Sarah Ketterer's DIS Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 595,915 shares of The Walt Disney Company (DIS) worth $68.23 M, representing 0.90% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Sarah Ketterer has maintained a long-term strategic position in DIS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 252,680 shares. Largest reduction occurred in Q2 2025, reducing 330,175 shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer's The Walt Disney Company (DIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Walt Disney Company (DIS) Trades by Sarah Ketterer
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +292,501 | Add 0.00% | 292,500 | $67.18 |
| Q3 2013 | +57,900 | Add 19.79% | 350,400 | $66.71 |
| Q4 2013 | +30,400 | Add 8.68% | 380,800 | $79.77 |
| Q1 2014 | +61,100 | Add 16.05% | 441,900 | $84.24 |
| Q2 2014 | +73,200 | Add 16.56% | 515,100 | $89.00 |
| Q3 2014 | -22,700 | Reduce 4.41% | 492,400 | $97.07 |
| Q4 2014 | +55,330 | Add 11.24% | 547,730 | $106.01 |
| Q1 2015 | -68,656 | Reduce 12.53% | 479,074 | $139.94 |
| Q2 2015 | +40,641 | Add 8.48% | 519,715 | $133.80 |
| Q3 2015 | -519,715 | Sold Out | 519,715 | $0.00 |
| Q1 2020 | +430,162 | New Buy | 430,162 | $96.60 |
| Q2 2020 | +32,586 | Add 7.58% | 462,748 | $111.51 |
| Q3 2020 | +196,846 | Add 42.54% | 659,594 | $124.08 |
| Q4 2020 | -111,253 | Reduce 16.87% | 548,341 | $181.18 |
| Q1 2021 | +19,815 | Add 3.61% | 568,156 | $184.52 |
| Q2 2021 | -27,528 | Reduce 4.85% | 540,628 | $175.77 |
| Q3 2021 | -79,384 | Reduce 14.68% | 461,244 | $169.17 |
| Q4 2021 | +164,963 | Add 35.76% | 626,207 | $154.89 |
| Q1 2022 | +28,526 | Add 4.56% | 654,733 | $137.16 |
| Q2 2022 | +69,807 | Add 10.66% | 724,540 | $94.40 |
| Q3 2022 | -89,718 | Reduce 12.38% | 634,822 | $94.33 |
| Q4 2022 | +154,105 | Add 24.28% | 788,927 | $86.88 |
| Q1 2023 | +132 | Add 0.02% | 789,059 | $100.13 |
| Q2 2023 | +46,803 | Add 5.93% | 835,862 | $89.28 |
| Q3 2023 | +252,680 | Add 30.23% | 1.09 M | $81.05 |
| Q4 2023 | +13,695 | Add 1.26% | 1.1 M | $90.29 |
| Q1 2024 | -279,370 | Reduce 25.35% | 822,867 | $122.42 |
| Q2 2024 | +163,418 | Add 19.86% | 986,285 | $99.29 |
| Q3 2024 | +120,938 | Add 12.26% | 1.11 M | $96.19 |
| Q4 2024 | -265,281 | Reduce 23.96% | 841,942 | $111.35 |
| Q1 2025 | +111,910 | Add 13.29% | 953,852 | $98.70 |
| Q2 2025 | -330,175 | Reduce 34.61% | 623,677 | $124.01 |
| Q3 2025 | -27,762 | Reduce 4.45% | 595,915 | $114.50 |
Sarah Ketterer's The Walt Disney Company Investment FAQs
Sarah Ketterer first purchased The Walt Disney Company (DIS) in Q2 2013, acquiring 292,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held The Walt Disney Company (DIS) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer's largest addition to The Walt Disney Company (DIS) was in Q1 2020, adding 430,162 shares worth $41.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 595,915 shares of The Walt Disney Company (DIS), valued at approximately $68.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Walt Disney Company (DIS) represents approximately 0.90% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer's peak holding in The Walt Disney Company (DIS) was 1,107,223 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.