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Little House Capital’s Walt Disney DIS Stock Holding History

Little House 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
2024
Q4 		– Sell
-3,460
Closed -$333K – 114
2024
Q3 		$333K Sell
3,460
-1,826
-35% -$168K 0.1% 101
2024
Q2 		$525K Sell
5,286
-10,976
-67% -$1.18M 0.16% 96
2024
Q1 		$1.99M Buy
16,262
+11,954
+277% +$1.25M 0.66% 42
2023
Q4 		$389K Sell
4,308
-247
-5% -$21.8K 0.14% 101
2023
Q3 		$369K Sell
4,555
-119
-3% -$10.2K 0.15% 101
2023
Q2 		$417K Sell
4,674
-54
-1% -$5.12K 0.18% 94
2023
Q1 		$473K Buy
4,728
+128
+3% +$12.9K 0.22% 92
2022
Q4 		$400K Sell
4,600
-24
-0.5% -$2.3K 0.2% 92
2022
Q3 		$436K Sell
4,624
-10
-0.2% -$1.07K 0.23% 86
2022
Q2 		$437K Sell
4,634
-6,104
-57% -$677K 0.24% 88
2022
Q1 		$1.47M Buy
10,738
+5,524
+106% +$799K 0.75% 45
2021
Q4 		$808K Sell
5,214
-7,831
-60% -$1.26M 0.43% 67
2021
Q3 		$2.21M Sell
13,045
-2,009
-13% -$358K 1.29% 22
2021
Q2 		$2.65M Buy
+15,054
New +$2.71M 1.43% 17
2021
Q1 		– Sell
-12,387
Closed -$2.24M – 118
2020
Q4 		$2.24M Sell
12,387
-2,065
-14% -$296K 1.66% 16
2020
Q3 		$1.79M Buy
14,452
+34
+0.2% +$4.25K 1.49% 23
2020
Q2 		$1.61M Sell
14,418
-4,599
-24% -$508K 1.48% 24
2020
Q1 		$1.84M Buy
19,017
+611
+3% +$77.2K 2% 17
2019
Q4 		$2.68M Sell
18,406
-7,319
-28% -$1.02M 2.32% 10
2019
Q3 		$3.35M Buy
25,725
+386
+2% +$53.4K 2.54% 8
2019
Q2 		$3.57K Buy
25,339
+201
+0.8% +$26.7K 2.39% 10
2019
Q1 		$2.79M Buy
25,138
+1,133
+5% +$127K 2.09% 9
2018
Q4 		$2.63M Buy
+24,005
New +$2.73M 2.54% 9

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Little House Capital's DIS Position: Q4 2024 in Review

Little House Capital sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 3,460 shares — an estimated $333K sold.

Little House Capital first reported a position in DIS in Q4 2018 and held it in 23 quarters. The position peaked at $3.35M in Q3 2019. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Little House Capital reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Little House Capital sold 3,460 Walt Disney shares in Q4 2024, an estimated $333K.
  • Little House Capital first reported a position in Walt Disney in Q4 2018 and held it in 23 quarters.
  • Little House Capital's Walt Disney position peaked at $3.35M in Q3 2019.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Little House Capital's 13F filing for Q4 2024, filed 30 Jan 2025.