The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership17,027 shares
Latest Disclosed Value $ 1,641,015
Winch Advisory Services, LLC reports 0.48% increase in ownership of DIS / The Walt Disney Company

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 17,027 shares of The Walt Disney Company (MX:DIS) valued at $1,641,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 16,945 shares of The Walt Disney Company. This represents a change in shares of 0.48% 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)
2026-04-30 2026-03-31 13F WALT DISNEY COM 254687106 17,027 82 0.48 1,641 -14.84 0.3746
2026-02-03 2025-12-31 13F WALT DISNEY COM 254687106 16,945 -784 -4.42 1,928 -5.03 0.4264
2025-11-12 2025-09-30 13F WALT DISNEY COM 254687106 17,729 -76 -0.43 2,030 -8.11 0.4568
2025-08-07 2025-06-30 13F WALT DISNEY COM 254687106 17,805 -586 -3.19 2,208 21.65 0.5391
2025-05-06 2025-03-31 13F WALT DISNEY COM 254687106 18,391 -98 -0.53 1,815 -11.81 0.4799
2025-01-14 2024-12-31 13F WALT DISNEY COM 254687106 18,489 325 1.79 2,059 17.80 0.5354
2024-10-21 2024-09-30 13F WALT DISNEY COM 254687106 18,164 -165 -0.90 1,747 -3.96 0.4832
2024-07-31 2024-06-30 13F WALT DISNEY COM 254687106 18,329 155 0.85 1,820 -18.17 0.5205
2024-05-14 2024-03-31 13F WALT DISNEY COM 254687106 18,174 31 0.17 2,224 35.71 0.6793
2024-01-18 2023-12-31 13F WALT DISNEY COM 254687106 18,143 275 1.54 1,638 163,700.00 0.5433
2023-11-06 2023-09-30 13F WALT DISNEY COM 254687106 17,868 -365 -2.00 1 0.00 0.5312
2023-08-08 2023-06-30 13F WALT DISNEY COM 254687106 18,233 -424 -2.27 2 0.00 0.5847
2023-05-10 2023-03-31 13F WALT DISNEY COM 254687106 18,657 -1,769 -8.66 2 0.00 0.7248
2023-01-26 2022-12-31 13F WALT DISNEY COM 254687106 20,426 -2,053 -9.13 2 -99.95 0.7572
2022-10-31 2022-09-30 13F WALT DISNEY COM 254687106 22,479 -484 -2.11 2,120 -2.21 0.9106
2022-08-12 2022-06-30 13F WALT DISNEY COM 254687106 22,963 -691 -2.92 2,168 -33.17 0.8847
2022-04-26 2022-03-31 13F WALT DISNEY COMPANY (THE) COM COM 254687106 23,654 -792 -3.24 3,244 -14.32 1.1279
2022-02-04 2021-12-31 13F WALT DISNEY COMPANY (THE) COM COM 254687106 24,446 -379 -1.53 3,786 -9.86 1.2518
2021-11-10 2021-09-30 13F WALT DISNEY COMPANY (THE) COM COM 254687106 24,825 52 0.21 4,200 -3.54 1.4640
2021-08-05 2021-06-30 13F WALT DISNEY COMPANY (THE) COM COM 254687106 24,773 388 1.59 4,354 -3.22 1.5659
2021-05-03 2021-03-31 13F WALT DISNEY COMPANY (THE) COM COM 254687106 24,385 525 2.20 4,499 4.07 1.8031
2021-02-09 2020-12-31 13F WALT DISNEY COMPANY (THE) COM COM 254687106 23,860 223 0.94 4,323 47.39 1.7963
2020-11-04 2020-09-30 13F WALT DISNEY COMPANY (THE) COM COM 254687106 23,637 151 0.64 2,933 11.99 1.2417
2020-08-12 2020-06-30 13F WALT DISNEY COMPANY (THE) COM COM 254687106 23,486 11,784 100.70 2,619 131.77 1.2450
2020-05-13 2020-03-31 13F WALT DISNEY COMPANY (THE) COM COM 254687106 11,702 413 3.66 1,130 -30.80 0.5619
2020-02-12 2019-12-31 13F WALT DISNEY COMPANY (THE) COM COM 254687106 11,289 3,741 49.56 1,633 65.96 0.7746
2019-11-13 2019-09-30 13F WALT DISNEY COMPANY (THE) COM COM 254687106 7,548 5,604 288.27 984 263.10 0.5124
2019-08-07 2019-06-30 13F WALT DISNEY COMPANY (THE) COM COM 254687106 1,944 339 21.12 271 52.25 0.1412
2019-05-13 2019-03-31 13F WALT DISNEY COMPANY (THE) COM COM 254687106 1,605 1,014 171.57 178 173.85 0.0984
2019-02-05 2018-12-31 13F WALT DISNEY CO COM COM 254687106 591 182 44.50 65 35.42 0.0362
2018-11-13 2018-09-30 13F WALT DISNEY CO COM COM 254687106 409 35 9.36 48 23.08 0.0241
2018-08-13 2018-06-30 13F WALT DISNEY CO COM COM 254687106 374 0 0.00 39 2.63 0.0210
2018-05-11 2018-03-31 13F WALT DISNEY CO COM COM 254687106 374 2 0.54 38 -5.00 0.0223
2018-02-13 2017-12-31 13F WALT DISNEY CO COM COM 254687106 372 50 15.53 40 25.00 0.0241
2017-11-13 2017-09-30 13F WALT DISNEY CO COM COM 254687106 322 -260 -44.67 32 -48.39 0.0208
2017-08-07 2017-06-30 13F Walt Disney COM 254687106 582 30 5.43 62 -1.59 0.0390
2017-05-01 2017-03-31 13F WALT DISNEY CO COM COM 254687106 552 -873 -61.26 63 -57.72 0.0400
2017-01-19 2016-12-31 13F WALT DISNEY CO COM COM 254687106 1,425 -37,583 -96.35 149 -95.89 0.1025
2016-11-02 2016-09-30 13F WALT DISNEY CO COM COM 254687106 39,008 -7,076 -15.35 3,622 -19.65 2.9528
2016-08-10 2016-06-30 13F WALT DISNEY CO COM COM 254687106 46,084 -1,452 -3.05 4,508 -4.51 5.4671
2016-05-12 2016-03-31 13F WALT DISNEY CO COM COM 254687106 47,536 -54,711 -53.51 4,721 -56.06 7.6157
2016-01-22 2015-12-31 13F WALT DISNEY CO COM COM 254687106 102,247 -1,787 -1.72 10,744 1.05 12.1802
2015-11-13 2015-09-30 13F WALT DISNEY CO COM COM 254687106 104,034 9,661 10.24 10,632 -1.30 15.5380
2015-08-11 2015-06-30 13F WALT DISNEY CO COM COM 254687106 94,373 -8,160 -7.96 10,772 0.16 5.8875
2015-05-14 2015-03-31 13F WALT DISNEY CO COM COM 254687106 102,533 8,312 8.82 10,755 21.18 6.2644
2015-02-11 2014-12-31 13F WALT DISNEY CO COM COM 254687106 94,221 -1,306 -1.37 8,875 4.35 4.8324
2014-11-14 2014-09-30 13F Walt Disney COM 254687106 95,527 61,564 181.27 8,505 192.07 5.4543
2014-08-15 2014-06-30 13F Walt Disney COM 254687106 33,963 3,581 11.79 2,912 19.69 1.7088
2014-05-14 2014-03-31 13F Walt Disney COM 254687106 30,382 30,382 2,433 1.5407
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.