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 Q2	$215K	Hold	2,233	–	–	0.09%	156
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kapstone Financial Advisors's DIS Position: Q2 2026 in Review

Kapstone Financial Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 2,233 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #156.

Kapstone Financial Advisors first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $970K in Q4 2022. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Kapstone Financial Advisors held 2,233 shares of Walt Disney worth $215K as of Q2 2026.
Kapstone Financial Advisors left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #156 holding.
Kapstone Financial Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Walt Disney position peaked at $970K in Q4 2022.
2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.