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Burns Matteson Capital Management’s Walt Disney DIS Stock Holding History

Burns Matteson 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
-2,838
Closed -$325K – 209
2025
Q3 		$325K Buy
+2,838
New +$334K 0.13% 141

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State Street
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Burns Matteson Capital Management's DIS Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,838 shares — an estimated $325K sold.

Burns Matteson Capital Management first reported a position in DIS in Q3 2025 and held it in 1 quarter. The position peaked at $325K in Q3 2025. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Burns Matteson Capital Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 2,838 Walt Disney shares in Q4 2025, an estimated $325K.
  • Burns Matteson Capital Management first reported a position in Walt Disney in Q3 2025 and held it in 1 quarter.
  • Burns Matteson Capital Management's Walt Disney position peaked at $325K in Q3 2025.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.