5NCM
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59 North Capital Management’s Walt Disney DIS Stock Holding History

59 North Capital Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506M Buy
5,255,314
+3,104,202
+144% +$316M 11.26% 1
2026
Q1 		$207M Buy
+2,151,112
New +$227M 6.18% 10

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

59 North Capital Management's DIS Position: Q2 2026 in Review

59 North Capital Management increased its Walt Disney (DIS) stake by 144% in Q2 2026, buying an estimated $316M and bringing the position to 5,255,314 shares worth $506M. The position accounts for 11.26% of the portfolio, ranked #1.

59 North Capital Management first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. 2,923 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • 59 North Capital Management held 5,255,314 shares of Walt Disney worth $506M as of Q2 2026.
  • 59 North Capital Management bought 3,104,202 Walt Disney shares in Q2 2026, an estimated $316M.
  • Walt Disney made up 11.26% of 59 North Capital Management's portfolio in Q2 2026, its #1 holding.
  • 59 North Capital Management first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
  • 2,923 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on 59 North Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.