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Lavaca Capital’s Walt Disney DIS Stock Holding History

Lavaca 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
2023
Q2 		– Sell
-1,900
Closed -$206K – 158
2023
Q1 		$206K Sell
1,900
-5,000
-72% -$504K 0.04% 174
2022
Q4 		$735K Hold
6,900
– – 0.23% 92
2022
Q3 		$651K Buy
6,900
+800
+13% +$85.6K 0.23% 88
2022
Q2 		$576K Buy
+6,100
New +$677K 0.09% 126

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

Lavaca Capital's DIS Position: Q1 2026 in Review

Lavaca Capital reduced its Walt Disney (DIS) stake by 0.42% in Q1 2026, selling an estimated $317 and leaving 707 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #144.

Lavaca Capital first reported a position in DIS in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.77M in Q1 2022. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Lavaca Capital held 707 shares of Walt Disney worth $68.1K as of Q1 2026.
  • Lavaca Capital sold 3 Walt Disney shares in Q1 2026, an estimated $317.
  • Walt Disney made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #144 holding.
  • Lavaca Capital first reported a position in Walt Disney in Q4 2018 and has held it in 25 quarters since.
  • Lavaca Capital's Walt Disney position peaked at $3.77M in Q1 2022.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.