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KG&L Capital Management’s Walt Disney DIS Stock Holding History

KG&L 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
Q1 		– Sell
-4,196
Closed -$471K – 150
2025
Q4 		$471K Sell
4,196
-212
-5% -$23.3K 0.12% 149
2025
Q3 		$498K Sell
4,408
-177
-4% -$20.8K 0.13% 132
2025
Q2 		$560K Sell
4,585
-421
-8% -$43.7K 0.17% 108
2025
Q1 		$491K Sell
5,006
-223
-4% -$24K 0.16% 123
2024
Q4 		$576K Sell
5,229
-2,294
-30% -$241K 0.19% 106
2024
Q3 		$721K Buy
7,523
+21
+0.3% +$1.93K 0.23% 92
2024
Q2 		$741K Buy
7,502
+1,469
+24% +$158K 0.26% 87
2024
Q1 		$730K Buy
6,033
+569
+10% +$59.4K 0.29% 70
2023
Q4 		$492K Sell
5,464
-609
-10% -$53.7K 0.21% 96
2023
Q3 		$492K Sell
6,073
-505
-8% -$43.1K 0.24% 85
2023
Q2 		$587K Sell
6,578
-1,832
-22% -$174K 0.28% 75
2023
Q1 		$842K Buy
8,410
+1,913
+29% +$193K 0.44% 51
2022
Q4 		$564K Sell
6,497
-1,361
-17% -$130K 0.33% 65
2022
Q3 		$741K Sell
7,858
-1,982
-20% -$212K 0.42% 60
2022
Q2 		$929K Sell
9,840
-4,287
-30% -$476K 0.5% 48
2022
Q1 		$1.94M Buy
14,127
+1,601
+13% +$231K 0.81% 32
2021
Q4 		$1.94M Buy
12,526
+3,392
+37% +$548K 0.78% 34
2021
Q3 		$1.54M Buy
9,134
+1,524
+20% +$272K 0.68% 42
2021
Q2 		$1.34M Buy
7,610
+3,932
+107% +$707K 0.61% 43
2021
Q1 		$679K Sell
3,678
-26
-0.7% -$4.79K 0.34% 65
2020
Q4 		$671K Sell
3,704
-6,536
-64% -$938K 0.37% 68
2020
Q3 		$1.27M Buy
10,240
+1,116
+12% +$139K 0.8% 34
2020
Q2 		$1.02M Buy
9,124
+1,235
+16% +$136K 0.78% 39
2020
Q1 		$762K Buy
7,889
+5,581
+242% +$706K 0.76% 37
2019
Q4 		$333K Buy
+2,308
New +$322K 0.28% 71

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KG&L Capital Management's DIS Position: Q1 2026 in Review

KG&L Capital Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 4,196 shares — an estimated $471K sold.

KG&L Capital Management first reported a position in DIS in Q4 2019 and held it in 25 quarters. The position peaked at $1.94M in Q4 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • KG&L Capital Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 4,196 Walt Disney shares in Q1 2026, an estimated $471K.
  • KG&L Capital Management first reported a position in Walt Disney in Q4 2019 and held it in 25 quarters.
  • KG&L Capital Management's Walt Disney position peaked at $1.94M in Q4 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.