LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in DIS — Walt Disney Co
CIK 932974
BOSTON, MA
Position in DIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,670,301
+$8,922 QoQ
Shares Held
38,133
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#807
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $6,367,082 across 6 Entertainment names. DIS ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
38,133 | $3,670,301 | |
| 2 | NFLX |
Netflix Inc
|
35,730 | $2,551,122 | |
| 3 | SIRI |
Sirius Xm Holdings Inc.
|
2,130 | $62,920 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
1,907 | $50,840 | |
| 5 | TKO |
TKO Group Holdings, Inc.
|
120 | $24,157 | |
| 6 | VSNT |
Versant Media Group, Inc.
|
215 | $7,742 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,670,301 | 38,133 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,661,379 | 37,989 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,211,803 | 45,810 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,521,648 | 48,224 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,156,831 | 41,584 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,155,566 | 42,103 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,963,648 | 44,577 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,539,494 | 47,193 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,200,660 | 62,450 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,304,032 | 100,556 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,852,715 | 109,123 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,071,034 | 111,919 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $21,209,088 | 237,557 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $32,351,502 | 323,095 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $32,471,400 | 373,750 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $56,363,023 | 597,509 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $72,440,766 | 767,381 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $113,295,668 | 826,011 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $126,883,873 | 819,187 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $136,930,765 | 809,427 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $142,744,749 | 812,111 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $149,022,042 | 807,620 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $145,388,795 | 802,455 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $97,405,529 | 785,022 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $89,100,725 | 799,038 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $92,403,889 | 956,562 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||