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Dorato Capital Management’s Walt Disney DIS Stock Holding History

Dorato Capital Management’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 		$378K Hold
3,951
– – 0.26% 77
2026
Q1 		$392K Buy
3,951
+1
+0% +$106 0.29% 74
2025
Q4 		$448K Buy
+3,950
New +$435K 0.34% 68

Other funds holding DIS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dorato Capital Management's DIS Position: Q2 2026 in Review

Dorato Capital Management held its Walt Disney (DIS) position steady in Q2 2026 at 3,951 shares worth $378K. The position accounts for 0.26% of the portfolio, ranked #77.

Dorato Capital Management first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q4 2025. 1,794 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Dorato Capital Management held 3,951 shares of Walt Disney worth $378K as of Q2 2026.
  • Dorato Capital Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.26% of Dorato Capital Management's portfolio in Q2 2026, its #77 holding.
  • Dorato Capital Management first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Walt Disney position peaked at $448K in Q4 2025.
  • 1,794 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.