Position in DIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,704,733
-$2,266,070 QoQ
Shares Held
111,068
-2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $30,798,675 across 7 Entertainment names. DIS ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
207,610 | $19,961,701 | |
| 2 | DIS |
Walt Disney Co
This page
|
111,068 | $10,704,733 | |
| 3 | FOXA |
Fox Corp
|
1,640 | $95,776 | |
| 4 | NWSA |
News Corp
|
752 | $18,747 | |
| 5 | WBD |
Warner Bros. Discovery, Inc.
|
343 | $9,418 | |
| 6 | VSNT |
Versant Media Group, Inc.
|
214 | $7,922 | |
| 7 | ROKU |
Roku, Inc
|
4 | $378 |
All Filings in DIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,704,733 | 111,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,970,803 | 114,009 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,071,663 | 114,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,321,435 | 123,550 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $13,936,045 | 141,196 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $17,288,535 | 155,263 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||