The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionGuardian Capital Lp
Latest Disclosed Ownership36,926 shares
Latest Disclosed Value $ 3,558,928
Guardian Capital Lp reports 11.14% increase in ownership of DIS / The Walt Disney Company

On May 15, 2026 - Guardian Capital Lp filed a 13F-HR form disclosing ownership of 36,926 shares of The Walt Disney Company (MX:DIS) valued at $3,558,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 33,226 shares of The Walt Disney Company. This represents a change in shares of 11.14% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F DISNEY WALT COM 254687106 36,926 3,700 11.14 3,559 -5.87 0.0620
2026-02-18 2025-12-31 13F DISNEY WALT COM 254687106 33,226 0 0.00 3,780 -0.63 0.1121
2025-11-12 2025-09-30 13F DISNEY WALT COM 254687106 33,226 0 0.00 3,804 -7.67 0.1228
2025-08-07 2025-06-30 13F DISNEY WALT COM 254687106 33,226 7,200 27.66 4,120 60.44 0.1456
2025-05-14 2025-03-31 13F DISNEY WALT COM 254687106 26,026 700 2.76 2,569 -8.94 0.1010
2025-02-14 2024-12-31 13F DISNEY WALT COM 254687106 25,326 1,400 5.85 2,820 22.56 0.1048
2024-11-12 2024-09-30 13F DISNEY WALT COM 254687106 23,926 2,200 10.13 2,301 6.68 0.0843
2024-08-13 2024-06-30 13F DISNEY WALT COM 254687106 21,726 -6,130 -22.01 2,157 -36.71 0.0813
2024-05-14 2024-03-31 13F DISNEY WALT COM 254687106 27,856 -100 -0.36 3,408 35.02 0.1188
2024-02-08 2023-12-31 13F DISNEY WALT COM 254687106 27,956 7,185 34.59 2,524 49.97 0.0905
2023-11-13 2023-09-30 13F DISNEY WALT COM 254687106 20,771 -14,125 -40.48 1,683 -45.97 0.0627
2023-08-14 2023-06-30 13F DISNEY WALT COM 254687106 34,896 2,200 6.73 3,116 -4.83 0.0997
2023-05-15 2023-03-31 13F DISNEY WALT COM 254687106 32,696 -785 -2.34 3,274 12.55 0.1044
2023-02-14 2022-12-31 13F DISNEY WALT COM 254687106 33,481 6,010 21.88 2,909 12.23 0.0958
2022-11-14 2022-09-30 13F DISNEY WALT COM 254687106 27,471 -7,790 -22.09 2,591 -22.17 0.0891
2022-08-12 2022-06-30 13F DISNEY WALT COM 254687106 35,261 6,505 22.62 3,329 -15.59 0.1018
2022-05-16 2022-03-31 13F DISNEY WALT COM 254687106 28,756 -19,550 -40.47 3,944 -47.29 0.0767
2022-02-10 2021-12-31 13F DISNEY WALT COM 254687106 48,306 6,730 16.19 7,482 6.38 0.1444
2021-11-15 2021-09-30 13F DISNEY WALT COM 254687106 41,576 2,500 6.40 7,033 2.40 0.1455
2021-08-17 2021-06-30 13F DISNEY WALT COM 254687106 39,076 3,130 8.71 6,868 3.54 0.1347
2021-05-17 2021-03-31 13F DISNEY WALT COM 254687106 35,946 3,980 12.45 6,633 14.52 0.1111
2021-02-12 2020-12-31 13F DISNEY WALT COM 254687106 31,966 1,510 4.96 5,792 53.27 0.1351
2020-11-16 2020-09-30 13F DISNEY WALT COM DISNEY 254687106 30,456 2,280 8.09 3,779 20.27 0.0993
2020-08-13 2020-06-30 13F DISNEY WALT COM DISNEY 254687106 28,176 10,555 59.90 3,142 84.61 0.0813
2020-05-15 2020-03-31 13F DISNEY WALT COM DISNEY 254687106 17,621 13,271 305.08 1,702 170.59 0.0507
2020-02-13 2019-12-31 13F DISNEY WALT COM DISNEY 254687106 4,350 -1,300 -23.01 629 -14.54 0.0131
2019-11-14 2019-09-30 13F DISNEY WALT COM DISNEY 254687106 5,650 821 17.00 736 9.20 0.0148
2019-08-14 2019-06-30 13F DISNEY WALT COM DISNEY 254687106 4,829 570 13.38 674 42.49 0.0131
2019-05-15 2019-03-31 13F DISNEY WALT COM DISNEY 254687106 4,259 889 26.38 473 27.84 0.0087
2019-02-13 2018-12-31 13F DISNEY WALT COM DISNEY 254687106 3,370 3,370 370 0.0077
2017-11-15 2017-09-30 13F DISNEY WALT COM DISNEY 254687106 0 -106,302 -100.00 0 -100.00
2017-08-14 2017-06-30 13F DISNEY WALT COM DISNEY 254687106 106,302 -1,634 -1.51 11,295 -7.71 0.1765
2017-05-15 2017-03-31 13F DISNEY WALT COM DISNEY 254687106 107,936 -64,615 -37.45 12,239 -31.94 0.1863
2017-02-14 2016-12-31 13F DISNEY WALT COM DISNEY 254687106 172,551 -6,685 -3.73 17,983 8.04 0.2655
2016-11-14 2016-09-30 13F DISNEY WALT COM DISNEY 254687106 179,236 -8,778 -4.67 16,644 -9.50 0.2613
2016-08-12 2016-06-30 13F DISNEY WALT COM DISNEY 254687106 188,014 -319 -0.17 18,391 -1.67 0.3004
2016-05-12 2016-03-31 13F DISNEY WALT COM DISNEY 254687106 188,333 35,349 23.11 18,703 16.34 0.3156
2016-02-12 2015-12-31 13F DISNEY WALT COM DISNEY 254687106 152,984 9,362 6.52 16,076 9.52 0.3087
2015-11-12 2015-09-30 13F DISNEY WALT COM DISNEY 254687106 143,622 131,223 1,058.34 14,678 937.31 0.2788
2015-08-13 2015-06-30 13F DISNEY WALT COM DISNEY 254687106 12,399 625 5.31 1,415 14.57 0.0240
2015-05-14 2015-03-31 13F DISNEY WALT COM DISNEY 254687106 11,774 7,115 152.72 1,235 181.32 0.0210
2015-02-13 2014-12-31 13F DISNEY WALT COM DISNEY 254687106 4,659 1,332 40.04 439 48.31 0.0070
2014-11-12 2014-09-30 13F DISNEY WALT COM DISNEY 254687106 3,327 3,327 296 0.0044
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.