SEC 13F Intelligence

Richard C. Young & Co., Ltd. / DIS

Richard C. Young & Co., Ltd.’s Disney Walt Co Position

Does Richard C. Young & Co., Ltd. own Disney Walt Co (DIS)? Not currently — the last reported position was 67.8K shares worth $8M in Q2 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q2 2020
Shares
67.8K
% of Portfolio
+1.26%
Quarters Held
7
position exited

Position History DIS

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $6MQ1 ’19Q2 ’19: $9MQ2 ’19Q3 ’19: $9MQ3 ’19Q4 ’19: $10MQ4 ’19Q1 ’20: $7MQ1 ’20Q2 ’20: $8MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202067.8K$8M+1.26%
Q1 202070.5K$7M+1.32%
Q4 201968.7K$10M+1.66%
Q3 201967.1K$9M+1.57%
Q2 201965.8K$9M+1.74%
Q1 201956.9K$6M+1.21%
Q4 201825.7K$3M+0.60%

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