CFO
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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
Q2 		$7.88M Sell
81,834
-9,505
-10% -$969K 0.15% 133
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Callan Family Office's DIS Position: Q2 2026 in Review

Callan Family Office reduced its Walt Disney (DIS) stake by 10% in Q2 2026, selling an estimated $969K and leaving 81,834 shares worth $7.88M. The position accounts for 0.15% of the portfolio, ranked #133.

Callan Family Office first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Callan Family Office held 81,834 shares of Walt Disney worth $7.88M as of Q2 2026.
  • Callan Family Office sold 9,505 Walt Disney shares in Q2 2026, an estimated $969K.
  • Walt Disney made up 0.15% of Callan Family Office's portfolio in Q2 2026, its #133 holding.
  • Callan Family Office first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's Walt Disney position peaked at $11M in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.