The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionKimelman & Baird, LLC
Latest Disclosed Ownership132,796 shares
Latest Disclosed Value $ 12,798,890
Kimelman & Baird, LLC reports 0.64% increase in ownership of DIS / The Walt Disney Company

On May 13, 2026 - Kimelman & Baird, LLC filed a 13F-HR form disclosing ownership of 132,796 shares of The Walt Disney Company (MX:DIS) valued at $12,798,890 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 131,945 shares of The Walt Disney Company. This represents a change in shares of 0.64% 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)
2026-05-13 2026-03-31 13F DISNEY WALT COM 254687106 132,796 851 0.64 12,799 -14.74 1.0532
2026-02-06 2025-12-31 13F DISNEY WALT COM 254687106 131,945 135 0.10 15,011 -0.54 1.1533
2025-11-25 2025-09-30 13F DISNEY WALT COM 254687106 131,810 2,760 2.14 15,092 -5.69 1.1787
2025-08-12 2025-06-30 13F DISNEY WALT COM 254687106 129,050 -268 -0.21 16,004 25.39 1.3030
2025-05-13 2025-03-31 13F DISNEY WALT COM 254687106 129,318 165 0.13 12,764 -11.25 1.0844
2025-02-10 2024-12-31 13F DISNEY WALT COM 254687106 129,153 -4,146 -3.11 14,381 12.16 1.1430
2024-11-15 2024-09-30 13F DISNEY WALT COM 254687106 133,299 -4,697 -3.40 12,822 -6.42 1.0230
2024-08-19 2024-06-30 13F DISNEY WALT COM 254687106 137,996 -12,175 -8.11 13,702 -48.09 1.1301
2021-08-17 2021-06-30 13F Disney Walt Co Disney cs 254687106 150,171 30,152 25.12 26,396 68.76 2.3532
2019-12-10 2019-09-30 13F Disney Walt Co Disney cs 254687106 120,019 -2,345 -1.92 15,641 -8.46 2.1688
2019-11-22 2019-06-30 13F Disney Walt Co Disney cs 254687106 122,364 139 0.11 17,087 25.91 2.3774
2019-07-02 2019-03-31 13F Disney Walt Co Disney cs 254687106 122,225 -2,447 -1.96 13,571 -0.72 1.9523
2019-02-15 2018-12-31 13F Disney Walt Co Disney cs 254687106 124,672 -694 -0.55 13,670 -6.75 2.1267
2019-01-30 2018-09-30 13F Disney Walt Co Disney cs 254687106 125,366 -696 -0.55 14,660 10.95 1.8477
2019-01-24 2018-06-30 13F Disney Walt Co Disney cs 254687106 126,062 946 0.76 13,213 -1.77 1.7346
2018-03-06 2017-12-31 13F Disney Walt Co Disney cs 254687106 125,116 522 0.42 13,451 9.53 1.9121
2018-01-02 2017-09-30 13F Disney Walt Co Disney cs 254687106 124,594 335 0.27 12,281 -6.98 1.8307
2017-08-22 2017-06-30 13F Disney Walt Co Disney COM 254687106 124,259 -520 -0.42 13,202 -6.69 2.0007
2017-05-17 2017-03-31 13F Disney Walt Co Disney COM 254687106 124,779 304 0.24 14,149 9.06 2.1549
2017-04-10 2016-12-31 13F Disney Walt Co Disney COM 254687106 124,475 -4,222 -3.28 12,973 8.55 2.1752
2016-12-13 2016-09-30 13F Disney Walt Co Disney COM 254687106 128,697 -228 -0.18 11,951 -5.24 2.1011
2016-08-16 2016-06-30 13F Disney Walt Co Disney COM 254687106 128,925 707 0.55 12,612 -0.96 2.3053
2016-05-13 2016-03-31 13F Disney Walt Co Disney COM 254687106 128,218 866 0.68 12,734 -4.84 2.3788
2016-02-12 2015-12-31 13F Disney Walt Co Disney COM 254687106 127,352 -4,175 -3.17 13,382 -10.86 2.5164
2015-08-12 2015-06-30 13F Disney Walt Co Disney cs 254687106 131,527 52,595 66.63 15,012 81.33 2.5604
2015-05-12 2015-03-31 13F Disney Walt Co Disney cs 254687106 78,932 0 0.00 8,279 11.37 1.5098
2015-02-12 2014-12-31 13F Disney Walt Co Disney cs 254687106 78,932 0 0.00 7,434 5.79 1.3398
2014-11-13 2014-09-30 13F Disney Walt Co Disney COM 254687106 78,932 0 0.00 7,027 3.84 1.3283
2014-08-14 2014-06-30 13F Disney Walt cs 254687106 78,932 2,000 2.60 6,767 9.85 1.1910
2014-05-20 2014-03-31 13F Disney Walt Co Disney cs 254687106 76,932 -184 -0.24 6,160 4.55 1.1488
2014-02-13 2013-12-31 13F Disney Walt Co Disney COM 254687106 77,116 0 0.00 5,892 18.48 1.1276
2013-11-13 2013-09-30 13F Disney Walt Co Disney COM 254687106 77,116 0 0.00 4,973 2.11 0.9933
2013-08-07 2013-06-30 13F Disney Walt Co Disney COM 254687106 77,116 77,116 4,870 1.0256
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.