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Caliber Wealth Management (Kansas)’s Walt Disney DIS Stock Holding History

Caliber Wealth Management (Kansas)’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 		$584K Buy
6,070
+1,055
+21% +$108K 0.06% 176
2026
Q1 		$483K Sell
5,015
-274
-5% -$29K 0.05% 176
2025
Q4 		$602K Buy
5,289
+1,037
+24% +$114K 0.06% 161
2025
Q3 		$487K Sell
4,252
-7,671
-64% -$903K 0.05% 174
2025
Q2 		$1.48M Buy
11,923
+1,705
+17% +$177K 0.16% 122
2025
Q1 		$1.01M Buy
+10,218
New +$1.1M 0.14% 126

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s DIS Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Walt Disney (DIS) stake by 21% in Q2 2026, buying an estimated $108K and bringing the position to 6,070 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #176.

Caliber Wealth Management (Kansas) first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.48M in Q2 2025. 1,180 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 6,070 shares of Walt Disney worth $584K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1,055 Walt Disney shares in Q2 2026, an estimated $108K.
  • Walt Disney made up 0.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #176 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Walt Disney position peaked at $1.48M in Q2 2025.
  • 1,180 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.