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Money Concepts Capital’s Walt Disney DIS Stock Holding History

Money Concepts 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
2026
Q1 		$1.22M Buy
12,686
+1,848
+17% +$195K 0.07% 259
2025
Q4 		$1.23M Buy
10,838
+2,128
+24% +$234K 0.07% 243
2025
Q3 		$997K Sell
8,710
-393
-4% -$46.3K 0.06% 251
2025
Q2 		$1.13M Buy
9,103
+339
+4% +$35.2K 0.08% 226
2025
Q1 		$865K Buy
8,764
+977
+13% +$105K 0.06% 235
2024
Q4 		$867K Buy
7,787
+4,230
+119% +$444K 0.06% 231
2024
Q3 		$342K Sell
3,557
-48
-1% -$4.42K 0.03% 326
2024
Q2 		$358K Buy
3,605
+273
+8% +$29.4K 0.03% 314
2024
Q1 		$408K Sell
3,332
-497
-13% -$51.9K 0.04% 307
2023
Q4 		$346K Buy
3,829
+5
+0.1% +$441 0.03% 319
2023
Q3 		$310K Sell
3,824
-27
-0.7% -$2.31K 0.03% 292
2023
Q2 		$344K Sell
3,851
-524
-12% -$49.6K 0.04% 293
2023
Q1 		$438K Sell
4,375
-14,107
-76% -$1.42M 0.02% 306
2022
Q4 		$1.61M Buy
18,482
+13,467
+269% +$1.29M 0.07% 212
2022
Q3 		$473K Buy
5,015
+211
+4% +$22.6K 0.03% 303
2022
Q2 		$462K Sell
4,804
-10,602
-69% -$1.18M 0.04% 290
2022
Q1 		$2.11M Buy
15,406
+10,998
+250% +$1.59M 0.12% 184
2021
Q4 		$683K Buy
+4,408
New +$712K 0.06% 262
2021
Q1 		$1.37M Buy
7,415
+1,914
+35% +$353K 0.11% 184
2020
Q4 		$997K Buy
+5,501
New +$790K 0.09% 187

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's DIS Position: Q1 2026 in Review

Money Concepts Capital increased its Walt Disney (DIS) stake by 17% in Q1 2026, buying an estimated $195K and bringing the position to 12,686 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #259.

Money Concepts Capital first reported a position in DIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.11M in Q1 2022. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Money Concepts Capital held 12,686 shares of Walt Disney worth $1.22M as of Q1 2026.
  • Money Concepts Capital bought 1,848 Walt Disney shares in Q1 2026, an estimated $195K.
  • Walt Disney made up 0.07% of Money Concepts Capital's portfolio in Q1 2026, its #259 holding.
  • Money Concepts Capital first reported a position in Walt Disney in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Walt Disney position peaked at $2.11M in Q1 2022.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.