Kapstone Financial Advisors’s Walt Disney DIS Stock Holding History

Kapstone Financial Advisors’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 Q1	$215K	Sell	2,233 -25	-1%	-$2.64K	0.11%	132
2025 Q4	$257K	Hold	2,258	–	–	0.13%	98
2025 Q3	$259K	Sell	2,258 -355	-14%	-$41.8K	0.12%	95
2025 Q2	$324K	Sell	2,613 -10	-0.4%	-$1.04K	0.16%	75
2025 Q1	$259K	Buy	2,623 +8	+0.3%	+$860	0.15%	86
2024 Q4	$296K	Sell	2,615 -318	-11%	-$33.4K	0.16%	80
2024 Q3	$282K	Sell	2,933 -883	-23%	-$81.2K	0.17%	82
2024 Q2	$379K	Sell	3,816 -802	-17%	-$86.3K	0.25%	65
2024 Q1	$565K	Sell	4,618 -214	-4%	-$22.4K	0.38%	50
2023 Q4	$458K	Sell	4,832 -1,123	-19%	-$99K	0.36%	56
2023 Q3	$483K	Sell	5,955 -277	-4%	-$23.7K	0.43%	48
2023 Q2	$555K	Sell	6,232 -1,689	-21%	-$160K	0.46%	51
2023 Q1	$799K	Sell	7,921 -650	-8%	-$65.5K	0.72%	28
2022 Q4	$970K	Buy	+8,571	New	+$820K	0.88%	24

Other funds holding DIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kapstone Financial Advisors's DIS Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its Walt Disney (DIS) stake by 1.1% in Q1 2026, selling an estimated $2.64K and leaving 2,233 shares worth $215K. The position accounts for 0.11% of the portfolio, ranked #132.

Kapstone Financial Advisors first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $970K in Q4 2022. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Kapstone Financial Advisors held 2,233 shares of Walt Disney worth $215K as of Q1 2026.
Kapstone Financial Advisors sold 25 Walt Disney shares in Q1 2026, an estimated $2.64K.
Walt Disney made up 0.11% of Kapstone Financial Advisors's portfolio in Q1 2026, its #132 holding.
Kapstone Financial Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Walt Disney position peaked at $970K in Q4 2022.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.