24M+5.35%
Q3 2019168.6K$22M+5.20%
Q2 2019170.3K$24M+5.58%
Q1 2019171.8K$19M+4.58%
Q4 201897.7K$11M+2.82%

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