The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership4,336 shares
Latest Disclosed Value $ 417,862
180 Wealth Advisors, Llc reports 3.15% decrease in ownership of DIS / The Walt Disney Company

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 4,336 shares of The Walt Disney Company (MX:DIS) valued at $417,862 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 4,477 shares of The Walt Disney Company. This represents a change in shares of -3.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F DISNEY WALT COM 254687106 4,336 -141 -3.15 418 -18.07 0.0475
2026-01-09 2025-12-31 13F DISNEY WALT COM 254687106 4,477 -80 -1.76 509 -2.30 0.0580
2025-10-16 2025-09-30 13F DISNEY WALT COM 254687106 4,557 40 0.89 522 -6.96 0.0636
2025-07-31 2025-06-30 13F DISNEY WALT COM 254687106 4,517 -302 -6.27 560 17.89 0.0781
2025-04-09 2025-03-31 13F DISNEY WALT COM 254687106 4,819 -206 -4.10 476 -15.03 0.0758
2025-01-14 2024-12-31 13F DISNEY WALT COM 254687106 5,025 -199 -3.81 560 11.35 0.0877
2024-11-01 2024-09-30 13F DISNEY WALT COM 254687106 5,224 -172 -3.19 503 -3.65 0.0791
2024-07-16 2024-06-30 13F DISNEY WALT COM 254687106 5,396 -11,653 -68.35 521 -75.02 0.0850
2024-04-16 2024-03-31 13F DISNEY WALT COM 254687106 17,049 1,241 7.85 2,086 45.57 0.3750
2024-01-25 2023-12-31 13F DISNEY WALT COM 254687106 15,808 663 4.38 1,434 16.79 0.2870
2023-11-01 2023-09-30 13F DISNEY WALT COM 254687106 15,145 1,549 11.39 1,228 -0.24 0.2763
2023-07-12 2023-06-30 13F DISNEY WALT COM 254687106 13,596 881 6.93 1,230 -3.38 0.2702
2023-04-07 2023-03-31 13F DISNEY WALT COM 254687106 12,715 105 0.83 1,273 -7.95 0.2962
2023-02-02 2022-12-31 13F DISNEY WALT COM 254687106 12,610 -636 -4.80 1,383 10.64 0.3253
2022-10-12 2022-09-30 13F DISNEY WALT COM 254687106 13,246 365 2.83 1,250 0.97 0.3440
2022-07-11 2022-06-30 13F DISNEY WALT COM 254687106 12,881 -357 -2.70 1,238 -29.10 0.3161
2022-04-22 2022-03-31 13F DISNEY WALT COM 254687106 13,238 467 3.66 1,746 -0.46 0.3811
2022-01-26 2021-12-31 13F DISNEY WALT COM 254687106 12,771 394 3.18 1,754 -19.69 0.3938
2021-10-28 2021-09-30 13F DISNEY WALT COM 254687106 12,377 447 3.75 2,184 3.41 0.4811
2021-08-13 2021-06-30 13F DISNEY WALT COM 254687106 11,930 56 0.47 2,112 3.18 0.4830
2021-05-25 2021-03-31 13F DISNEY WALT COM 254687106 11,874 -118 -0.98 2,047 -0.92 0.5075
2021-01-27 2020-12-31 13F DISNEY WALT COM 254687106 11,992 104 0.87 2,066 39.12 0.5961
2020-10-23 2020-09-30 13F DISNEY WALT COM DISNEY 254687106 11,888 204 1.75 1,485 7.14 0.5568
2020-07-21 2020-06-30 13F DISNEY WALT COM DISNEY 254687106 11,684 -260 -2.18 1,386 19.69 0.5507
2020-04-09 2020-03-31 13F DISNEY WALT COM DISNEY 254687106 11,944 1,667 16.22 1,158 -21.92 0.6011
2020-01-17 2019-12-31 13F DISNEY WALT COM DISNEY 254687106 10,277 930 9.95 1,483 22.06 0.5913
2019-10-22 2019-09-30 13F DISNEY WALT COM DISNEY 254687106 9,347 717 8.31 1,215 -0.74 0.5372
2019-08-05 2019-06-30 13F DISNEY WALT COM DISNEY 254687106 8,630 -199 -2.25 1,224 3.90 0.5508
2019-05-14 2019-03-31 13F DISNEY WALT COM DISNEY 254687106 8,829 721 8.89 1,178 24.26 0.5344
2019-01-15 2018-12-31 13F DISNEY WALT COM DISNEY 254687106 8,108 0 0.00 948 0.00 0.4425
2018-11-14 2018-09-30 13F DISNEY WALT COM DISNEY 254687106 8,108 616 8.22 948 20.76 0.4383
2018-08-08 2018-06-30 13F DISNEY WALT COM DISNEY 254687106 7,492 1,121 17.60 785 22.66 0.3889
2018-06-01 2018-03-31 13F DISNEY WALT COM DISNEY 254687106 6,371 -377 -5.59 640 -11.72 0.3323
2018-02-13 2017-12-31 13F DISNEY WALT COM DISNEY 254687106 6,748 6,748 725 0.3691
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.