Custos Family Office’s Walt Disney DIS Stock Holding History

Custos 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
2025 Q4	$350K	Hold	3,074	–	–	0.24%	47
2025 Q3	$352K	Buy	3,074 +13	+0.4%	+$1.53K	0.2%	48
2025 Q2	$380K	Hold	3,061	–	–	0.12%	48
2025 Q1	$302K	Buy	3,061 +14	+0.5%	+$1.5K	0.11%	53
2024 Q4	$339K	Hold	3,047	–	–	0.12%	51
2024 Q3	$293K	Buy	3,047 +15	+0.5%	+$1.38K	0.11%	51
2024 Q2	$301K	Hold	3,032	–	–	0.12%	49
2024 Q1	$371K	Buy	3,032 +10	+0.3%	+$1.04K	0.19%	32
2023 Q4	$273K	Hold	3,022	–	–	0.14%	39
2023 Q3	$245K	Hold	3,022	–	–	0.17%	36
2023 Q2	$270K	Hold	3,022	–	–	0.17%	36
2023 Q1	$303K	Hold	3,022	–	–	0.21%	30
2022 Q4	$263K	Buy	+3,022	New	+$289K	0.21%	31

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Custos Family Office's DIS Position: Q4 2025 in Review

Custos Family Office held its Walt Disney (DIS) position steady in Q4 2025 at 3,074 shares worth $350K. The position accounts for 0.24% of the portfolio, ranked #47.

Custos Family Office first reported a position in DIS in Q4 2022 and has held it in 13 quarters since. The position peaked at $380K in Q2 2025. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Custos Family Office held 3,074 shares of Walt Disney worth $350K as of Q4 2025.
Custos Family Office left its Walt Disney share count unchanged in Q4 2025.
Walt Disney made up 0.24% of Custos Family Office's portfolio in Q4 2025, its #47 holding.
Custos Family Office first reported a position in Walt Disney in Q4 2022 and has held it in 13 quarters since.
Custos Family Office's Walt Disney position peaked at $380K in Q2 2025.
3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.