SEC 13F Intelligence

Destination Wealth Management / DIS

Destination Wealth Management’s Disney Walt Co Position

Does Destination Wealth Management own Disney Walt Co (DIS)? Yes279.1K shares worth $27M (+0.70% of its 13F portfolio) as of Q1 2026, down from 281.9K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
279.1K
% of Portfolio
+0.70%
Quarters Held
30
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $28MQ4 ’18Q1 ’19: $28MQ2 ’19: $34MQ3 ’19: $32MQ4 ’19: $35MQ4 ’19Q1 ’20: $24MQ2 ’20: $32MQ3 ’20: $35MQ4 ’20: $50MQ4 ’20Q1 ’21: $47MQ2 ’21: $44MQ3 ’21: $42MQ4 ’21: $40MQ4 ’21Q1 ’22: $37MQ2 ’22: $27MQ3 ’22: $30MQ4 ’22: $27MQ4 ’22Q1 ’23: $34MQ2 ’23: $32MQ3 ’23: $31MQ4 ’23: $30MQ4 ’23Q1 ’24: $39MQ2 ’24: $31MQ3 ’24: $30MQ4 ’24: $33MQ4 ’24Q1 ’25: $29MQ2 ’25: $36MQ3 ’25: $33MQ4 ’25: $32MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026279.1K$27M+0.70%
Q4 2025281.9K$32M+0.84%
Q3 2025286.0K$33M+0.90%
Q2 2025289.6K$36M+1.05%
Q1 2025294.0K$29M+0.91%
Q4 2024298.4K$33M+1.04%
Q3 2024307.1K$30M+0.92%
Q2 2024311.3K$31M+1.02%
Q1 2024320.8K$39M+1.30%
Q4 2023327.1K$30M+1.02%
Q3 2023385.3K$31M+1.21%
Q2 2023359.7K$32M+1.20%
Q1 2023339.3K$34M+1.29%
Q4 2022307.6K$27M+1.06%
Q3 2022323.2K$30M+1.28%
Q2 2022289.1K$27M+1.10%
Q1 2022270.1K$37M+1.37%
Q4 2021257.4K$40M+1.41%
Q3 2021250.3K$42M+1.64%
Q2 2021249.1K$44M+1.69%
Q1 2021252.5K$47M+1.92%
Q4 2020274.5K$50M+2.16%
Q3 2020282.2K$35M+1.77%
Q2 2020286.2K$32M+1.73%
Q1 2020252.6K$24M+1.50%
Q4 2019245.1K$35M+1.80%
Q3 2019244.0K$32M+1.72%
Q2 2019245.6K$34M+1.89%
Q1 2019254.4K$28M+1.59%
Q4 2018252.9K$28M+1.67%

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