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Keystone Financial Group

Position in DIS — Walt Disney Co

CIK 1729299 LEXINGTON, KY

Position in DIS

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$3,930,753
+$215,016 QoQ
Shares Held
40,839
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#780
of 2,924 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

Keystone Financial Group holds $6,865,890 across 3 Entertainment names. DIS ranks #1 (57.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
40,839 $3,930,753

All Filings in DIS

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,930,753 40,839
2026-03-31 $3,715,737 38,553
2025-12-31 $3,963,746 34,840
2025-09-30 $4,048,376 35,357
2025-06-30 $4,005,771 32,302
2025-03-31 $3,056,935 30,972
2024-12-31 $3,319,899 29,815
2024-06-30 $962,616 9,695
2024-03-31 $1,004,942 8,213
2023-09-30 $976,976 12,054
2023-06-30 $1,475,976 16,532
2022-12-31 $1,440,122 16,576
2022-09-30 $1,667,565 17,678
2022-06-30 $1,548,726 16,406
2022-03-31 $2,245,720 16,373
2021-12-31 $2,336,050 15,082
2021-09-30 $2,720,084 16,079
2021-06-30 $3,040,645 17,299
2021-03-31 $3,177,249 17,219
2020-12-31 $3,092,561 17,069
2020-09-30 $1,610,806 12,982
2020-06-30 $1,388,745 12,454
2020-03-31 $1,187,020 12,288