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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caldwell Sutter Capital's DIS Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Walt Disney (DIS) stake by 2.8% in Q1 2026, buying an estimated $21.2K and bringing the position to 7,508 shares worth $724K. The position accounts for 0.29% of the portfolio, ranked #87.

Caldwell Sutter Capital first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $932K in Q2 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Caldwell Sutter Capital held 7,508 shares of Walt Disney worth $724K as of Q1 2026.
Caldwell Sutter Capital bought 201 Walt Disney shares in Q1 2026, an estimated $21.2K.
Walt Disney made up 0.29% of Caldwell Sutter Capital's portfolio in Q1 2026, its #87 holding.
Caldwell Sutter Capital first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Caldwell Sutter Capital's Walt Disney position peaked at $932K in Q2 2025.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.