Clifford Capital Partners’s Walt Disney DIS Stock Holding History

Clifford Capital Partners’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	$22.2M	Buy	231,050 +13,041	+6%	+$1.33M	3.06%	13
2026 Q1	$21M	Buy	218,009 +61,121	+39%	+$6.46M	3.5%	12
2025 Q4	$17.8M	Sell	156,888 -1,733	-1%	-$191K	3.03%	18
2025 Q3	$18.2M	Buy	158,621 +212	+0.1%	+$25K	3.14%	20
2025 Q2	$19.6M	Buy	158,409 +4,874	+3%	+$506K	3.75%	7
2025 Q1	$15.2M	Sell	153,535 -760	-0.5%	-$81.7K	3.12%	17
2024 Q4	$17.2M	Sell	154,295 -5,740	-4%	-$603K	3.56%	6
2024 Q3	$15.4M	Sell	160,035 -5,499	-3%	-$506K	3.07%	19
2024 Q2	$16.4M	Buy	165,534 +29,044	+21%	+$3.13M	3.58%	9
2024 Q1	$16.7M	Buy	136,490 +3,585	+3%	+$374K	4.24%	4
2023 Q4	$12M	Buy	132,905 +30,705	+30%	+$2.71M	3.1%	15
2023 Q3	$8.28M	Buy	+102,200	New	+$8.73M	2.41%	28

Other funds holding DIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clifford Capital Partners's DIS Position: Q2 2026 in Review

Clifford Capital Partners increased its Walt Disney (DIS) stake by 6% in Q2 2026, buying an estimated $1.33M and bringing the position to 231,050 shares worth $22.2M. The position accounts for 3.06% of the portfolio, ranked #13.

Clifford Capital Partners first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Clifford Capital Partners held 231,050 shares of Walt Disney worth $22.2M as of Q2 2026.
Clifford Capital Partners bought 13,041 Walt Disney shares in Q2 2026, an estimated $1.33M.
Walt Disney made up 3.06% of Clifford Capital Partners's portfolio in Q2 2026, its #13 holding.
Clifford Capital Partners first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Clifford Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.