Capstone Investment Advisors
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Capstone Investment Advisors’s Walt Disney DIS Stock Holding History

Capstone Investment Advisors’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
Q1 		$4.93M Buy
51,191
+24,352
+91% +$2.57M 0.01% 422
2025
Q4 		$3.05M Sell
26,839
-30,056
-53% -$3.31M 0.01% 494
2025
Q3 		$6.51M Sell
56,895
-51,332
-47% -$6.05M 0.01% 409
2025
Q2 		$13.4M Sell
108,227
-75,741
-41% -$7.87M 0.03% 196
2025
Q1 		$18.2M Buy
183,968
+163,260
+788% +$17.5M 0.05% 185
2024
Q4 		$2.31M Sell
20,708
-13,412
-39% -$1.41M 0.01% 805
2024
Q3 		$3.28M Buy
34,120
+353
+1% +$32.5K 0.01% 575
2024
Q2 		$3.35M Buy
33,767
+15,167
+82% +$1.63M 0.01% 569
2024
Q1 		$2.28M Sell
18,600
-67,361
-78% -$7.04M 0.01% 729
2023
Q4 		$7.76M Buy
85,961
+65,658
+323% +$5.79M 0.02% 401
2023
Q3 		$1.65M Sell
20,303
-143,075
-88% -$12.2M 0.01% 796
2023
Q2 		$14.6M Buy
163,378
+119,057
+269% +$11.3M 0.07% 190
2023
Q1 		$4.44M Sell
44,321
-10,348
-19% -$1.04M 0.02% 386
2022
Q4 		$4.75M Sell
54,669
-75,286
-58% -$7.2M 0.03% 402
2022
Q3 		$12.3M Sell
129,955
-153,487
-54% -$16.4M 0.07% 190
2022
Q2 		$26.8M Buy
283,442
+93,989
+50% +$10.4M 0.13% 97
2022
Q1 		$26M Sell
189,453
-314,159
-62% -$45.4M 0.07% 209
2021
Q4 		$78M Buy
503,612
+230,350
+84% +$37.2M 0.13% 134
2021
Q3 		$46.2M Buy
273,262
+212,058
+346% +$37.8M 0.09% 195
2021
Q2 		$10.8M Sell
61,204
-27,792
-31% -$5M 0.02% 517
2021
Q1 		$16.4M Buy
+88,996
New +$16.4M 0.05% 335
2020
Q4 		– Sell
-11,552
Closed -$1.66M – 1683
2020
Q3 		$1.43M Sell
11,552
-48,216
-81% -$6.03M 0.01% 919
2020
Q2 		$6.67M Buy
+59,768
New +$6.6M 0.04% 347
2020
Q1 		– Sell
-101,134
Closed -$12.8M – 1188
2019
Q4 		$14.6M Buy
101,134
+65,049
+180% +$9.08M 0.08% 262
2019
Q3 		$4.7M Buy
+36,085
New +$4.99M 0.03% 463
2019
Q2 		– Sell
-33,521
Closed -$4.45M – 1394
2019
Q1 		$3.72M Buy
33,521
+32,048
+2,176% +$3.58M 0.03% 428
2018
Q4 		$162K Sell
1,473
-2,400
-62% -$273K ﹤0.01% 1059
2018
Q3 		$453K Sell
3,873
-11,675
-75% -$1.3M 0.01% 826
2018
Q2 		$1.63M Buy
15,548
+14,360
+1,209% +$1.47M 0.03% 311
2018
Q1 		$119K Buy
+1,188
New +$126K ﹤0.01% 323
2017
Q1 		– Sell
-35,542
Closed -$3.91M – 936
2016
Q4 		$3.7M Sell
35,542
-33,884
-49% -$3.3M 0.11% 169
2016
Q3 		$6.45M Buy
69,426
+43,758
+170% +$4.19M 0.14% 114
2016
Q2 		$2.51M Buy
25,668
+5,690
+28% +$569K 0.05% 213
2016
Q1 		$1.98M Sell
19,978
-28,836
-59% -$2.78M 0.06% 190
2015
Q4 		$5.13M Sell
48,814
-60,325
-55% -$6.72M 0.14% 119
2015
Q3 		$11.2M Buy
+109,139
New +$11.9M 0.26% 83
2015
Q2 		– Sell
-38,560
Closed -$4.23M – 294
2015
Q1 		$4.04M Sell
38,560
-29,196
-43% -$2.95M 0.07% 156
2014
Q4 		$6.38M Buy
+67,756
New +$6.11M 0.09% 147
2013
Q4 		– Sell
-80,199
Closed -$5.56M – 498
2013
Q3 		$5.17M Buy
80,199
+54,889
+217% +$3.52M 0.05% 194
2013
Q2 		$1.6M Buy
+25,310
New +$1.6M 0.02% 294

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Investment Advisors's DIS Position: Q1 2026 in Review

Capstone Investment Advisors increased its Walt Disney (DIS) stake by 91% in Q1 2026, buying an estimated $2.57M and bringing the position to 51,191 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #422.

Capstone Investment Advisors first reported a position in DIS in Q2 2013 and has held it in 40 quarters since. The position peaked at $78M in Q4 2021. 2,998 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Capstone Investment Advisors held 51,191 shares of Walt Disney worth $4.93M as of Q1 2026.
  • Capstone Investment Advisors bought 24,352 Walt Disney shares in Q1 2026, an estimated $2.57M.
  • Walt Disney made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #422 holding.
  • Capstone Investment Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 40 quarters since.
  • Capstone Investment Advisors's Walt Disney position peaked at $78M in Q4 2021.
  • 2,998 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.