The Walt Disney Company
CL ˙ SNSE ˙ BE0974349814
SecurityCL:DIS / The Walt Disney Company
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership1,555 shares
Latest Disclosed Value $ 149,871
Atwood & Palmer Inc reports 2.03% increase in ownership of DIS / The Walt Disney Company

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 1,555 shares of The Walt Disney Company (CL:DIS) valued at $149,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,524 shares of The Walt Disney Company. This represents a change in shares of 2.03% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F DISNEY WALT COM 254687106 1,555 31 2.03 150 -13.87 0.0085
2026-01-28 2025-12-31 13F DISNEY WALT COM 254687106 1,524 0 0.00 173 -0.57 0.0099
2025-10-15 2025-09-30 13F DISNEY WALT COM 254687106 1,524 0 0.00 175 -7.94 0.0103
2025-07-08 2025-06-30 13F DISNEY WALT COM 254687106 1,524 -146 -8.74 189 15.24 0.0118
2025-04-15 2025-03-31 13F DISNEY WALT COM 254687106 1,670 96 6.10 165 -6.29 0.0114
2025-01-16 2024-12-31 13F DISNEY WALT COM 254687106 1,574 0 0.00 175 15.89 0.0120
2024-10-07 2024-09-30 13F DISNEY WALT COM 254687106 1,574 -32 -1.99 151 -5.03 0.0103
2024-07-10 2024-06-30 13F DISNEY WALT COM 254687106 1,606 0 0.00 159 -18.88 0.0121
2024-04-10 2024-03-31 13F DISNEY WALT COM 254687106 1,606 0 0.00 197 35.17 0.0149
2024-01-12 2023-12-31 13F DISNEY WALT COM 254687106 1,606 -757 -32.04 145 -24.08 0.0117
2023-10-20 2023-09-30 13F DISNEY WALT COM 254687106 2,363 0 0.00 192 -9.05 0.0168
2023-07-18 2023-06-30 13F DISNEY WALT COM 254687106 2,363 73 3.19 211 -8.30 0.0189
2023-04-21 2023-03-31 13F DISNEY WALT COM 254687106 2,290 -1,000 -30.40 229 -19.65 0.0216
2023-01-31 2022-12-31 13F DISNEY WALT COM 254687106 3,290 1,000 43.67 286 31.94 0.0258
2022-10-12 2022-09-30 13F DISNEY WALT COM 254687106 2,290 -157 -6.42 216 -6.49 0.0214
2022-07-21 2022-06-30 13F DISNEY WALT COM 254687106 2,447 -441 -15.27 231 -41.67 0.0225
2022-04-29 2022-03-31 13F DISNEY WALT COM 254687106 2,888 -113 -3.77 396 -14.84 0.0342
2022-01-24 2021-12-31 13F DISNEY WALT COM 254687106 3,001 61 2.07 465 -6.44 0.0389
2021-10-29 2021-09-30 13F/A-1 DISNEY WALT COM 254687106 2,940 84 2.94 497 -1.00 0.0444
2021-10-19 2021-09-30 13F DISNEY WALT COM 254687106 2,940 84 497 0.0444
2021-07-26 2021-06-30 13F DISNEY WALT COM 254687106 2,856 99 3.59 502 -1.38 0.0451
2021-04-26 2021-03-31 13F DISNEY WALT COM 254687106 2,757 104 3.92 509 5.82 0.0490
2021-02-04 2020-12-31 13F DISNEY WALT COM 254687106 2,653 270 11.33 481 62.50 0.0516
2020-10-28 2020-09-30 13F DISNEY WALT COM 254687106 2,383 311 15.01 296 28.14 0.0373
2020-07-24 2020-06-30 13F DISNEY WALT COM 254687106 2,072 0 0.00 231 15.50 0.0312
2020-04-20 2020-03-31 13F DISNEY WALT COM 254687106 2,072 700 51.02 200 1.01 0.0314
2020-02-05 2019-12-31 13F DISNEY WALT COM 254687106 1,372 0 0.00 198 10.61 0.0255
2019-10-21 2019-09-30 13F DISNEY WALT COM 254687106 1,372 -570 -29.35 179 -33.95 0.0241
2019-07-17 2019-06-30 13F DISNEY WALT COM 254687106 1,942 0 0.00 271 25.46 0.0366
2019-04-23 2019-03-31 13F DISNEY WALT COM 254687106 1,942 0 0.00 216 1.41 0.0306
2019-02-01 2018-12-31 13F DISNEY WALT COM 254687106 1,942 137 7.59 213 0.95 0.0338
2018-10-29 2018-09-30 13F DISNEY WALT COM 254687106 1,805 -14 -0.77 211 10.47 0.0275
2018-07-19 2018-06-30 13F DISNEY WALT COM 254687106 1,819 19 1.06 191 5.52 0.0262
2018-04-30 2018-03-31 13F DISNEY WALT COM 254687106 1,800 0 0.00 181 -6.70 0.0258
2018-02-08 2017-12-31 13F DISNEY WALT COM 254687106 1,800 0 0.00 194 9.60 0.0272
2017-10-16 2017-09-30 13F DISNEY WALT COM 254687106 1,800 -187 -9.41 177 -16.11 0.0256
2017-08-08 2017-06-30 13F DISNEY WALT COM DISNEY 254687106 1,987 25 1.27 211 -4.95 0.0331
2017-04-28 2017-03-31 13F DISNEY WALT COM 254687106 1,962 -452 -18.72 222 -11.90 0.0355
2017-02-06 2016-12-31 13F DISNEY WALT COM 254687106 2,414 0 0.00 252 12.50 0.0453
2016-11-08 2016-09-30 13F DISNEY WALT COM 254687106 2,414 135 5.92 224 0.45 0.0407
2016-07-21 2016-06-30 13F DISNEY WALT COM 254687106 2,279 0 0.00 223 -1.33 0.0403
2016-04-28 2016-03-31 13F DISNEY WALT COM 254687106 2,279 -368 -13.90 226 -18.71 0.0402
2016-01-28 2015-12-31 13F DISNEY WALT COM 254687106 2,647 0 0.00 278 2.58 0.0528
2015-11-12 2015-09-30 13F DISNEY WALT COM 254687106 2,647 150 6.01 271 -4.91 0.0529
2015-07-31 2015-06-30 13F DISNEY WALT COM 254687106 2,497 705 39.34 285 51.60 0.0512
2015-05-05 2015-03-31 13F DISNEY WALT COM 254687106 1,792 0 0.00 188 11.24 0.0336
2015-02-17 2014-12-31 13F DISNEY WALT COM 254687106 1,792 -173 -8.80 169 -3.43 0.0315
2014-12-02 2014-09-30 13F/A-1 DISNEY WALT COM 254687106 1,965 1,217 162.70 175 173.44 0.0331
2014-11-12 2014-09-30 13F DISNEY WALT COM 254687106 1,965 1,217 175 0.0321
2014-08-11 2014-06-30 13F DISNEY WALT COM 254687106 748 748 64 0.0171
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.