Marsico Capital Management’s Walt Disney DIS Stock Holding History

Marsico 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	-88,607	Closed	-$10.1M	–	68
2025 Q4	$10.1M	Sell	88,607 -73,994	-46%	-$8.15M	0.28%	53
2025 Q3	$18.6M	Sell	162,601 -507,644	-76%	-$59.8M	0.48%	40
2025 Q2	$83.1M	Buy	+670,245	New	+$69.6M	2.25%	18
2025 Q1	–	Sell	-42,811	Closed	-$4.77M	–	67
2024 Q4	$4.77M	Buy	+42,811	New	+$4.5M	0.13%	58
2022 Q4	–	Sell	-29,199	Closed	-$2.75M	–	69
2022 Q3	$2.75M	Sell	29,199 -14,424	-33%	-$1.54M	0.15%	65
2022 Q2	$4.12M	Sell	43,623 -436,798	-91%	-$48.5M	0.2%	60
2022 Q1	$65.9M	Sell	480,421 -104	-0%	-$15K	2.3%	15
2021 Q4	$74.4M	Sell	480,525 -407,652	-46%	-$65.8M	2.17%	22
2021 Q3	$150M	Sell	888,177 -357,935	-29%	-$63.8M	4.6%	5
2021 Q2	$219M	Sell	1,246,112 -180,473	-13%	-$32.5M	5.42%	5
2021 Q1	$263M	Buy	1,426,585 +323,981	+29%	+$59.7M	6.86%	3
2020 Q4	$200M	Buy	1,102,604 +643,009	+140%	+$92.3M	5.18%	5
2020 Q3	$57M	Buy	459,595 +427,437	+1,329%	+$53.4M	1.58%	19
2020 Q2	$3.59M	Buy	+32,158	New	+$3.55M	0.11%	75
2019 Q3	–	Sell	-1,133,518	Closed	-$158M	–	85
2019 Q2	$158M	Sell	1,133,518 -24,718	-2%	-$3.28M	5.65%	6
2019 Q1	$129M	Buy	1,158,236 +1,117,590	+2,750%	+$125M	4.64%	9
2018 Q4	$4.46M	Hold	40,646	–	–	0.19%	54
2018 Q3	$4.75M	Buy	+40,646	New	+$4.52M	0.16%	60
2017 Q3	–	Sell	-217,230	Closed	-$23.1M	–	99
2017 Q2	$23.1M	Sell	217,230 -687,379	-76%	-$75.3M	0.97%	24
2017 Q1	$103M	Buy	904,609 +9,315	+1%	+$1.03M	4.44%	8
2016 Q4	$93.3M	Buy	+895,294	New	+$87.3M	4.13%	8
2016 Q3	–	Sell	-96,017	Closed	-$9.39M	–	93
2016 Q2	$9.39M	Hold	96,017	–	–	0.33%	47
2016 Q1	$9.54M	Sell	96,017 -1,611,336	-94%	-$156M	0.28%	49
2015 Q4	$179M	Sell	1,707,353 -3,059,758	-64%	-$341M	3.17%	14
2015 Q3	$487M	Sell	4,767,111 -587,985	-11%	-$64M	5.08%	2
2015 Q2	$611M	Sell	5,355,096 -97,092	-2%	-$10.7M	5.4%	3
2015 Q1	$572M	Buy	5,452,188 +549,479	+11%	+$55.4M	4.82%	4
2014 Q4	$462M	Sell	4,902,709 -113,277	-2%	-$10.2M	3.71%	9
2014 Q3	$447M	Sell	5,015,986 -376,950	-7%	-$33.2M	3.49%	8
2014 Q2	$462M	Buy	5,392,936 +13,028	+0.2%	+$1.06M	3.35%	12
2014 Q1	$431M	Sell	5,379,908 -186,185	-3%	-$14.4M	3.11%	9
2013 Q4	$425M	Buy	5,566,093 +357,982	+7%	+$24.8M	3.01%	11
2013 Q3	$336M	Sell	5,208,111 -193,779	-4%	-$12.4M	2.48%	16
2013 Q2	$341M	Buy	+5,401,890	New	+$341M	2.14%	19

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marsico Capital Management's DIS Position: Q1 2026 in Review

Marsico Capital Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 88,607 shares — an estimated $10.1M sold.

Marsico Capital Management first reported a position in DIS in Q2 2013 and held it in 34 quarters. The position peaked at $611M in Q2 2015. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Marsico Capital Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Marsico Capital Management sold 88,607 Walt Disney shares in Q1 2026, an estimated $10.1M.
Marsico Capital Management first reported a position in Walt Disney in Q2 2013 and held it in 34 quarters.
Marsico Capital Management's Walt Disney position peaked at $611M in Q2 2015.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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