Capstone Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $226K | Buy |
2,348
+42
| +2% | +$4.28K | 0.01% | 171 |
|
|
2026
Q1 | $222K | Sell |
2,306
-3
| -0.1% | -$317 | 0.01% | 161 |
|
|
2025
Q4 | $263K | Sell |
2,309
-493
| -18% | -$54.3K | 0.01% | 145 |
|
|
2025
Q3 | $321K | Sell |
2,802
-107
| -4% | -$12.6K | 0.02% | 134 |
|
|
2025
Q2 | $361K | Sell |
2,909
-171
| -6% | -$17.8K | 0.02% | 113 |
|
|
2025
Q1 | $304K | Sell |
3,080
-486
| -14% | -$52.2K | 0.02% | 114 |
|
|
2024
Q4 | $397K | Sell |
3,566
-219
| -6% | -$23K | 0.02% | 102 |
|
|
2024
Q3 | $364K | Buy |
3,785
+312
| +9% | +$28.7K | 0.02% | 103 |
|
|
2024
Q2 | $345K | Buy |
3,473
+8
| +0.2% | +$861 | 0.02% | 107 |
|
|
2024
Q1 | $424K | Buy |
3,465
+459
| +15% | +$47.9K | 0.03% | 92 |
|
|
2023
Q4 | $271K | Sell |
3,006
-150
| -5% | -$13.2K | 0.02% | 111 |
|
|
2023
Q3 | $256K | Sell |
3,156
-46
| -1% | -$3.93K | 0.02% | 108 |
|
|
2023
Q2 | $286K | Sell |
3,202
-18
| -0.6% | -$1.71K | 0.02% | 106 |
|
|
2023
Q1 | $322K | Buy |
3,220
+37
| +1% | +$3.73K | 0.03% | 95 |
|
|
2022
Q4 | $277K | Buy |
3,183
+260
| +9% | +$24.9K | 0.02% | 102 |
|
|
2022
Q3 | $276K | Sell |
2,923
-591
| -17% | -$63.3K | 0.03% | 98 |
|
|
2022
Q2 | $332K | Buy |
3,514
+502
| +17% | +$55.7K | 0.03% | 94 |
|
|
2022
Q1 | $413K | Buy |
3,012
+114
| +4% | +$16.5K | 0.03% | 88 |
|
|
2021
Q4 | $449K | Buy |
2,898
+908
| +46% | +$147K | 0.03% | 84 |
|
|
2021
Q3 | $337K | Hold |
1,990
| – | – | 0.03% | 89 |
|
|
2021
Q2 | $350K | Buy |
1,990
+32
| +2% | +$5.75K | 0.03% | 89 |
|
|
2021
Q1 | $361K | Sell |
1,958
-476
| -20% | -$87.8K | 0.03% | 78 |
|
|
2020
Q4 | $441K | Sell |
2,434
-11
| -0.4% | -$1.58K | 0.04% | 64 |
|
|
2020
Q3 | $303K | Buy |
2,445
+21
| +0.9% | +$2.63K | 0.03% | 76 |
|
|
2020
Q2 | $270K | Sell |
2,424
-1,326
| -35% | -$146K | 0.03% | 74 |
|
|
2020
Q1 | $362K | Buy |
3,750
+288
| +8% | +$36.4K | 0.05% | 44 |
|
|
2019
Q4 | $501K | Sell |
3,462
-435
| -11% | -$60.7K | 0.07% | 42 |
|
|
2019
Q3 | $508K | Sell |
3,897
-387
| -9% | -$53.5K | 0.08% | 44 |
|
|
2019
Q2 | $598K | Buy |
4,284
+280
| +7% | +$37.1K | 0.1% | 41 |
|
|
2019
Q1 | $445K | Buy |
4,004
+516
| +15% | +$57.7K | 0.08% | 46 |
|
|
2018
Q4 | $382K | Buy |
3,488
+194
| +6% | +$22.1K | 0.08% | 51 |
|
|
2018
Q3 | $385K | Buy |
3,294
+108
| +3% | +$12K | 0.1% | 44 |
|
|
2018
Q2 | $334K | Buy |
3,186
+329
| +12% | +$33.6K | 0.1% | 48 |
|
|
2018
Q1 | $287K | Buy |
2,857
+4
| +0.1% | +$425 | 0.09% | 53 |
|
|
2017
Q4 | $307K | Hold |
2,853
| – | – | 0.11% | 51 |
|
|
2017
Q3 | $281K | Sell |
2,853
-8
| -0.3% | -$823 | 0.12% | 53 |
|
|
2017
Q2 | $304K | Sell |
2,861
-130
| -4% | -$14.2K | 0.15% | 46 |
|
|
2017
Q1 | $339K | Buy |
2,991
+52
| +2% | +$5.72K | 0.17% | 41 |
|
|
2016
Q4 | $306K | Sell |
2,939
-1,035
| -26% | -$101K | 0.14% | 43 |
|
|
2016
Q3 | $369K | Buy |
3,974
+626
| +19% | +$59.9K | 0.2% | 41 |
|
|
2016
Q2 | $327K | Buy |
3,348
+6
| +0.2% | +$600 | 0.18% | 44 |
|
|
2016
Q1 | $332K | Sell |
3,342
-229
| -6% | -$22.1K | 0.13% | 45 |
|
|
2015
Q4 | $375K | Sell |
3,571
-400
| -10% | -$44.6K | 0.13% | 43 |
|
|
2015
Q3 | $406K | Buy |
3,971
+666
| +20% | +$72.5K | 0.18% | 41 |
|
|
2015
Q2 | $377K | Sell |
3,305
-489
| -13% | -$53.7K | 0.15% | 45 |
|
|
2015
Q1 | $398K | Sell |
3,794
-254
| -6% | -$25.6K | 0.15% | 46 |
|
|
2014
Q4 | $381K | Sell |
4,048
-715
| -15% | -$64.5K | 0.12% | 48 |
|
|
2014
Q3 | $424K | Buy |
4,763
+165
| +4% | +$14.6K | 0.26% | 34 |
|
|
2014
Q2 | $394K | Sell |
4,598
-480
| -9% | -$39.2K | 0.27% | 34 |
|
|
2014
Q1 | $407K | Buy |
5,078
+1,169
| +30% | +$90.6K | 0.25% | 30 |
|
|
2013
Q4 | $299K | Buy |
+3,909
| New | +$271K | 0.19% | 42 |
|
Other funds holding DIS
Capstone Financial Advisors's DIS Position: Q2 2026 in Review
Capstone Financial Advisors increased its Walt Disney (DIS) stake by 1.8% in Q2 2026, buying an estimated $4.28K and bringing the position to 2,348 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #171.
Capstone Financial Advisors first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. The position peaked at $598K in Q2 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Capstone Financial Advisors held 2,348 shares of Walt Disney worth $226K as of Q2 2026.
- Capstone Financial Advisors bought 42 Walt Disney shares in Q2 2026, an estimated $4.28K.
- Walt Disney made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #171 holding.
- Capstone Financial Advisors first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
- Capstone Financial Advisors's Walt Disney position peaked at $598K in Q2 2019.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.