Question 1

How many shares of DIS does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 188,349 shares of DIS (WALT DISNEY CO/THE).

Question 2

What is Waverly Advisors, LLC's DIS position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's DIS position is worth $18.1M.

Question 3

Is Waverly Advisors, LLC buying or selling DIS?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their DIS position (+0.0% change in shares).

Question 4

When did Waverly Advisors, LLC first buy DIS?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in DIS in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	188,349	+0.0%	$18.1M	0.1%	$96.25	34
2026-Q1	Decreased	188,333	-5.7%	$18.2M	0.1%	$103.30	0
2025-Q4	Increased	199,722	+85.4%	$22.7M	0.2%	$114.79	53
2025-Q3	Increased	107,747	+7.6%	$12.3M	0.1%	$114.01	36
2025-Q2	Decreased	100,135	-3.3%	$12.4M	0.1%	$121.52	0
2025-Q1	Increased	103,557	+180.2%	$10.2M	0.1%	$97.00	53
2024-Q4	Increased	36,953	+28.2%	$4.1M	0.1%	$109.59	33
2024-Q3	Decreased	28,817	-3.7%	$2.8M	0.1%	$94.54	0