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Callan Capital’s Walt Disney DIS Stock Holding History

Callan 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
2025
Q1 		$592K Sell
6,002
-77
-1% -$8.28K 0.04% 184
2024
Q4 		$677K Buy
6,079
+31
+0.5% +$3.26K 0.05% 137
2024
Q3 		$582K Buy
6,048
+369
+6% +$34K 0.04% 161
2024
Q2 		$564K Buy
5,679
+40
+0.7% +$4.31K 0.05% 147
2024
Q1 		$690K Buy
5,639
+1,759
+45% +$184K 0.06% 120
2023
Q4 		$350K Buy
3,880
+303
+8% +$26.7K 0.03% 162
2023
Q3 		$290K Buy
3,577
+385
+12% +$32.9K 0.03% 161
2023
Q2 		$285K Sell
3,192
-36
-1% -$3.41K 0.03% 150
2023
Q1 		$323K Buy
3,228
+160
+5% +$16.1K 0.04% 141
2022
Q4 		$267K Sell
3,068
-1,271
-29% -$122K 0.03% 155
2022
Q3 		$409K Buy
4,339
+1,198
+38% +$128K 0.07% 88
2022
Q2 		$297K Buy
3,141
+37
+1% +$4.11K 0.05% 95
2022
Q1 		$426K Sell
3,104
-578
-16% -$83.6K 0.06% 86
2021
Q4 		$570K Buy
3,682
+675
+22% +$109K 0.08% 72
2021
Q3 		$509K Sell
3,007
-15
-0.5% -$2.67K 0.08% 64
2021
Q2 		$531K Sell
3,022
-790
-21% -$142K 0.09% 65
2021
Q1 		$703K Buy
3,812
+305
+9% +$56.2K 0.13% 59
2020
Q4 		$635K Hold
3,507
– – 0.13% 59
2020
Q3 		$435K Sell
3,507
-565
-14% -$70.6K 0.1% 61
2020
Q2 		$454K Buy
4,072
+518
+15% +$57.2K 0.11% 65
2020
Q1 		$343K Buy
+3,554
New +$449K 0.11% 64

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Callan Capital's DIS Position: Q1 2025 in Review

Callan Capital reduced its Walt Disney (DIS) stake by 1.3% in Q1 2025, selling an estimated $8.28K and leaving 6,002 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #184.

Callan Capital first reported a position in DIS in Q1 2020 and has held it in 21 quarters since. The position peaked at $703K in Q1 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Callan Capital held 6,002 shares of Walt Disney worth $592K as of Q1 2025.
  • Callan Capital sold 77 Walt Disney shares in Q1 2025, an estimated $8.28K.
  • Walt Disney made up 0.04% of Callan Capital's portfolio in Q1 2025, its #184 holding.
  • Callan Capital first reported a position in Walt Disney in Q1 2020 and has held it in 21 quarters since.
  • Callan Capital's Walt Disney position peaked at $703K in Q1 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.