HCMG
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Howard Capital Management Group’s Walt Disney DIS Stock Holding History

Howard Capital Management Group’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 		$781K Sell
8,117
-497
-6% -$50.7K 0.05% 75
2026
Q1 		$830K Sell
8,614
-688
-7% -$72.7K 0.06% 69
2025
Q4 		$1.06M Sell
9,302
-1,004
-10% -$111K 0.07% 60
2025
Q3 		$1.18M Buy
10,306
+2,973
+41% +$350K 0.07% 56
2025
Q2 		$909K Hold
7,333
– – 0.06% 61
2025
Q1 		$724K Sell
7,333
-171
-2% -$18.4K 0.06% 65
2024
Q4 		$836K Sell
7,504
-300
-4% -$31.5K 0.06% 62
2024
Q3 		$751K Sell
7,804
-341
-4% -$31.4K 0.05% 69
2024
Q2 		$809K Sell
8,145
-295
-3% -$31.8K 0.06% 61
2024
Q1 		$1.03M Sell
8,440
-205,161
-96% -$21.4M 0.08% 56
2023
Q4 		$19.3M Buy
213,601
+3,716
+2% +$328K 1.67% 27
2023
Q3 		$17M Sell
209,885
-503
-0.2% -$43K 1.64% 26
2023
Q2 		$18.8M Buy
210,388
+2,903
+1% +$275K 1.75% 26
2023
Q1 		$20.8M Buy
207,485
+2,183
+1% +$220K 2.2% 23
2022
Q4 		$17.8M Sell
205,302
-665
-0.3% -$63.6K 2.14% 23
2022
Q3 		$19.4M Buy
205,967
+1,540
+0.8% +$165K 2.46% 17
2022
Q2 		$19.3M Sell
204,427
-405
-0.2% -$45K 2.27% 20
2022
Q1 		$28.1M Buy
204,832
+295
+0.1% +$42.6K 2.56% 12
2021
Q4 		$31.7M Buy
204,537
+4,576
+2% +$739K 2.61% 14
2021
Q3 		$33.8M Buy
199,961
+1,660
+0.8% +$296K 3.13% 11
2021
Q2 		$34.9M Buy
198,301
+2,307
+1% +$415K 3.28% 8
2021
Q1 		$36.2M Buy
+195,994
New +$36.1M 3.78% 5

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Howard Capital Management Group's DIS Position: Q2 2026 in Review

Howard Capital Management Group reduced its Walt Disney (DIS) stake by 5.8% in Q2 2026, selling an estimated $50.7K and leaving 8,117 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #75.

Howard Capital Management Group first reported a position in DIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $36.2M in Q1 2021. 1,027 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Howard Capital Management Group held 8,117 shares of Walt Disney worth $781K as of Q2 2026.
  • Howard Capital Management Group sold 497 Walt Disney shares in Q2 2026, an estimated $50.7K.
  • Walt Disney made up 0.05% of Howard Capital Management Group's portfolio in Q2 2026, its #75 holding.
  • Howard Capital Management Group first reported a position in Walt Disney in Q1 2021 and has held it in 22 quarters since.
  • Howard Capital Management Group's Walt Disney position peaked at $36.2M in Q1 2021.
  • 1,027 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.