Capital Square
DIS icon

Capital Square’s Walt Disney DIS Stock Holding History

Capital Square’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
Q3 		$203K Buy
+1,938
New +$199K 0.09% 231
2026
Q2 		– Sell
-2,149
Closed -$221K – 241
2026
Q1 		$221K Sell
2,149
-14
-0.6% -$1.48K 0.1% 206
2025
Q4 		$246K Sell
2,163
-44
-2% -$4.85K 0.13% 175
2025
Q3 		$253K Buy
2,207
+3
+0.1% +$353 0.13% 158
2025
Q2 		$264K Sell
2,204
-94
-4% -$9.8K 0.14% 159
2025
Q1 		$227K Sell
2,298
-127
-5% -$13.6K 0.13% 159
2024
Q4 		$272K Sell
2,425
-722
-23% -$75.8K 0.15% 138
2024
Q3 		$303K Sell
3,147
-72
-2% -$6.62K 0.18% 119
2024
Q2 		$303K Sell
3,219
-93
-3% -$10K 0.2% 116
2024
Q1 		$405K Buy
3,312
+855
+35% +$89.3K 0.29% 90
2023
Q4 		$222K Buy
2,457
+33
+1% +$2.91K 0.25% 89
2023
Q3 		$205K Buy
+2,424
New +$207K 0.28% 82
2022
Q2 		– Sell
-3,579
Closed -$490K – 150
2022
Q1 		$490K Buy
+3,579
New +$517K 0.35% 83
2021
Q4 		– Sell
-1,137
Closed -$200K – 160
2021
Q3 		$200K Hold
1,137
– – 0.14% 145
2021
Q2 		$201K Hold
1,137
– – 0.15% 136
2021
Q1 		$213K Buy
1,137
+13
+1% +$2.4K 0.16% 136
2020
Q4 		$203K Buy
+1,124
New +$161K 0.17% 137
2020
Q2 		– Sell
-1,296
Closed -$125K – 176
2020
Q1 		$125K Buy
+1,296
New +$164K 0.15% 137

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Capital Square's DIS Position: Q3 2026 in Review

Capital Square opened a new position in Walt Disney (DIS) in Q3 2026: 1,938 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #231 among its holdings. This is a return to the name: Capital Square previously reported a position in DIS as recently as Q1 2026.

Capital Square first reported a position in DIS in Q1 2020 and has held it in 18 quarters since. The position peaked at $490K in Q1 2022. 1,160 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Capital Square held 1,938 shares of Walt Disney worth $203K as of Q3 2026.
  • Walt Disney was a new Capital Square position in Q3 2026.
  • Walt Disney made up 0.09% of Capital Square's portfolio in Q3 2026, its #231 holding.
  • Capital Square first reported a position in Walt Disney in Q1 2020 and has held it in 18 quarters since.
  • Capital Square's Walt Disney position peaked at $490K in Q1 2022.
  • 1,160 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.