Capital Investment Advisory Services’s Walt Disney DIS Stock Holding History

Capital Investment Advisory Services’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	$1.25M	Sell	13,026 -1,013	-7%	-$103K	0.08%	257
2026 Q1	$1.35M	Buy	14,039 +449	+3%	+$47.5K	0.1%	210
2025 Q4	$1.55M	Buy	13,590 +1,386	+11%	+$153K	0.11%	185
2025 Q3	$1.4M	Sell	12,204 -348	-3%	-$41K	0.11%	190
2025 Q2	$1.56M	Sell	12,552 -766	-6%	-$79.6K	0.13%	170
2025 Q1	$1.31M	Buy	13,318 +1,295	+11%	+$139K	0.12%	177
2024 Q4	$1.34M	Sell	12,023 -1,957	-14%	-$206K	0.13%	159
2024 Q3	$1.34M	Sell	13,980 -3,879	-22%	-$357K	0.13%	163
2024 Q2	$1.77M	Buy	17,859 +281	+2%	+$30.2K	0.18%	120
2024 Q1	$2.15M	Sell	17,578 -27	-0.2%	-$2.82K	0.23%	102
2023 Q4	$1.59M	Sell	17,605 -3,411	-16%	-$301K	0.15%	130
2023 Q3	$1.7M	Buy	21,016 +1,811	+9%	+$155K	0.17%	107
2023 Q2	$1.71M	Buy	19,205 +113	+0.6%	+$10.7K	0.17%	101
2023 Q1	$1.91M	Sell	19,092 -77	-0.4%	-$7.76K	0.23%	87
2022 Q4	$1.67M	Sell	19,169 -1,676	-8%	-$160K	0.2%	96
2022 Q3	$1.97M	Buy	20,845 +1,136	+6%	+$122K	0.25%	78
2022 Q2	$1.86M	Sell	19,709 -163	-0.8%	-$18.1K	0.23%	92
2022 Q1	$2.73M	Buy	19,872 +637	+3%	+$92.1K	0.3%	69
2021 Q4	$2.98M	Sell	19,235 -3,514	-15%	-$568K	0.35%	60
2021 Q3	$3.85M	Buy	22,749 +907	+4%	+$162K	0.49%	39
2021 Q2	$3.84M	Buy	21,842 +640	+3%	+$115K	0.48%	45
2021 Q1	$3.91M	Buy	21,202 +150	+0.7%	+$27.7K	0.55%	34
2020 Q4	$3.81M	Buy	21,052 +1,858	+10%	+$267K	0.57%	35
2020 Q3	$2.38M	Sell	19,194 -2,968	-13%	-$371K	0.45%	48
2020 Q2	$2.47M	Buy	22,162 +2,552	+13%	+$282K	0.5%	48
2020 Q1	$1.89M	Buy	19,610 +6,930	+55%	+$876K	0.46%	48
2019 Q4	$1.83M	Sell	12,680 -131	-1%	-$18.3K	0.49%	43
2019 Q3	$1.67M	Buy	12,811 +1,063	+9%	+$147K	0.47%	42
2019 Q2	$1.66M	Buy	11,748 +4,698	+67%	+$623K	0.5%	36
2019 Q1	$783K	Buy	7,050 +930	+15%	+$104K	0.29%	68
2018 Q4	$671K	Buy	6,120 +223	+4%	+$25.4K	0.29%	70
2018 Q3	$690K	Buy	5,897 +1,409	+31%	+$157K	0.32%	80
2018 Q2	$470K	Sell	4,488 -63	-1%	-$6.44K	0.24%	109
2018 Q1	$457K	Sell	4,551 -274	-6%	-$29.1K	0.26%	99
2017 Q4	$519K	Buy	4,825 +152	+3%	+$15.7K	0.3%	78
2017 Q3	$461K	Buy	4,673 +164	+4%	+$16.9K	0.28%	87
2017 Q2	$479K	Sell	4,509 -129	-3%	-$14.1K	0.32%	74
2017 Q1	$526K	Sell	4,638 -1,476	-24%	-$163K	0.39%	69
2016 Q4	$637K	Buy	+6,114	New	+$596K	0.55%	53

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital Investment Advisory Services's DIS Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Walt Disney (DIS) stake by 7.2% in Q2 2026, selling an estimated $103K and leaving 13,026 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #257.

Capital Investment Advisory Services first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.91M in Q1 2021. 2,489 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Capital Investment Advisory Services held 13,026 shares of Walt Disney worth $1.25M as of Q2 2026.
Capital Investment Advisory Services sold 1,013 Walt Disney shares in Q2 2026, an estimated $103K.
Walt Disney made up 0.08% of Capital Investment Advisory Services's portfolio in Q2 2026, its #257 holding.
Capital Investment Advisory Services first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
Capital Investment Advisory Services's Walt Disney position peaked at $3.91M in Q1 2021.
2,489 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.