BCK Capital Management’s Walt Disney DIS Stock Holding History

BCK 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
2025 Q4	–	Sell	-3,640	Closed	-$417K	–	17
2025 Q3	$417K	Sell	3,640 -285	-7%	-$33.6K	0.44%	75
2025 Q2	$487K	Hold	3,925	–	–	0.42%	64
2025 Q1	$387K	Hold	3,925	–	–	0.3%	53
2024 Q4	$437K	Hold	3,925	–	–	0.32%	46
2024 Q3	$378K	Hold	3,925	–	–	0.23%	56
2024 Q2	$390K	Hold	3,925	–	–	0.25%	63
2024 Q1	$480K	Hold	3,925	–	–	0.33%	59
2023 Q4	$354K	Hold	3,925	–	–	0.35%	63
2023 Q3	$318K	Hold	3,925	–	–	0.16%	69
2023 Q2	$350K	Hold	3,925	–	–	0.27%	51
2023 Q1	$393K	Buy	3,925 +99	+3%	+$9.98K	0.34%	45
2022 Q4	$332K	Hold	3,826	–	–	0.34%	50
2022 Q3	$361K	Hold	3,826	–	–	0.26%	60
2022 Q2	$361K	Hold	3,826	–	–	0.28%	63
2022 Q1	$525K	Hold	3,826	–	–	0.31%	87
2021 Q4	$593K	Sell	3,826 -3,711	-49%	-$599K	0.4%	61
2021 Q3	$1.27M	Hold	7,537	–	–	0.76%	34
2021 Q2	$1.32M	Sell	7,537 -13,998	-65%	-$2.52M	0.66%	35
2021 Q1	$3.97M	Buy	21,535 +880	+4%	+$162K	2.18%	10
2020 Q4	$3.74M	Buy	+20,655	New	+$2.96M	2.99%	9

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCK Capital Management's DIS Position: Q4 2025 in Review

BCK Capital Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 3,640 shares — an estimated $417K sold.

BCK Capital Management first reported a position in DIS in Q4 2020 and held it in 20 quarters. The position peaked at $3.97M in Q1 2021. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

BCK Capital Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
BCK Capital Management sold 3,640 Walt Disney shares in Q4 2025, an estimated $417K.
BCK Capital Management first reported a position in Walt Disney in Q4 2020 and held it in 20 quarters.
BCK Capital Management's Walt Disney position peaked at $3.97M in Q1 2021.
3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on BCK Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.