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Capitol Family Office’s Walt Disney DIS Stock Holding History

Capitol 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 		$76.8K Sell
798
-167
-17% -$17K 0.08% 31
2026
Q1 		$110K Hold
965
– – 0.13% 31
2025
Q4 		$110K Buy
965
+436
+82% +$48K 0.13% 31
2025
Q3 		$60.6K Hold
529
– – 0.07% 34
2025
Q2 		$65.6K Hold
529
– – 0.09% 33
2025
Q1 		$52.2K Buy
+529
New +$56.9K 0.07% 35

Other funds holding DIS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

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

Capitol Family Office reduced its Walt Disney (DIS) stake by 17% in Q2 2026, selling an estimated $17K and leaving 798 shares worth $76.8K. The position accounts for 0.08% of the portfolio, ranked #31.

Capitol Family Office first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $110K in Q1 2026. 1,756 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Capitol Family Office held 798 shares of Walt Disney worth $76.8K as of Q2 2026.
  • Capitol Family Office sold 167 Walt Disney shares in Q2 2026, an estimated $17K.
  • Walt Disney made up 0.08% of Capitol Family Office's portfolio in Q2 2026, its #31 holding.
  • Capitol Family Office first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • Capitol Family Office's Walt Disney position peaked at $110K in Q1 2026.
  • 1,756 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.