Caldwell Sutter Capital
DIS icon

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
Q3 		$721K Buy
6,874
+127
+2% +$13K 0.27% 92
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Caldwell Sutter Capital's DIS Position: Q3 2026 in Review

Caldwell Sutter Capital increased its Walt Disney (DIS) stake by 1.9% in Q3 2026, buying an estimated $13K and bringing the position to 6,874 shares worth $721K. The position accounts for 0.27% of the portfolio, ranked #92.

Caldwell Sutter Capital first reported a position in DIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $932K in Q2 2025. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Caldwell Sutter Capital held 6,874 shares of Walt Disney worth $721K as of Q3 2026.
  • Caldwell Sutter Capital bought 127 Walt Disney shares in Q3 2026, an estimated $13K.
  • Walt Disney made up 0.27% of Caldwell Sutter Capital's portfolio in Q3 2026, its #92 holding.
  • Caldwell Sutter Capital first reported a position in Walt Disney in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Walt Disney position peaked at $932K in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.