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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Clifford Capital Partners's DIS Position: Q1 2026 in Review

Clifford Capital Partners increased its Walt Disney (DIS) stake by 39% in Q1 2026, buying an estimated $6.46M and bringing the position to 218,009 shares worth $21M. The position accounts for 3.5% of the portfolio, ranked #12.

Clifford Capital Partners first reported a position in DIS in Q3 2023 and has held it in 11 quarters since. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Clifford Capital Partners held 218,009 shares of Walt Disney worth $21M as of Q1 2026.
  • Clifford Capital Partners bought 61,121 Walt Disney shares in Q1 2026, an estimated $6.46M.
  • Walt Disney made up 3.5% of Clifford Capital Partners's portfolio in Q1 2026, its #12 holding.
  • Clifford Capital Partners first reported a position in Walt Disney in Q3 2023 and has held it in 11 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Clifford Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.