CFO
DIS icon

Callan Family Office’s Walt Disney DIS Stock Holding History

Callan Family Office’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 		$8.8M Sell
91,339
-5,511
-6% -$582K 0.2% 100
2025
Q4 		$11M Buy
96,850
+32,731
+51% +$3.6M 0.24% 82
2025
Q3 		$7.34M Sell
64,119
-2,053
-3% -$242K 0.23% 92
2025
Q2 		$8.21M Buy
66,172
+44,954
+212% +$4.67M 0.26% 82
2025
Q1 		$2.09M Sell
21,218
-8,501
-29% -$914K 0.16% 124
2024
Q4 		$3.31M Buy
29,719
+22,728
+325% +$2.39M 0.21% 94
2024
Q3 		$672K Buy
6,991
+754
+12% +$69.4K 0.11% 87
2024
Q2 		$619K Buy
6,237
+2,319
+59% +$250K 0.12% 75
2024
Q1 		$479K Buy
3,918
+595
+18% +$62.2K 0.11% 59
2023
Q4 		$300K Buy
3,323
+718
+28% +$63.3K 0.07% 75
2023
Q3 		$211K Buy
2,605
+7
+0.3% +$598 0.06% 84
2023
Q2 		$232K Sell
2,598
-1,091
-30% -$103K 0.06% 97
2023
Q1 		$369K Buy
3,689
+902
+32% +$90.9K 0.09% 117
2022
Q4 		$242K Buy
+2,787
New +$267K 0.08% 90

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Callan Family Office's DIS Position: Q1 2026 in Review

Callan Family Office reduced its Walt Disney (DIS) stake by 5.7% in Q1 2026, selling an estimated $582K and leaving 91,339 shares worth $8.8M. The position accounts for 0.2% of the portfolio, ranked #100.

Callan Family Office first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $11M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Callan Family Office held 91,339 shares of Walt Disney worth $8.8M as of Q1 2026.
  • Callan Family Office sold 5,511 Walt Disney shares in Q1 2026, an estimated $582K.
  • Walt Disney made up 0.2% of Callan Family Office's portfolio in Q1 2026, its #100 holding.
  • Callan Family Office first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's Walt Disney position peaked at $11M in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.