SEC 13F Intelligence

Mcbroom & Associates, LLC / DIS

Mcbroom & Associates, LLC’s Disney Walt Co Position

Does Mcbroom & Associates, LLC own Disney Walt Co (DIS)? Not currently — the last reported position was 29.5K shares worth $5M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2021
Shares
29.5K
% of Portfolio
+3.44%
Quarters Held
1
position exited

Position History DIS

Reported value by quarter
Q4 ’21: $5MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202129.5K$5M+3.44%

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