The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership8,841 shares
Latest Disclosed Value $ 850,985
Successful Portfolios LLC reports 1.97% increase in ownership of DIS / The Walt Disney Company

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 8,841 shares of The Walt Disney Company (MX:DIS) valued at $850,985 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 8,670 shares of The Walt Disney Company. This represents a change in shares of 1.97% 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)
2026-04-13 2026-03-31 13F DISNEY WALT COM 254687106 8,841 171 1.97 851 -15.34 0.4691
2026-01-23 2025-12-31 13F DISNEY WALT COM 254687106 8,670 -246 -2.76 1,005 -1.57 0.5119
2025-10-15 2025-09-30 13F DISNEY WALT COM 254687106 8,916 101 1.15 1,021 -6.68 0.5958
2025-07-21 2025-06-30 13F DISNEY WALT COM 254687106 8,815 -42 -0.47 1,093 25.06 0.6720
2025-04-11 2025-03-31 13F DISNEY WALT COM 254687106 8,857 -159 -1.76 874 -12.86 0.5945
2025-01-16 2024-12-31 13F DISNEY WALT COM 254687106 9,016 -62 -0.68 1,004 14.89 0.6716
2024-10-09 2024-09-30 13F DISNEY WALT COM 254687106 9,078 184 2.07 873 -1.13 0.5907
2024-07-12 2024-06-30 13F DISNEY WALT COM 254687106 8,894 -27 -0.30 883 -19.07 0.6169
2024-04-18 2024-03-31 13F DISNEY WALT COM 254687106 8,921 -99 -1.10 1,092 34.03 0.7446
2024-01-18 2023-12-31 13F DISNEY WALT COM 254687106 9,020 637 7.60 814 19.88 0.6086
2023-10-11 2023-09-30 13F DISNEY WALT COM 254687106 8,383 8 0.10 679 -9.10 0.6021
2023-07-20 2023-06-30 13F DISNEY WALT COM 254687106 8,375 -2,698 -24.37 748 -32.58 0.6437
2023-04-24 2023-03-31 13F DISNEY WALT COM 254687106 11,073 351 3.27 1,109 18.88 0.6961
2023-01-27 2022-12-31 13F DISNEY WALT COM 254687106 10,722 165 1.56 932 -6.43 0.6079
2022-10-12 2022-09-30 13F DISNEY WALT COM 254687106 10,557 -14 -0.13 996 -0.20 0.7222
2022-07-22 2022-06-30 13F DISNEY WALT COM 254687106 10,571 -637 -5.68 998 -35.07 0.6715
2022-04-21 2022-03-31 13F DISNEY WALT COM 254687106 11,208 564 5.30 1,537 -6.79 0.8750
2022-01-26 2021-12-31 13F DISNEY WALT COM 254687106 10,644 182 1.74 1,649 -6.84 0.8962
2021-10-14 2021-09-30 13F DISNEY WALT COM 254687106 10,462 33 0.32 1,770 -3.44 1.0569
2021-07-23 2021-06-30 13F DISNEY WALT COM 254687106 10,429 456 4.57 1,833 -0.38 1.1110
2021-04-20 2021-03-31 13F DISNEY WALT COM 254687106 9,973 325 3.37 1,840 5.26 1.2128
2021-02-02 2020-12-31 13F DISNEY WALT COM 254687106 9,648 60 0.63 1,748 46.89 1.2540
2020-10-13 2020-09-30 13F DISNEY WALT COM DISNEY 254687106 9,588 -350 -3.52 1,190 7.40 0.9496
2020-07-13 2020-06-30 13F DISNEY WALT COM DISNEY 254687106 9,938 281 2.91 1,108 18.76 0.9746
2020-04-23 2020-03-31 13F DISNEY WALT COM DISNEY 254687106 9,657 1,896 24.43 933 -16.84 0.9435
2020-01-23 2019-12-31 13F DISNEY WALT COM DISNEY 254687106 7,761 -1,334 -14.67 1,122 -5.32 0.9986
2019-10-11 2019-09-30 13F DISNEY WALT COM DISNEY 254687106 9,095 189 2.12 1,185 -4.74 1.1135
2019-07-11 2019-06-30 13F DISNEY WALT COM DISNEY 254687106 8,906 16 0.18 1,244 26.04 1.3348
2019-04-22 2019-03-31 13F DISNEY WALT COM DISNEY 254687106 8,890 1,444 19.39 987 20.96 1.0791
2019-01-14 2018-12-31 13F DISNEY WALT COM DISNEY 254687106 7,446 -137 -1.81 816 -8.00 1.0428
2018-10-15 2018-09-30 13F DISNEY WALT COM DISNEY 254687106 7,583 14 0.18 887 11.85 0.9659
2018-07-24 2018-06-30 13F DISNEY WALT COM DISNEY 254687106 7,569 20 0.26 793 4.62 0.9261
2018-05-08 2018-03-31 13F DISNEY WALT COM DISNEY 254687106 7,549 263 3.61 758 -3.19 0.9203
2018-02-09 2017-12-31 13F DISNEY WALT COM DISNEY 254687106 7,286 7,286 783 0.9728
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.