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Sarah Ketterer’s DIS Holdings & Trades

First Buy
Q2 2013
Duration Held
34 Quarters
Largest Add
Q1 2020
+430,162 Shares
Current Position
546,064 Shares
$62.13 M Value

Sarah Ketterer's DIS Position Overview

Sarah Ketterer (via Causeway Capital Management LLC) currently holds 546,064 shares of The Walt Disney Company (DIS) worth $62.13 M, representing 0.85% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 quarters.

Based on 13F filings, Sarah Ketterer has maintained a strategic position in DIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 430,162 shares. Largest reduction occurred in Q3 2015, reducing 519,715 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

Report Date 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 0 $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
Q4 2025 -49,851 Reduce 8.37% 546,064 $113.77

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 34 quarters since Q2 2013.

Sarah Ketterer's largest addition to The Walt Disney Company (DIS) was in Q1 2020, adding 430,162 shares worth $41.55 M.

According to the latest 13F filing for Q4 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 546,064 shares of The Walt Disney Company (DIS), valued at approximately $62.13 M.

As of the Q4 2025 filing, The Walt Disney Company (DIS) represents approximately 0.85% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings.

Sarah Ketterer's peak holding in The Walt Disney Company (DIS) was 1,107,223 shares, as reported at the end of Q3 2024.