John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  The Walt Disney Co. (DIS)
← All DIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 266,866 0.01 Reduce 1.28% <0.01 $92.19–116.03 · VW $101.53i $25,720,545 SEC
2025   Q4 270,339 0.02 Reduce 6.17% <0.01 $101.89–117.09 · VW $110.92i $30,756,468 SEC
2025   Q3 288,127 0.02 Reduce 1.36% <0.01 $111.52–124.61 · VW $116.88i $32,990,542 SEC
2025   Q2 292,103 0.02 Reduce 1.44% <0.01 $80.10–124.69 · VW $109.60i $36,223,693 SEC
2025   Q1 296,378 0.02 Reduce 1.74% <0.01 $95.70–118.59 · VW $104.33i $29,252,509 SEC
2024   Q4 301,612 0.02 Reduce 0.84% <0.01 $91.46–118.63 · VW $107.15i $33,584,496 SEC
2024   Q3 304,181 0.02 Reduce 0.55% <0.01 $83.91–99.74 · VW $93.28i $29,259,170 SEC
2024   Q2 305,856 0.02 Reduce 1.62% <0.01 $98.38–123.69 · VW $107.12i $30,368,442 SEC
2024   Q1 310,878 0.02 Reduce 2.16% <0.01 $88.69–123.74 · VW $111.60i $38,039,032 SEC
2023   Q4 317,734 0.02 Reduce 6.11% <0.01 $78.73–96.51 · VW $88.51i $28,688,203 SEC
2023   Q3 338,428 0.02 Reduce 7.22% <0.01 $79.22–92.53 · VW $84.27i $27,429,589 SEC
2023   Q2 364,763 0.02 Reduce 2.99% <0.01 $87.01–103.91 · VW $93.40i $32,566,041 SEC
2023   Q1 376,014 0.03 Reduce 4.99% <0.01 $87.83–118.18 · VW $102.05i $37,650,282 SEC
2022   Q4 395,756 0.02 Reduce 6.02% <0.01 $84.07–108.84 · VW $93.26i $34,383,281 SEC
2022   Q3 421,121 0.03 Reduce 1.75% <0.01 $90.23–126.48 · VW $103.68i $39,724,000 SEC
2022   Q2 428,641 0.03 Reduce 1.19% <0.01 $92.01–139.26 · VW $108.56i $40,464,000 SEC
2022   Q1 433,796 0.04 Reduce 2.88% <0.01 $128.38–160.32 · VW $141.95i $59,499,000 SEC
2021   Q4 446,654 0.04 Reduce 2.22% <0.01 $142.04–179.63 · VW $158.85i $69,182,000 SEC
2021   Q3 456,792 0.05 Reduce 1.94% <0.01 $169.03–187.58 · VW $175.26i $77,276,000 SEC
2021   Q2 465,837 0.05 Reduce 3.59% <0.01 $167.10–191.67 · VW $178.18i $81,880,000 SEC
2021   Q1 483,176 0.06 Reduce 4.41% <0.01 $160.52–203.02 · VW $182.69i $89,156,000 SEC
2020   Q4 505,449 0.07 Reduce 10.30% <0.01 $117.23–183.40 · VW $160.60i $91,577,000 SEC
2020   Q3 563,516 0.06 Reduce 5.29% <0.01 $112.00–137.24 · VW $124.44i $69,921,000 SEC
2020   Q2 594,976 0.06 Reduce 6.35% <0.01 $92.56–127.82 · VW $110.63i $66,346,000 SEC
2020   Q1 635,291 0.07 Reduce 7.85% <0.01 $79.07–148.20 · VW $107.96i $61,369,000 SEC
2019   Q4 689,388 0.08 Reduce 4.26% <0.01 $127.54–153.41 · VW $141.86i $99,706,000 SEC
2019   Q3 720,036 0.08 Reduce 3.90% <0.01 $128.92–147.15 · VW $135.46i $93,835,000 SEC
2019   Q2 749,273 0.08 Reduce 31.49% 0.03 $111.38–143.51 · VW $131.51i $104,628,000 SEC
2019   Q1 1,093,598 0.10 Add 1817.48% 0.09 $105.94–115.80 · VW $110.92i $121,422,000 SEC
2018   Q4 57,033 0.01 Reduce 1.08% <0.01 $100.35–120.20 · VW $110.07i $6,254,000 SEC
