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Kathmere Capital Management’s Walt Disney DIS Stock Holding History

Kathmere Capital Management’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 		$764K Buy
7,942
+661
+9% +$67.4K 0.04% 300
2026
Q1 		$702K Buy
7,281
+429
+6% +$45.3K 0.04% 281
2025
Q4 		$780K Buy
6,852
+613
+10% +$67.5K 0.05% 234
2025
Q3 		$714K Buy
6,239
+307
+5% +$36.2K 0.05% 232
2025
Q2 		$736K Buy
5,932
+1,619
+38% +$168K 0.06% 208
2025
Q1 		$426K Sell
4,313
-449
-9% -$48.3K 0.04% 273
2024
Q4 		$530K Buy
4,762
+1,204
+34% +$126K 0.05% 212
2024
Q3 		$342K Buy
3,558
+234
+7% +$21.5K 0.03% 270
2024
Q2 		$330K Sell
3,324
-960
-22% -$103K 0.03% 243
2024
Q1 		$524K Buy
4,284
+1,491
+53% +$156K 0.06% 159
2023
Q4 		$252K Sell
2,793
-2,144
-43% -$189K 0.03% 235
2023
Q3 		$400K Buy
4,937
+411
+9% +$35.1K 0.06% 150
2023
Q2 		$404K Buy
4,526
+2,137
+89% +$202K 0.06% 132
2023
Q1 		$239K Buy
+2,389
New +$241K 0.04% 178
2021
Q1 		– Sell
-293
Closed -$53K – 206
2020
Q4 		$53K Sell
293
-76
-21% -$10.9K 0.01% 236
2020
Q3 		$46K Sell
369
-1,592
-81% -$199K 0.01% 230
2020
Q2 		$219K Buy
+1,961
New +$216K 0.06% 102

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kathmere Capital Management's DIS Position: Q2 2026 in Review

Kathmere Capital Management increased its Walt Disney (DIS) stake by 9.1% in Q2 2026, buying an estimated $67.4K and bringing the position to 7,942 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #300.

Kathmere Capital Management first reported a position in DIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $780K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Kathmere Capital Management held 7,942 shares of Walt Disney worth $764K as of Q2 2026.
  • Kathmere Capital Management bought 661 Walt Disney shares in Q2 2026, an estimated $67.4K.
  • Walt Disney made up 0.04% of Kathmere Capital Management's portfolio in Q2 2026, its #300 holding.
  • Kathmere Capital Management first reported a position in Walt Disney in Q2 2020 and has held it in 17 quarters since.
  • Kathmere Capital Management's Walt Disney position peaked at $780K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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