LCGC
DIS icon

Legacy Capital Group California’s Walt Disney DIS Stock Holding History

Legacy Capital Group California’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 		$1.19M Sell
12,347
-250
-2% -$25.5K 0.36% 75
2026
Q1 		$1.21M Sell
12,597
-10,752
-46% -$1.14M 0.46% 44
2025
Q4 		$2.66M Sell
23,349
-2,864
-11% -$315K 0.64% 26
2025
Q3 		$3M Buy
26,213
+2,801
+12% +$330K 0.76% 21
2025
Q2 		$2.9M Sell
23,412
-337
-1% -$35K 0.8% 20
2025
Q1 		$2.34M Buy
23,749
+7,465
+46% +$802K 0.82% 17
2024
Q4 		$1.81M Buy
16,284
+710
+5% +$74.6K 0.55% 31
2024
Q3 		$1.5M Buy
15,574
+1,048
+7% +$96.4K 0.5% 40
2024
Q2 		$1.44M Buy
14,526
+2,515
+21% +$271K 0.52% 42
2024
Q1 		$1.47M Buy
12,011
+49
+0.4% +$5.12K 0.54% 41
2023
Q4 		$1.08M Buy
11,962
+686
+6% +$60.5K 0.42% 53
2023
Q3 		$914K Buy
11,276
+842
+8% +$71.9K 0.39% 68
2023
Q2 		$932K Buy
10,434
+3,101
+42% +$294K 0.38% 67
2023
Q1 		$734K Buy
+7,333
New +$739K 0.36% 83

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

Legacy Capital Group California's DIS Position: Q2 2026 in Review

Legacy Capital Group California reduced its Walt Disney (DIS) stake by 2% in Q2 2026, selling an estimated $25.5K and leaving 12,347 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #75.

Legacy Capital Group California first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3M in Q3 2025. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Capital Group California held 12,347 shares of Walt Disney worth $1.19M as of Q2 2026.
  • Legacy Capital Group California sold 250 Walt Disney shares in Q2 2026, an estimated $25.5K.
  • Walt Disney made up 0.36% of Legacy Capital Group California's portfolio in Q2 2026, its #75 holding.
  • Legacy Capital Group California first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Walt Disney position peaked at $3M in Q3 2025.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.