2018   Q3 57,656 0.01 Add 5.10% <0.01 $103.50–117.90 · VW $112.78i $6,742,000 SEC
2018   Q2 54,856 <0.01 $104.80 $5,749,000 SEC
2018   Q1 54,856 <0.01 Reduce 1.97% <0.01 $98.15–113.19 · VW $103.93i $5,510,000 SEC
2017   Q4 55,956 <0.01 Reduce 0.36% $96.80–112.67 · VW $105.66i $6,016,000 SEC
2017   Q3 56,156 <0.01 $98.56 $5,535,000 SEC
2017   Q2 56,156 0.01 $106.26 $5,967,000 SEC
2017   Q1 56,156 0.01 Reduce 9.07% <0.01 $105.21–113.71 · VW $110.77i $6,368,000 SEC
2016   Q4 61,756 0.01 Reduce 7.77% <0.01 $90.32–106.26 · VW $100.27i $6,436,000 SEC
2016   Q3 66,956 0.01 Reduce 1.03% <0.01 $91.19–100.80 · VW $94.95i $6,218,000 SEC
2016   Q2 67,656 0.01 Add 3.05% <0.01 $94.00–106.75 · VW $99.52i $6,618,000 SEC
2016   Q1 65,656 0.01 Reduce 0.70% <0.01 $86.25–103.43 · VW $96.33i $6,520,000 SEC
2015   Q4 66,121 0.01 Reduce 0.51% <0.01 $99.88–120.65 · VW $108.54i $6,948,000 SEC
2015   Q3 66,457 0.01 $102.20 $6,792,000 SEC
2015   Q2 66,457 0.01 Reduce 0.02% $104.25–115.28 · VW $111.22i $7,585,000 SEC
2015   Q1 66,469 0.01 Reduce 2.04% <0.01 $90.06–108.94 · VW $101.30i $6,972,000 SEC
2014   Q4 67,854 0.01 $94.19 $6,391,000 SEC
2014   Q3 67,854 0.01 Add 7.15% <0.01 $84.87–91.20 · VW $88.37i $6,041,000 SEC
2014   Q2 63,324 0.01 Reduce 0.70% <0.01 $76.31–86.07 · VW $82.71i $5,429,000 SEC
2014   Q1 63,770 0.01 Reduce 23.97% <0.01 $69.85–83.65 · VW $77.86i $5,106,000 SEC
2013   Q4 83,870 0.01 Reduce 0.82% <0.01 $63.10–76.54 · VW $72.01i $6,408,000 SEC
2013   Q3 84,565 0.01 Reduce 0.70% <0.01 $60.41–67.65 · VW $64.18i $5,454,000 SEC
2013   Q2 85,165 0.01 Buy 0.01 $56.15–67.89 · VW $62.40i $5,378,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $50.18–57.82 · VW $54.93i SEC
2012   Q4 105,765 <0.01 Reduce 27.59% <0.01 $46.53–53.15 · VW $49.82i $5,266,000 SEC
2012   Q3 146,060 0.01 $52.28 $7,636,000 SEC
2012   Q2 146,060 0.03 Reduce 29.19% 0.01 $40.88–48.95 · VW $46.11i $7,084,000 SEC
2012   Q1 206,260 0.04 $43.78 $9,030,000 SEC
2011   Q4 206,260 0.04 $37.50 $7,735,000 SEC
2011   Q3 206,260 <0.01 $30.16 $6,221,000 SEC
2011   Q2 206,260 <0.01 Reduce 0.10% $37.19–44.13 · VW $40.12i $8,052,000 SEC
2011   Q1 206,460 0.01 Reduce 22.64% <0.01 $37.62–44.34 · VW $41.68i $8,896,000 SEC
2010   Q4 266,865 0.01 Add 0.05% $33.08–38.00 · VW $36.20i $10,010,000 SEC
2010   Q3 266,741 0.01 Reduce 33.42% <0.01 $30.72–35.41 · VW $33.08i $8,832,000 SEC
2010   Q2 400,642 0.02 Add 1127.42% 0.02 $31.00–37.98 · VW $33.49i $12,620,000 SEC
2010   Q1 32,641 <0.01 $34.89 $1,139,000 SEC
2009   Q4 32,641 <0.01 Reduce 21.61% <0.01 $26.84–32.75 · VW $30.61i $1,053,000 SEC
2009   Q3 41,641 <0.01 $27.45 $1,143,000 SEC
2009   Q2 41,641 <0.01 Reduce 1.42% $17.84–26.29 · VW $22.49i $971,000 SEC
2009   Q1 42,241 <0.01 $18.16 $767,000 SEC
2008   Q4 42,241 <0.01 Reduce 14.56% <0.01 $18.60–31.06 · VW $24.12i $958,000 SEC
