The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionWelch Group, LLC
Latest Disclosed Ownership9,675 shares
Latest Disclosed Value $ 932,511
Welch Group, LLC reports 4.47% decrease in ownership of DIS / The Walt Disney Company

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 9,675 shares of The Walt Disney Company (MX:DIS) valued at $932,511 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,128 shares of The Walt Disney Company. This represents a change in shares of -4.47% 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)
2026-04-21 2026-03-31 13F DISNEY WALT COMMON 254687106 9,675 -453 -4.47 933 -19.10 0.0350
2026-01-26 2025-12-31 13F DISNEY WALT COMMON STOCK 254687106 10,128 76 0.76 1,152 0.17 0.0444
2025-10-14 2025-09-30 13F DISNEY WALT COMMON 254687106 10,052 391 4.05 1,151 -4.01 0.0449
2025-07-25 2025-06-30 13F DISNEY WALT COMMON 254687106 9,661 99 1.04 1,198 27.85 0.0501
2025-04-08 2025-03-31 13F DISNEY WALT COMMON 254687106 9,562 -110 -1.14 938 -12.51 0.0412
2025-01-27 2024-12-31 13F DISNEY WALT COMMON 254687106 9,672 -1,265 -11.57 1,072 1.81 0.0483
2024-10-24 2024-09-30 13F DISNEY WALT COMMON 254687106 10,937 -669 -5.76 1,052 -8.68 0.0457
2024-07-17 2024-06-30 13F DISNEY WALT COMMON 254687106 11,606 4,083 54.27 1,152 25.22 0.0554
2024-04-09 2024-03-31 13F DISNEY WALT COMMON 254687106 7,523 -40,904 -84.47 921 -78.96 0.0457
2024-01-23 2023-12-31 13F DISNEY WALT Common 254687106 48,427 42 0.09 4,373 11.50 0.2355
2023-10-18 2023-09-30 13F DISNEY WALT Common 254687106 48,385 2,097 4.53 3,922 -5.11 0.2323
2023-07-18 2023-06-30 13F DISNEY WALT Common 254687106 46,288 4,080 9.67 4,133 -2.22 0.2369
2023-04-13 2023-03-31 13F DISNEY WALT Common 254687106 42,208 7,428 21.36 4,226 39.89 0.2457
2023-01-30 2022-12-31 13F DISNEY WALT Common 254687106 34,780 -1,512 -4.17 3,022 -11.74 0.1729
2022-10-13 2022-09-30 13F DISNEY WALT COMMON 254687106 36,292 1,645 4.75 3,423 4.65 0.2228
2022-07-21 2022-06-30 13F DISNEY WALT COMMON 254687106 34,647 4,983 16.80 3,271 -19.61 0.1996
2022-04-29 2022-03-31 13F DISNEY WALT COMMON 254687106 29,664 4,667 18.67 4,069 5.09 0.2323
2022-01-26 2021-12-31 13F DISNEY WALT COMMON 254687106 24,997 -943 -3.64 3,872 -11.76 0.2265
2021-11-05 2021-09-30 13F DISNEY WALT COMMON 254687106 25,940 3,584 16.03 4,388 11.68 0.2971
2021-07-21 2021-06-30 13F DISNEY WALT COMMON 254687106 22,356 1,954 9.58 3,929 4.36 0.2679
2021-04-23 2021-03-31 13F DISNEY WALT COMMON 254687106 20,402 2,233 12.29 3,765 14.37 0.2710
2021-01-25 2020-12-31 13F DISNEY WALT Common 254687106 18,169 929 5.39 3,292 53.90 0.2640
2020-10-28 2020-09-30 13F DISNEY WALT Common 254687106 17,240 350 2.07 2,139 13.60 0.1869
2020-07-22 2020-06-30 13F DISNEY WALT Common 254687106 16,890 1,389 8.96 1,883 25.78 0.1759
2020-04-28 2020-03-31 13F DISNEY WALT Common 254687106 15,501 6,418 70.66 1,497 13.93 0.1597
2020-01-24 2019-12-31 13F Disney Walt Common 254687106 9,083 1,017 12.61 1,314 25.02 0.1293
2019-11-05 2019-09-30 13F Disney Walt Common 254687106 8,066 294 3.78 1,051 -3.13 0.1080
2019-07-11 2019-06-30 13F Disney Walt Common 254687106 7,772 4,221 118.87 1,085 175.38 0.1158
2019-04-15 2019-03-31 13F Disney Walt Common 254687106 3,551 137 4.01 394 5.35 0.0434
2019-01-10 2018-12-31 13F Disney Walt Common 254687106 3,414 -2 -0.06 374 -6.50 0.0458
2018-11-01 2018-09-30 13F Disney Walt Common 254687106 3,416 35 1.04 400 12.99 0.0417
2018-07-30 2018-06-30 13F Disney Walt Common 254687106 3,381 0 0.00 354 4.12 0.0441
2018-04-23 2018-03-31 13F Disney Walt Common 254687106 3,381 828 32.43 340 24.09 0.0431
2018-02-01 2017-12-31 13F Disney Walt Common 254687106 2,553 50 2.00 274 10.93 0.0425
2017-11-07 2017-09-30 13F Disney Walt Common 254687106 2,503 0 0.00 247 -7.14 0.0413
2017-08-07 2017-06-30 13F Disney Walt Common 254687106 2,503 -48 -1.88 266 -7.96 0.0444
2017-05-01 2017-03-31 13F Disney Walt Common 254687106 2,551 358 16.32 289 26.20 0.0544
2017-02-09 2016-12-31 13F Disney Walt Common 254687106 2,193 -1,508 -40.75 229 -33.43 0.0448
2016-10-28 2016-09-30 13F Disney Walt Common 254687106 3,701 1,408 61.40 344 53.57 0.0684
2016-07-27 2016-06-30 13F Disney Walt Common 254687106 2,293 -874 -27.60 224 -28.66 0.0456
2016-05-05 2016-03-31 13F Disney Walt Common 254687106 3,167 1 0.03 314 -5.71 0.0524
2016-01-21 2015-12-31 13F Disney Walt Common 254687106 3,166 100 3.26 333 6.39 0.0598
2015-10-23 2015-09-30 13F Disney Walt COM 254687106 3,066 438 16.67 313 4.33 0.0605
2015-07-31 2015-06-30 13F Disney Walt Common 254687106 2,628 230 9.59 300 19.05 0.0568
2015-04-29 2015-03-31 13F Disney Walt Common 254687106 2,398 -592 -19.80 252 -10.64 0.0463
2015-01-20 2014-12-31 13F Disney Walt Common 254687106 2,990 -30 -0.99 282 4.83 0.0544
2014-10-29 2014-09-30 13F Disney Walt Common 254687106 3,020 5 0.17 269 3.86 0.0556
2014-07-22 2014-06-30 13F Disney Walt Common 254687106 3,015 0 0.00 259 7.47 0.0536
2014-04-23 2014-03-31 13F Disney Walt COM 254687106 3,015 2 0.07 241 4.78 0.0546
2014-02-07 2013-12-31 13F Disney Walt Common 254687106 3,013 480 18.95 230 41.10 0.0521
2013-10-04 2013-09-30 13F Disney Walt Common 254687106 2,533 600 31.04 163 33.61 0.0401
2013-07-29 2013-06-30 13F Disney Walt Common 254687106 1,933 1,933 122 0.0317
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.