The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionKeystone Financial Group
Latest Disclosed Ownership38,553 shares
Latest Disclosed Value $ 3,950,896
Keystone Financial Group reports 10.66% increase in ownership of DIS / The Walt Disney Company

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 38,553 shares of The Walt Disney Company (MX:DIS) valued at $3,950,896 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 34,840 shares of The Walt Disney Company. This represents a change in shares of 10.66% 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)
2026-05-13 2026-03-31 13F DISNEY WALT Equtities 254687106 38,553 3,713 10.66 3,951 -0.33 0.2658
2026-02-06 2025-12-31 13F WALT DISNEY Equities 254687106 34,840 -517 -1.46 3,964 2.75 0.2932
2025-11-17 2025-09-30 13F/A-1 DISNEY WALT Common Stock 254687106 35,357 3,055 9.46 3,857 3.27 0.2947
2025-11-14 2025-09-30 13F WALT DISNEY Common Stock 254687106 32,302 0 3,736 0.2970
2025-08-13 2025-06-30 13F WALT DISNEY Common Stock 254687106 32,302 1,330 4.29 3,736 12.47 0.3370
2025-05-13 2025-03-31 13F DISNEY WALT Equity 254687106 30,972 1,157 3.88 3,321 1.37 0.3376
2025-02-13 2024-12-31 13F DISNEY WALT Common Stock 254687106 29,815 20,130 207.85 3,277 251.88 0.3222
2025-02-19 2024-09-30 13F/A-3 WALT DISNEY Common Stock 254687106 9,685 -10 -0.10 932 -3.22 0.1192
2025-02-18 2024-09-30 13F/A-2 WALT DISNEY Common Stock 254687106 9,068 -627 930 0.1211
2024-11-12 2024-09-30 13F WALT DISNEY Common Stock 254687106 9,685 -10 932 0.3076
2024-07-31 2024-06-30 13F WALT DISNEY Common Stock 254687106 9,695 1,482 18.04 963 -4.18 0.3448
2024-05-08 2024-03-31 13F WALT DISNEY Common Stock 254687106 8,213 -301 -3.54 1,005 30.73 0.1464
2024-02-14 2023-12-31 13F/A-1 WALT DISNEY Common Stock 254687106 8,514 -3,540 -29.37 769 -21.31 0.1336
2024-02-09 2023-12-31 13F WALT DISNEY Common Stock 254687106 8,514 -3,540 769 0.1336
2023-11-06 2023-09-30 13F WALT DISNEY Common Stock 254687106 12,054 -4,478 -27.09 977 -33.88 0.1636
2023-08-07 2023-06-30 13F WALT DISNEY Common Stock 254687106 16,532 -44 -0.27 1,476 2.50 0.2510
2023-02-07 2022-12-31 13F WALT DISNEY Common Stock 254687106 16,576 -1,102 -6.23 1,440 -13.67 0.2843
2022-11-10 2022-09-30 13F WALT DISNEY Common Stock 254687106 17,678 1,272 7.75 1,668 7.68 0.3382
2022-08-05 2022-06-30 13F WALT DISNEY Common Stock 254687106 16,406 33 0.20 1,549 -31.03 0.3070
2022-05-13 2022-03-31 13F WALT DISNEY Common Stock 254687106 16,373 1,291 8.56 2,246 -3.85 0.3814
2022-02-11 2021-12-31 13F WALT DISNEY Common Stock 254687106 15,082 -997 -6.20 2,336 -14.12 0.3832
2021-11-12 2021-09-30 13F WALT DISNEY Common Stock 254687106 16,079 -1,220 -7.05 2,720 -10.56 0.4921
2021-08-13 2021-06-30 13F WALT DISNEY Common Stock 254687106 17,299 80 0.46 3,041 -4.28 0.5508
2021-05-11 2021-03-31 13F WALT DISNEY Common Stock 254687106 17,219 150 0.88 3,177 2.72 0.6189
2021-02-10 2020-12-31 13F WALT DISNEY Common Stock 254687106 17,069 4,087 31.48 3,093 91.99 0.6431
2020-11-13 2020-09-30 13F WALT DISNEY Common Stock 254687106 12,982 528 4.24 1,611 15.98 0.3955
2020-08-13 2020-06-30 13F WALT DISNEY Common Stock 254687106 12,454 166 1.35 1,389 17.02 0.3775
2020-05-05 2020-03-31 13F/A-1 WALT DISNEY Common Stock 254687106 12,288 1,653 15.54 1,187 -22.82 0.3934
2020-05-05 2020-03-31 13F WALT DISNEY Common Stock 254687106 10,635 0 1,538 413,187.6162
2020-02-06 2019-12-31 13F WALT DISNEY Common Stock 254687106 10,635 204 1.96 1,538 13.17 0.4132
2019-11-07 2019-09-30 13F WALT DISNEY Common Stock 254687106 10,431 -978 -8.57 1,359 -14.69 0.4180
2019-08-07 2019-06-30 13F WALT DISNEY Common Stock 254687106 11,409 -574 -4.79 1,593 19.77 0.5182
2019-05-07 2019-03-31 13F WALT DISNEY Common Stock 254687106 11,983 3,408 39.74 1,330 41.49 0.4730
2019-02-11 2018-12-31 13F WALT DISNEY Common Stock 254687106 8,575 724 9.22 940 2.96 0.4248
2018-11-06 2018-09-30 13F WALT DISNEY Common Stock 254687106 7,851 444 5.99 913 17.05 0.3737
2018-08-14 2018-06-30 13F WALT DISNEY Common Stock 254687106 7,407 538 7.83 780 15.04 0.4350
2018-05-15 2018-03-31 13F WALT DISNEY Common Stock 254687106 6,869 1,517 28.34 678 15.11 0.3766
2018-02-09 2017-12-31 13F WALT DISNEY Common Stock 254687106 5,352 5,352 589 0.3661
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.