McDonough Capital Management’s Walt Disney DIS Stock Holding History

McDonough 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
2025 Q4	–	Sell	-2,881	Closed	-$330K	–	53
2025 Q3	$330K	Sell	2,881 -954	-25%	-$112K	0.17%	39
2025 Q2	$476K	Sell	3,835 -150	-4%	-$15.6K	0.27%	34
2025 Q1	$393K	Sell	3,985 -398	-9%	-$42.8K	0.26%	36
2024 Q4	$488K	Sell	4,383 -267	-6%	-$28K	0.3%	31
2024 Q3	$447K	Sell	4,650 -679	-13%	-$62.5K	0.31%	31
2024 Q2	$529K	Sell	5,329 -65	-1%	-$7K	0.39%	29
2024 Q1	$660K	Sell	5,394 -667	-11%	-$69.7K	0.52%	26
2023 Q4	$547K	Sell	6,061 -1,150	-16%	-$101K	0.47%	26
2023 Q3	$585K	Sell	7,211 -1,359	-16%	-$116K	0.55%	24
2023 Q2	$765K	Sell	8,570 -2,106	-20%	-$200K	0.7%	23
2023 Q1	$1.07M	Sell	10,676 -428	-4%	-$43.1K	1.1%	21
2022 Q4	$964K	Sell	11,104 -2,125	-16%	-$203K	1.12%	18
2022 Q3	$1.25M	Sell	13,229 -889	-6%	-$95.1K	1.43%	18
2022 Q2	$1.33M	Sell	14,118 -1,134	-7%	-$126K	1.47%	18
2022 Q1	$2.09M	Sell	15,252 -39	-0.3%	-$5.64K	1.82%	15
2021 Q4	$2.37M	Buy	+15,291	New	+$2.47M	1.93%	15

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

McDonough Capital Management's DIS Position: Q4 2025 in Review

McDonough Capital Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,881 shares — an estimated $330K sold.

McDonough Capital Management first reported a position in DIS in Q4 2021 and held it in 16 quarters. The position peaked at $2.37M in Q4 2021. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

McDonough Capital Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
McDonough Capital Management sold 2,881 Walt Disney shares in Q4 2025, an estimated $330K.
McDonough Capital Management first reported a position in Walt Disney in Q4 2021 and held it in 16 quarters.
McDonough Capital Management's Walt Disney position peaked at $2.37M in Q4 2021.
3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on McDonough Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.