MCM
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Morton Capital Management’s Walt Disney DIS Stock Holding History

Morton 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 		$481K Buy
4,994
+26
+0.5% +$2.65K 0.07% 87
2026
Q1 		$479K Sell
4,968
-174
-3% -$18.4K 0.07% 80
2025
Q4 		$585K Sell
5,142
-515
-9% -$56.7K 0.09% 65
2025
Q3 		$648K Buy
5,657
+2
+0% +$236 0.11% 56
2025
Q2 		$701K Sell
5,655
-349
-6% -$36.3K 0.12% 55
2025
Q1 		$593K Buy
6,004
+191
+3% +$20.5K 0.11% 61
2024
Q4 		$647K Buy
5,813
+125
+2% +$13.1K 0.12% 57
2024
Q3 		$547K Buy
5,688
+241
+4% +$22.2K 0.11% 64
2024
Q2 		$541K Sell
5,447
-272
-5% -$29.3K 0.13% 58
2024
Q1 		$700K Buy
5,719
+170
+3% +$17.8K 0.19% 48
2023
Q4 		$501K Sell
5,549
-335
-6% -$29.5K 0.15% 58
2023
Q3 		$477K Buy
5,884
+349
+6% +$29.8K 0.17% 53
2023
Q2 		$494K Hold
5,535
– – 0.17% 55
2023
Q1 		$554K Sell
5,535
-936
-14% -$94.4K 0.2% 47
2022
Q4 		$562K Buy
6,471
+235
+4% +$22.5K 0.22% 42
2022
Q3 		$588K Buy
6,236
+89
+1% +$9.53K 0.27% 37
2022
Q2 		$580K Sell
6,147
-275
-4% -$30.5K 0.25% 39
2022
Q1 		$881K Buy
6,422
+159
+3% +$23K 0.36% 27
2021
Q4 		$970K Buy
+6,263
New +$1.01M 0.39% 28

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

Morton Capital Management increased its Walt Disney (DIS) stake by 0.52% in Q2 2026, buying an estimated $2.65K and bringing the position to 4,994 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #87.

Morton Capital Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $970K in Q4 2021. 847 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Morton Capital Management held 4,994 shares of Walt Disney worth $481K as of Q2 2026.
  • Morton Capital Management bought 26 Walt Disney shares in Q2 2026, an estimated $2.65K.
  • Walt Disney made up 0.07% of Morton Capital Management's portfolio in Q2 2026, its #87 holding.
  • Morton Capital Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's Walt Disney position peaked at $970K in Q4 2021.
  • 847 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.