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MV Capital Management’s Walt Disney DIS Stock Holding History

MV 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 		$346K Sell
3,593
-20
-0.6% -$2.11K 0.03% 147
2025
Q4 		$411K Sell
3,613
-23
-0.6% -$2.53K 0.04% 133
2025
Q3 		$416K Buy
3,636
+7
+0.2% +$824 0.04% 132
2025
Q2 		$450K Sell
3,629
-3
-0.1% -$312 0.05% 127
2025
Q1 		$358K Buy
3,632
+58
+2% +$6.23K 0.04% 136
2024
Q4 		$398K Buy
3,574
+8
+0.2% +$840 0.04% 129
2024
Q3 		$343K Sell
3,566
-6
-0.2% -$552 0.04% 138
2024
Q2 		$355K Sell
3,572
-34
-0.9% -$3.66K 0.04% 132
2024
Q1 		$441K Sell
3,606
-7,214
-67% -$754K 0.05% 121
2023
Q4 		$977K Sell
10,820
-9,508
-47% -$838K 0.12% 85
2023
Q3 		$1.65M Buy
20,328
+207
+1% +$17.7K 0.22% 69
2023
Q2 		$1.8M Sell
20,121
-358
-2% -$33.9K 0.24% 59
2023
Q1 		$2.05M Buy
20,479
+154
+0.8% +$15.5K 0.29% 52
2022
Q4 		$1.77M Sell
20,325
-414
-2% -$39.6K 0.27% 57
2022
Q3 		$1.96M Buy
20,739
+3,454
+20% +$370K 0.34% 42
2022
Q2 		$1.63M Buy
17,285
+75
+0.4% +$8.32K 0.28% 60
2022
Q1 		$2.36M Buy
17,210
+610
+4% +$88.2K 0.36% 49
2021
Q4 		$2.57M Buy
16,600
+1,922
+13% +$310K 0.37% 47
2021
Q3 		$2.48M Buy
14,678
+854
+6% +$152K 0.41% 43
2021
Q2 		$2.43M Buy
13,824
+205
+2% +$36.9K 0.41% 41
2021
Q1 		$2.51M Buy
13,619
+1,387
+11% +$256K 0.46% 34
2020
Q4 		$2.22M Buy
12,232
+1,427
+13% +$205K 0.42% 33
2020
Q3 		$1.34M Buy
10,805
+1,359
+14% +$170K 0.28% 42
2020
Q2 		$1.05M Buy
9,446
+1,743
+23% +$192K 0.25% 39
2020
Q1 		$744K Buy
7,703
+952
+14% +$120K 0.19% 48
2019
Q4 		$976K Buy
6,751
+591
+10% +$82.5K 0.21% 52
2019
Q3 		$803K Buy
6,160
+217
+4% +$30K 0.18% 51
2019
Q2 		$830K Buy
5,943
+240
+4% +$31.8K 0.19% 50
2019
Q1 		$633K Sell
5,703
-261
-4% -$29.2K 0.15% 57
2018
Q4 		$654K Buy
5,964
+354
+6% +$40.2K 0.18% 51
2018
Q3 		$656K Sell
5,610
-86
-2% -$9.57K 0.16% 45
2018
Q2 		$597K Buy
5,696
+55
+1% +$5.63K 0.15% 43
2018
Q1 		$567K Sell
5,641
-8
-0.1% -$850 0.15% 49
2017
Q4 		$607K Sell
5,649
-12
-0.2% -$1.24K 0.17% 51
2017
Q3 		$558K Sell
5,661
-271
-5% -$27.9K 0.16% 51
2017
Q2 		$630K Buy
5,932
+117
+2% +$12.8K 0.19% 49
2017
Q1 		$659K Sell
5,815
-144
-2% -$15.9K 0.21% 45
2016
Q4 		$621K Sell
5,959
-319
-5% -$31.1K 0.22% 42
2016
Q3 		$583K Sell
6,278
-451
-7% -$43.2K 0.21% 43
2016
Q2 		$658K Buy
6,729
+693
+11% +$69.3K 0.24% 40
2016
Q1 		$599K Buy
6,036
+188
+3% +$18.1K 0.24% 41
2015
Q4 		$615K Buy
5,848
+1,086
+23% +$121K 0.24% 47
2015
Q3 		$487K Buy
4,762
+597
+14% +$65K 0.22% 45
2015
Q2 		$475K Buy
4,165
+340
+9% +$37.3K 0.19% 47
2015
Q1 		$401K Buy
3,825
+467
+14% +$47.1K 0.17% 44
2014
Q4 		$316K Buy
+3,358
New +$303K 0.14% 49

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

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

MV Capital Management reduced its Walt Disney (DIS) stake by 0.55% in Q1 2026, selling an estimated $2.11K and leaving 3,593 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #147.

MV Capital Management first reported a position in DIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.57M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • MV Capital Management held 3,593 shares of Walt Disney worth $346K as of Q1 2026.
  • MV Capital Management sold 20 Walt Disney shares in Q1 2026, an estimated $2.11K.
  • Walt Disney made up 0.03% of MV Capital Management's portfolio in Q1 2026, its #147 holding.
  • MV Capital Management first reported a position in Walt Disney in Q4 2014 and has held it in 46 quarters since.
  • MV Capital Management's Walt Disney position peaked at $2.57M in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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