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Caldwell Sutter Capital’s Walt Disney DIS Stock Holding History

Caldwell Sutter Capital’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 		$649K Sell
6,747
-761
-10% -$77.6K 0.24% 101
2026
Q1 		$724K Buy
7,508
+201
+3% +$21.2K 0.29% 87
2025
Q4 		$831K Sell
7,307
-401
-5% -$44.2K 0.35% 77
2025
Q3 		$883K Buy
7,708
+191
+3% +$22.5K 0.38% 70
2025
Q2 		$932K Buy
7,517
+5
+0.1% +$520 0.43% 61
2025
Q1 		$741K Buy
7,512
+2,849
+61% +$306K 0.35% 79
2024
Q4 		$519K Buy
4,663
+193
+4% +$20.3K 0.24% 109
2024
Q3 		$430K Sell
4,470
-345
-7% -$31.7K 0.2% 125
2024
Q2 		$478K Buy
4,815
+149
+3% +$16K 0.24% 110
2024
Q1 		$571K Sell
4,666
-303
-6% -$31.6K 0.27% 98
2023
Q4 		$449K Buy
4,969
+44
+0.9% +$3.88K 0.23% 109
2023
Q3 		$399K Sell
4,925
-190
-4% -$16.2K 0.22% 111
2023
Q2 		$457K Buy
5,115
+3,745
+273% +$355K 0.24% 103
2023
Q1 		$137K Buy
1,370
+485
+55% +$48.9K 0.1% 164
2022
Q4 		$76.9K Buy
+885
New +$84.6K 0.07% 160

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

Caldwell Sutter Capital's DIS Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Walt Disney (DIS) stake by 10% in Q2 2026, selling an estimated $77.6K and leaving 6,747 shares worth $649K. The position accounts for 0.24% of the portfolio, ranked #101.

Caldwell Sutter Capital first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $932K in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Caldwell Sutter Capital held 6,747 shares of Walt Disney worth $649K as of Q2 2026.
  • Caldwell Sutter Capital sold 761 Walt Disney shares in Q2 2026, an estimated $77.6K.
  • Walt Disney made up 0.24% of Caldwell Sutter Capital's portfolio in Q2 2026, its #101 holding.
  • Caldwell Sutter Capital first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Walt Disney position peaked at $932K in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.