Middleton & Co Inc

SEC CIK: 0000919497
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 9,320
Value: $897.0K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Middleton & Co Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,320	$897.0K	0.1%	−150−1.6%	Reduced	Holders
Q1 2026	9,470	$912.7K	0.1%	−564−5.6%	Reduced	Holders
Q4 2025	10,034	$1.14M	0.1%	−1,475−12.8%	Reduced	Holders
Q3 2025	11,509	$1.32M	0.1%	−691−5.7%	Reduced	Holders
Q2 2025	12,200	$1.51M	0.2%	−2,225−15.4%	Reduced	Holders
Q1 2025	14,425	$1.42M	0.2%	−18,769−56.5%	Reduced	Holders
Q4 2024	33,194	$3.70M	0.4%	−5,032−13.2%	Reduced	Holders
Q3 2024	38,226	$3.68M	0.4%	−672−1.7%	Reduced	Holders
Q2 2024	38,898	$3.86M	0.4%	+334+0.9%	Added	Holders
Q1 2024	38,564	$4.72M	0.5%	−130−0.3%	Reduced	Holders
Q4 2023	38,694	$3.49M	0.4%	−853−2.2%	Reduced	Holders
Q3 2023	39,547	$3.21M	0.4%	+1,513+4.0%	Added	Holders
Q2 2023	38,034	$3.40M	0.5%	+11,935+45.7%	Added	Holders
Q1 2023	26,099	$2.61M	0.4%	+315+1.2%	Added	Holders
Q4 2022	25,784	$2.24M	0.3%	−1,929−7.0%	Reduced	Holders
Q3 2022	27,713	$2.61M	0.4%	−7,664−21.7%	Reduced	Holders
Q2 2022	35,377	$3.34M	0.4%	+150+0.4%	Added	Holders
Q1 2022	35,227	$4.83M	0.5%	+102+0.3%	Added	Holders
Q4 2021	35,125	$5.44M	0.5%	+70+0.2%	Added	Holders
Q3 2021	35,055	$5.93M	0.6%	+180+0.5%	Added	Holders
Q2 2021	34,875	$6.13M	0.7%	+1,968+6.0%	Added	Holders
Q1 2021	32,907	$6.07M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.