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WestEnd Advisors, LLC

Position in DIS — Walt Disney Co

CIK 1351731 CHARLOTTE, NC

Position in DIS

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$3,850
-$1,836 QoQ
Shares Held
40
-32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,892
of 2,924 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

WestEnd Advisors, LLC holds $13,375 across 8 Entertainment names. DIS ranks #2 (28.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DIS
Walt Disney Co
This page
40 $3,850

All Filings in DIS

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,850 40
2026-03-31 $5,686 59
2025-12-31 $6,712 59
2025-09-30 $6,755 59
2025-06-30 $7,440 60
2025-03-31 $3,948 40
2024-12-31 $1,447 13
2024-09-30 $1,346 14
2024-06-30 $1,985 20
2024-03-31 $2,569 21
2023-12-31 $1,805 20
2023-09-30 $1,458 18
2023-06-30 $27,443,957 307,392
2023-03-31 $30,485,679 304,461
2022-12-31 $22,320,514 256,912
2022-09-30 $30,248,235 320,664
2022-06-30 $32,805,321 347,514
2022-03-31 $42,921,067 312,927
2021-12-31 $2,788 18
2021-09-30 $2,706 16
2021-06-30 $2,988 17