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Liberty Capital Management’s Walt Disney DIS Stock Holding History

Liberty 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 		$278K Buy
+2,890
New +$295K 0.05% 156
2025
Q4 		$566K Sell
4,976
-860
-15% -$94.7K 0.11% 112
2025
Q3 		$668K Hold
5,836
– – 0.13% 102
2025
Q2 		$724K Sell
5,836
-47
-0.8% -$4.88K 0.15% 99
2025
Q1 		$581K Buy
5,883
+47
+0.8% +$5.05K 0.13% 104
2024
Q4 		$650K Sell
5,836
-792
-12% -$83.2K 0.14% 97
2024
Q3 		$638K Buy
6,628
+292
+5% +$26.9K 0.14% 98
2024
Q2 		$629K Sell
6,336
-500
-7% -$53.8K 0.15% 97
2024
Q1 		$836K Sell
6,836
-31
-0.5% -$3.24K 0.21% 89
2023
Q4 		$620K Sell
6,867
-2,345
-25% -$207K 0.16% 95
2023
Q3 		$747K Sell
9,212
-15,614
-63% -$1.33M 0.22% 86
2023
Q2 		$2.22M Buy
24,826
+370
+2% +$35.1K 0.66% 47
2023
Q1 		$2.45M Buy
24,456
+126
+0.5% +$12.7K 0.81% 41
2022
Q4 		$2.11M Sell
24,330
-2,730
-10% -$261K 0.73% 45
2022
Q3 		$2.55M Buy
27,060
+166
+0.6% +$17.8K 0.96% 34
2022
Q2 		$2.54M Sell
26,894
-1,517
-5% -$168K 0.9% 40
2022
Q1 		$3.9M Sell
28,411
-120
-0.4% -$17.3K 1.14% 28
2021
Q4 		$4.42M Sell
28,531
-555
-2% -$89.6K 1.19% 25
2021
Q3 		$4.92M Buy
29,086
+7
+0% +$1.25K 1.45% 21
2021
Q2 		$5.11M Buy
29,079
+72
+0.2% +$12.9K 1.55% 20
2021
Q1 		$5.35M Sell
29,007
-237
-0.8% -$43.7K 1.85% 17
2020
Q4 		$5.3M Buy
+29,244
New +$4.2M 1.92% 14
2020
Q2 		$3.12M Sell
27,996
-1,270
-4% -$140K 1.35% 26
2020
Q1 		$2.83M Buy
29,266
+116
+0.4% +$14.7K 1.48% 23
2019
Q4 		$4.22M Sell
29,150
-103
-0.4% -$14.4K 1.74% 21
2019
Q3 		$3.81M Sell
29,253
-133
-0.5% -$18.4K 1.68% 22
2019
Q2 		$4.1M Sell
29,386
-66
-0.2% -$8.75K 1.84% 18
2019
Q1 		$3.27M Buy
29,452
+602
+2% +$67.3K 1.65% 21
2018
Q4 		$3.16M Buy
28,850
+477
+2% +$54.2K 1.94% 19
2018
Q3 		$3.32M Sell
28,373
-92
-0.3% -$10.2K 1.73% 21
2018
Q2 		$2.98M Sell
28,465
-221
-0.8% -$22.6K 1.74% 20
2018
Q1 		$2.88M Sell
28,686
-148
-0.5% -$15.7K 1.74% 22
2017
Q4 		$3.24M Buy
28,834
+560
+2% +$57.7K 1.72% 20
2017
Q3 		$2.81M Buy
28,274
+488
+2% +$50.2K 1.54% 24
2017
Q2 		$2.88M Buy
27,786
+165
+0.6% +$18.1K 1.75% 21
2017
Q1 		$3.13M Sell
27,621
-196
-0.7% -$21.6K 1.88% 14
2016
Q4 		$3M Buy
27,817
+340
+1% +$33.2K 1.95% 13
2016
Q3 		$2.54M Buy
27,477
+2,085
+8% +$200K 1.66% 19
2016
Q2 		$2.48M Sell
25,392
-581
-2% -$58.1K 1.68% 20
2016
Q1 		$2.58M Buy
25,973
+800
+3% +$77.2K 1.93% 16
2015
Q4 		$2.65M Buy
25,173
+688
+3% +$76.7K 2% 17
2015
Q3 		$2.5M Buy
24,485
+1,825
+8% +$199K 1.97% 17
2015
Q2 		$2.59M Buy
22,660
+1,655
+8% +$182K 1.74% 21
2015
Q1 		$2.2M Buy
+21,005
New +$2.12M 1.47% 26

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Liberty Capital Management opened a new position in Walt Disney (DIS) in Q2 2026: 2,890 shares worth $278K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in DIS as recently as Q4 2025.

Liberty Capital Management first reported a position in DIS in Q1 2015 and has held it in 44 quarters since. The position peaked at $5.35M in Q1 2021. 1,492 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Liberty Capital Management held 2,890 shares of Walt Disney worth $278K as of Q2 2026.
  • Walt Disney was a new Liberty Capital Management position in Q2 2026.
  • Walt Disney made up 0.05% of Liberty Capital Management's portfolio in Q2 2026, its #156 holding.
  • Liberty Capital Management first reported a position in Walt Disney in Q1 2015 and has held it in 44 quarters since.
  • Liberty Capital Management's Walt Disney position peaked at $5.35M in Q1 2021.
  • 1,492 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.