2008   Q3 49,441 <0.01 Reduce 5.99% <0.01 $28.55–34.85 · VW $31.36i $1,517,000 SEC
2008   Q2 52,591 <0.01 Reduce 5.14% <0.01 $29.57–35.02 · VW $31.93i $1,641,000 SEC
2008   Q1 55,441 <0.01 Reduce 17.43% <0.01 $26.30–33.23 · VW $30.30i $1,740,000 SEC
2007   Q4 67,141 <0.01 Add 0.60% $30.68–35.69 · VW $32.88i $2,167,000 SEC
2007   Q3 66,741 <0.01 Reduce 5.59% <0.01 $31.25–35.38 · VW $33.67i $2,295,000 SEC
2007   Q2 70,695 <0.01 Reduce 12.71% <0.01 $33.00–36.29 · VW $34.48i $2,414,000 SEC
2007   Q1 80,988 <0.01 Add 311.94% <0.01 $32.21–35.60 · VW $33.93i $2,751,000 SEC
2006   Q4 19,660 <0.01 $33.83 $665,000 SEC
2006   Q3 19,660 <0.01 Reduce 16.02% <0.01 $27.77–31.04 · VW $29.77i $599,000 SEC
2006   Q2 23,411 <0.01 Reduce 34.57% <0.01 $26.39–30.61 · VW $28.86i $693,000 SEC
2006   Q1 35,778 <0.01 Add 52.17% <0.01 $23.45–28.46 · VW $26.47i $984,000 SEC
2005   Q4 23,512 <0.01 Reduce 15.26% <0.01 $22.58–25.84 · VW $24.02i $556,000 SEC
2005   Q3 27,746 <0.01 $23.78 $660,000 SEC
2005   Q2 27,746 <0.01 Add 3.83% $24.78–28.61 · VW $26.08i $689,000 SEC
2005   Q1 26,722 <0.01 Reduce 4.04% $26.68–29.59 · VW $28.20i $757,000 SEC
2004   Q4 27,847 <0.01 Add 8.28% <0.01 $22.21–27.65 · VW $25.76i $764,000 SEC
2004   Q3 25,718 <0.01 $22.25 $572,000 SEC
2004   Q2 25,718 <0.01 Reduce 1.13% $21.10–26.29 · VW $24.18i $647,000 SEC
2004   Q1 26,012 <0.01 Add 1.14% $22.59–28.03 · VW $25.09i $641,000 SEC
2003   Q4 25,718 <0.01 $23.02 $592,000 SEC
2003   Q3 25,718 <0.01 $19.91 $512,000 SEC
2003   Q2 25,718 <0.01 $19.48 $501,000 SEC
2003   Q1 25,718 <0.01 $16.80 $432,000 SEC
2002   Q4 25,718 <0.01 Reduce 17.82% <0.01 $13.71–19.97 · VW $16.59i $414,000 SEC
2002   Q3 31,293 <0.01 Reduce 13.50% <0.01 $13.30–19.73 · VW $15.99i $467,000 SEC
2002   Q2 36,178 <0.01 Reduce 32.88% <0.01 $18.20–24.83 · VW $20.56i $675,000 SEC
2002   Q1 53,899 <0.01 Add 89.00% <0.01 $19.75–24.66 · VW $22.39i $1,227,000 SEC
2001   Q4 28,518 <0.01 $20.44 $583,000 SEC
2001   Q3 28,518 <0.01 Add 0.58% $15.29–28.63 · VW $20.76i $524,000 SEC
2001   Q2 28,354 <0.01 $28.50 $808,000 SEC
2001   Q1 28,354 <0.01 $28.21 $800,000 SEC
2000   Q4 28,354 <0.01 Reduce 6.04% <0.01 $25.65–41.37 · VW $31.86i $809,000 SEC
2000   Q3 30,178 <0.01 $37.74 $1,139,000 SEC
2000   Q2 30,178 <0.01 Reduce 7.46% <0.01 $36.56–43.28 · VW $39.38i $1,155,000 SEC
2000   Q1 32,611 <0.01 $40.69 $1,327,000 SEC
1999   Q4 32,611 <0.01 Add 8.79% <0.01 $23.06–29.59 · VW $27.17i $941,000 SEC
1999   Q3 29,976 <0.01 $25.62 $768,000 SEC
1999   Q2 29,976 <0.01 Reduce 2.95% <0.01 $28.12–35.51 · VW $31.34i $911,000 SEC
1999   Q1 30,888 <0.01 $30.69 $948,000 SEC
Price snapshot:
Current price$96.00
Avg. buy price$108.80
+/- since buy-11.77%
52-week low$91.49
52-week high$121.64