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Nelson Capital Management’s Walt Disney DIS Stock Holding History

Nelson 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 		$3.7M Buy
38,485
+314
+0.8% +$32K 0.41% 36
2026
Q1 		$3.68M Buy
38,171
+1,344
+4% +$142K 0.45% 37
2025
Q4 		$4.19M Buy
36,827
+1,465
+4% +$161K 0.49% 37
2025
Q3 		$4.05M Buy
35,362
+1,504
+4% +$177K 0.48% 39
2025
Q2 		$4.2M Buy
33,858
+2,749
+9% +$286K 0.56% 36
2025
Q1 		$3.07M Buy
31,109
+7,694
+33% +$827K 0.53% 44
2024
Q4 		$2.61M Buy
23,415
+352
+2% +$37K 0.43% 54
2024
Q3 		$2.22M Buy
23,063
+1,467
+7% +$135K 0.37% 59
2024
Q2 		$2.14M Sell
21,596
-411
-2% -$44.2K 0.38% 58
2024
Q1 		$2.69M Buy
22,007
+1,660
+8% +$173K 0.51% 51
2023
Q4 		$1.84M Sell
20,347
-1,262
-6% -$111K 0.41% 55
2023
Q3 		$1.75M Buy
21,609
+459
+2% +$39.2K 0.43% 56
2023
Q2 		$1.89M Sell
21,150
-188
-0.9% -$17.8K 0.49% 54
2023
Q1 		$2.14M Sell
21,338
-62
-0.3% -$6.25K 0.61% 51
2022
Q4 		$1.86M Buy
21,400
+194
+0.9% +$18.6K 0.55% 52
2022
Q3 		$2M Sell
21,206
-321
-1% -$34.4K 0.59% 51
2022
Q2 		$2.03M Sell
21,527
-955
-4% -$106K 0.56% 46
2022
Q1 		$3.08M Sell
22,482
-31,003
-58% -$4.48M 0.6% 52
2021
Q4 		$8.28M Sell
53,485
-401
-0.7% -$64.8K 1.53% 20
2021
Q3 		$9.12M Sell
53,886
-262
-0.5% -$46.7K 1.81% 13
2021
Q2 		$9.52M Buy
54,148
+96
+0.2% +$17.3K 1.93% 15
2021
Q1 		$9.97M Sell
54,052
-731
-1% -$135K 2.13% 11
2020
Q4 		$9.93M Sell
54,783
-18,179
-25% -$2.61M 2.13% 12
2020
Q3 		$9.05M Sell
72,962
-1,608
-2% -$201K 1.58% 21
2020
Q2 		$8.31M Buy
74,570
+540
+0.7% +$59.6K 1.81% 22
2020
Q1 		$7.15M Buy
74,030
+20,601
+39% +$2.6M 1.92% 19
2019
Q4 		$7.73M Buy
53,429
+492
+0.9% +$68.7K 1.62% 23
2019
Q3 		$6.9M Sell
52,937
-610
-1% -$84.3K 1.64% 25
2019
Q2 		$7.48M Buy
53,547
+110
+0.2% +$14.6K 1.77% 21
2019
Q1 		$5.93M Buy
53,437
+1,653
+3% +$185K 1.48% 28
2018
Q4 		$5.68M Buy
51,784
+27,608
+114% +$3.14M 1.58% 24
2018
Q3 		$2.83M Buy
24,176
+856
+4% +$95.3K 0.65% 48
2018
Q2 		$2.44M Buy
23,320
+364
+2% +$37.2K 0.63% 49
2018
Q1 		$2.31M Sell
22,956
-286
-1% -$30.4K 0.6% 51
2017
Q4 		$2.5M Sell
23,242
-25
-0.1% -$2.58K 0.78% 44
2017
Q3 		$2.29M Buy
23,267
+130
+0.6% +$13.4K 0.76% 46
2017
Q2 		$2.46M Sell
23,137
-31,740
-58% -$3.48M 0.83% 46
2017
Q1 		$6.22M Buy
54,877
+1,333
+2% +$147K 2.09% 14
2016
Q4 		$5.58M Sell
53,544
-2,215
-4% -$216K 1.95% 21
2016
Q3 		$5.18M Buy
55,759
+1,516
+3% +$145K 1.84% 30
2016
Q2 		$5.31M Buy
54,243
+753
+1% +$75.3K 1.99% 22
2016
Q1 		$5.31M Sell
53,490
-24,740
-32% -$2.39M 2% 22
2015
Q4 		$8.22M Sell
78,230
-2,020
-3% -$225K 3.16% 3
2015
Q3 		$8.2M Buy
80,250
+3,031
+4% +$330K 3.14% 5
2015
Q2 		$8.81M Buy
77,219
+3,785
+5% +$416K 3.19% 3
2015
Q1 		$7.7M Sell
73,434
-7,689
-9% -$776K 2.78% 8
2014
Q4 		$7.64M Sell
81,123
-800
-1% -$72.1K 2.83% 11
2014
Q3 		$7.29M Sell
81,923
-150
-0.2% -$13.2K 2.75% 13
2014
Q2 		$7.04M Buy
82,073
+4,160
+5% +$340K 2.82% 12
2014
Q1 		$6.24M Buy
77,913
+3,036
+4% +$235K 2.74% 11
2013
Q4 		$5.72M Sell
74,877
-912
-1% -$63.2K 2.54% 11
2013
Q3 		$4.89M Buy
75,789
+930
+1% +$59.6K 2.33% 16
2013
Q2 		$4.73M Buy
+74,859
New +$4.73M 2.42% 15

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Nelson Capital Management increased its Walt Disney (DIS) stake by 0.82% in Q2 2026, buying an estimated $32K and bringing the position to 38,485 shares worth $3.7M. The position accounts for 0.41% of the portfolio, ranked #36.

Nelson Capital Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.97M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Nelson Capital Management held 38,485 shares of Walt Disney worth $3.7M as of Q2 2026.
  • Nelson Capital Management bought 314 Walt Disney shares in Q2 2026, an estimated $32K.
  • Walt Disney made up 0.41% of Nelson Capital Management's portfolio in Q2 2026, its #36 holding.
  • Nelson Capital Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Nelson Capital Management's Walt Disney position peaked at $9.97M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.