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Family Capital Trust’s Walt Disney DIS Stock Holding History

Family Capital Trust’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 		$3.67M Sell
38,115
-577
-1% -$58.8K 1.19% 29
2026
Q1 		$3.73M Sell
38,692
-7,252
-16% -$766K 1.35% 26
2025
Q4 		$5.23M Sell
45,944
-3,363
-7% -$370K 1.71% 17
2025
Q3 		$5.65M Sell
49,307
-2,963
-6% -$349K 1.89% 16
2025
Q2 		$6.48M Sell
52,270
-73
-0.1% -$7.58K 2.25% 15
2025
Q1 		$5.17M Sell
52,343
-300
-0.6% -$32.2K 1.85% 16
2024
Q4 		$5.86M Buy
52,643
+7,149
+16% +$751K 1.99% 16
2024
Q3 		$4.38M Buy
45,494
+99
+0.2% +$9.11K 1.41% 21
2024
Q2 		$4.51M Sell
45,395
-65
-0.1% -$7K 1.47% 18
2024
Q1 		$5.56M Buy
45,460
+1,301
+3% +$136K 1.91% 16
2023
Q4 		$3.99M Sell
44,159
-1,208
-3% -$106K 1.26% 21
2023
Q3 		$3.68M Buy
45,367
+4,253
+10% +$363K 1.3% 21
2023
Q2 		$3.67M Buy
41,114
+275
+0.7% +$26.1K 1.28% 22
2023
Q1 		$4.09M Buy
40,839
+120
+0.3% +$12.1K 1.58% 20
2022
Q4 		$3.54M Buy
40,719
+175
+0.4% +$16.7K 1.44% 22
2022
Q3 		$3.82M Buy
40,544
+555
+1% +$59.4K 1.75% 21
2022
Q2 		$3.77M Buy
39,989
+3,055
+8% +$339K 1.5% 22
2022
Q1 		$5.07M Buy
36,934
+205
+0.6% +$29.6K 1.65% 20
2021
Q4 		$5.69M Buy
36,729
+58
+0.2% +$9.37K 1.59% 23
2021
Q3 		$6.2M Buy
36,671
+189
+0.5% +$33.7K 1.77% 19
2021
Q2 		$6.41M Sell
36,482
-9
-0% -$1.62K 1.81% 18
2021
Q1 		$6.73M Sell
36,491
-2,207
-6% -$407K 2.11% 11
2020
Q4 		$7.01M Sell
38,698
-50
-0.1% -$7.18K 2.17% 9
2020
Q3 		$4.81M Sell
38,748
-316
-0.8% -$39.5K 1.57% 19
2020
Q2 		$4.36M Buy
39,064
+663
+2% +$73.2K 1.55% 20
2020
Q1 		$4.52M Sell
38,401
-11
-0% -$1.39K 1.77% 18
2019
Q4 		$5.55M Sell
38,412
-503
-1% -$70.2K 2.09% 15
2019
Q3 		$5.07M Buy
38,915
+41
+0.1% +$5.67K 2.08% 17
2019
Q2 		$5.43M Buy
38,874
+157
+0.4% +$20.8K 2.17% 14
2019
Q1 		$4.3M Buy
38,717
+124
+0.3% +$13.9K 1.82% 18
2018
Q4 		$4.23M Sell
38,593
-961
-2% -$109K 2.04% 14
2018
Q3 		$4.63M Sell
39,554
-1,051
-3% -$117K 1.93% 16
2018
Q2 		$4.26M Buy
40,605
+778
+2% +$79.6K 1.89% 16
2018
Q1 		$4M Buy
39,827
+122
+0.3% +$13K 1.82% 19
2017
Q4 		$4.27M Sell
39,705
-70
-0.2% -$7.21K 2.01% 18
2017
Q3 		$3.92M Sell
39,775
-800
-2% -$82.3K 1.98% 20
2017
Q2 		$4.31M Sell
40,575
-60
-0.1% -$6.57K 2.23% 18
2017
Q1 		$4.7M Sell
40,635
-565
-1% -$62.2K 2.49% 14
2016
Q4 		$4.29M Buy
41,200
+22
+0.1% +$2.15K 2.48% 14
2016
Q3 		$3.82M Sell
41,178
-20
-0% -$1.92K 2.17% 19
2016
Q2 		$4.03M Sell
41,198
-59
-0.1% -$5.9K 2.39% 13
2016
Q1 		$4.1M Buy
41,257
+295
+0.7% +$28.5K 2.38% 14
2015
Q4 		$4.3M Sell
40,962
-41
-0.1% -$4.57K 2.35% 12
2015
Q3 		$4.19M Sell
41,003
-340
-0.8% -$37K 2.43% 13
2015
Q2 		$4.72M Sell
41,343
-175
-0.4% -$19.2K 2.65% 10
2015
Q1 		$4.36M Sell
41,518
-466
-1% -$47K 2.41% 11
2014
Q4 		$3.95M Buy
41,984
+955
+2% +$86.1K 2.06% 16
2014
Q3 		$3.65M Buy
41,029
+17
+0% +$1.5K 2.01% 17
2014
Q2 		$3.52M Sell
41,012
-659
-2% -$53.8K 1.81% 20
2014
Q1 		$3.34M Buy
41,671
+265
+0.6% +$20.5K 1.81% 19
2013
Q4 		$3.16M Buy
41,406
+375
+0.9% +$26K 1.72% 19
2013
Q3 		$2.65M Sell
41,031
-390
-0.9% -$25K 1.59% 20
2013
Q2 		$2.62M Buy
+41,421
New +$2.62M 1.67% 19

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Family Capital Trust's DIS Position: Q2 2026 in Review

Family Capital Trust reduced its Walt Disney (DIS) stake by 1.5% in Q2 2026, selling an estimated $58.8K and leaving 38,115 shares worth $3.67M. The position accounts for 1.19% of the portfolio, ranked #29.

Family Capital Trust first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.01M in Q4 2020. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Family Capital Trust held 38,115 shares of Walt Disney worth $3.67M as of Q2 2026.
  • Family Capital Trust sold 577 Walt Disney shares in Q2 2026, an estimated $58.8K.
  • Walt Disney made up 1.19% of Family Capital Trust's portfolio in Q2 2026, its #29 holding.
  • Family Capital Trust first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Family Capital Trust's Walt Disney position peaked at $7.01M in Q4 2020.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.