JC
DIS icon

JB Capital’s Walt Disney DIS Stock Holding History

JB Capital’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 		$5.7M Buy
59,224
+13,723
+30% +$1.4M 0.2% 59
2026
Q1 		$4.39M Buy
45,501
+2,507
+6% +$265K 0.18% 68
2025
Q4 		$4.89M Sell
42,994
-419
-1% -$46.1K 0.2% 53
2025
Q3 		$4.97M Sell
43,413
-19,022
-30% -$2.24M 0.21% 51
2025
Q2 		$7.74M Sell
62,435
-462
-0.7% -$48K 0.38% 41
2025
Q1 		$6.21M Buy
62,897
+1,750
+3% +$188K 0.34% 42
2024
Q4 		$6.81M Buy
61,147
+7,181
+13% +$754K 0.38% 40
2024
Q3 		$5.19M Buy
53,966
+2,022
+4% +$186K 0.3% 38
2024
Q2 		$5.16M Sell
51,944
-21,765
-30% -$2.34M 0.32% 40
2024
Q1 		$9.02M Buy
73,709
+3,450
+5% +$360K 0.6% 33
2023
Q4 		$6.34M Sell
70,259
-12,886
-15% -$1.14M 0.47% 38
2023
Q3 		$6.74M Sell
83,145
-1,910
-2% -$163K 0.57% 32
2023
Q2 		$7.59M Buy
85,055
+1,037
+1% +$98.2K 0.64% 23
2023
Q1 		$8.41M Buy
84,018
+8,025
+11% +$809K 0.77% 20
2022
Q4 		$6.6M Buy
75,993
+3,984
+6% +$381K 0.65% 25
2022
Q3 		$6.79M Buy
72,009
+42,761
+146% +$4.58M 0.75% 20
2022
Q2 		$2.76M Buy
29,248
+902
+3% +$100K 0.3% 40
2022
Q1 		$3.89M Buy
28,346
+5,801
+26% +$839K 0.38% 32
2021
Q4 		$3.49M Buy
22,545
+1,655
+8% +$267K 0.34% 34
2021
Q3 		$3.53M Buy
+20,890
New +$3.72M 0.46% 29

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

JB Capital's DIS Position: Q2 2026 in Review

JB Capital increased its Walt Disney (DIS) stake by 30% in Q2 2026, buying an estimated $1.4M and bringing the position to 59,224 shares worth $5.7M. The position accounts for 0.2% of the portfolio, ranked #59.

JB Capital first reported a position in DIS in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.02M in Q1 2024. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • JB Capital held 59,224 shares of Walt Disney worth $5.7M as of Q2 2026.
  • JB Capital bought 13,723 Walt Disney shares in Q2 2026, an estimated $1.4M.
  • Walt Disney made up 0.2% of JB Capital's portfolio in Q2 2026, its #59 holding.
  • JB Capital first reported a position in Walt Disney in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's Walt Disney position peaked at $9.02M in Q1 2024.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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