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Capital Advisors Ltd’s Walt Disney DIS Stock Holding History

Capital Advisors Ltd’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 		$241K Buy
2,504
+1
+0% +$102 0.02% 284
2026
Q1 		$241K Buy
2,503
+30
+1% +$3.17K 0.03% 273
2025
Q4 		$281K Sell
2,473
-290
-10% -$31.9K 0.03% 249
2025
Q3 		$316K Hold
2,763
– – 0.04% 230
2025
Q2 		$343K Buy
2,763
+200
+8% +$20.8K 0.04% 206
2025
Q1 		$253K Buy
2,563
+9
+0.4% +$967 0.03% 241
2024
Q4 		$284K Buy
2,554
+20
+0.8% +$2.1K 0.04% 229
2024
Q3 		$244K Sell
2,534
-224
-8% -$20.6K 0.03% 254
2024
Q2 		$274K Buy
2,758
+227
+9% +$24.4K 0.04% 224
2024
Q1 		$310K Buy
2,531
+115
+5% +$12K 0.04% 218
2023
Q4 		$218K Buy
2,416
+78
+3% +$6.88K 0.03% 249
2023
Q3 		$189K Sell
2,338
-71
-3% -$6.06K 0.03% 256
2023
Q2 		$215K Buy
2,409
+767
+47% +$72.7K 0.03% 244
2023
Q1 		$164K Sell
1,642
-744
-31% -$75K 0.03% 259
2022
Q4 		$147K Buy
2,386
+496
+26% +$47.4K 0.03% 272
2022
Q3 		$178K Buy
1,890
+220
+13% +$23.5K 0.03% 250
2022
Q2 		$158K Sell
1,670
-488
-23% -$54.2K 0.03% 265
2022
Q1 		$296K Sell
2,158
-18
-0.8% -$2.6K 0.05% 182
2021
Q4 		$337K Buy
2,176
+36
+2% +$5.81K 0.05% 176
2021
Q3 		$362K Buy
2,140
+429
+25% +$76.5K 0.06% 146
2021
Q2 		$301K Sell
1,711
-57
-3% -$10.3K 0.05% 155
2021
Q1 		$326K Hold
1,768
– – 0.06% 135
2020
Q4 		$320K Buy
1,768
+143
+9% +$20.5K 0.07% 131
2020
Q3 		$202K Hold
1,625
– – 0.05% 153
2020
Q2 		$181K Hold
1,625
– – 0.05% 162
2020
Q1 		$157K Hold
1,625
– – 0.05% 163
2019
Q4 		$235K Sell
1,625
-74
-4% -$10.3K 0.06% 138
2019
Q3 		$221K Sell
1,699
-148
-8% -$20.5K 0.06% 135
2019
Q2 		$258K Buy
1,847
+1,285
+229% +$170K 0.07% 126
2019
Q1 		$62K Buy
562
+59
+12% +$6.59K 0.02% 271
2018
Q4 		$55K Hold
503
– – 0.02% 275
2018
Q3 		$59K Hold
503
– – 0.02% 288
2018
Q2 		$53K Hold
503
– – 0.02% 228
2018
Q1 		$51K Hold
503
– – 0.02% 221
2017
Q4 		$54K Sell
503
-15
-3% -$1.54K 0.02% 220
2017
Q3 		$51K Buy
518
+15
+3% +$1.54K 0.02% 220
2017
Q2 		$53K Hold
503
– – 0.02% 210
2017
Q1 		$57K Hold
503
– – 0.02% 186
2016
Q4 		$52K Buy
503
+53
+12% +$5.17K 0.02% 187
2016
Q3 		$42K Hold
450
– – 0.02% 204
2016
Q2 		$44K Hold
450
– – 0.02% 193
2016
Q1 		$45K Hold
450
– – 0.02% 188
2015
Q4 		$47K Hold
450
– – 0.02% 182
2015
Q3 		$46K Sell
450
-165
-27% -$18K 0.03% 175
2015
Q2 		$70K Buy
615
+125
+26% +$13.7K 0.04% 163
2015
Q1 		$51K Hold
490
– – 0.03% 177
2014
Q4 		$46K Hold
490
– – 0.03% 179
2014
Q3 		$43K Hold
490
– – 0.02% 187
2014
Q2 		$42K Hold
490
– – 0.02% 195
2014
Q1 		$39K Hold
490
– – 0.02% 198
2013
Q4 		$37K Buy
+490
New +$33.9K 0.02% 167

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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's DIS Position: Q2 2026 in Review

Capital Advisors Ltd increased its Walt Disney (DIS) stake by 0.04% in Q2 2026, buying an estimated $102 and bringing the position to 2,504 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #284.

Capital Advisors Ltd first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. The position peaked at $362K in Q3 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Capital Advisors Ltd held 2,504 shares of Walt Disney worth $241K as of Q2 2026.
  • Capital Advisors Ltd bought 1 Walt Disney share in Q2 2026, an estimated $102.
  • Walt Disney made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #284 holding.
  • Capital Advisors Ltd first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's Walt Disney position peaked at $362K in Q3 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.