Evelyn Partners Investment Management Services Ltd
Position in DIS — Walt Disney Co
CIK 2065205
London, X0
Position in DIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,221,985
-$9,722,615 QoQ
Shares Held
85,308
-45.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 82%
Shared 18%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Mar 31, 2026Evelyn Partners Investment Management Services Ltd holds $11,026,868 across 3 Entertainment names. DIS ranks #1 (74.6% of the industry book) .
All Filings in DIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,221,985 | 85,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,944,600 | 157,727 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,170,992 | 149,965 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,539,478 | 141,436 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $13,863,895 | 140,465 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $14,686,285 | 131,893 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||