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Regatta Capital Group’s Walt Disney DIS Stock Holding History

Regatta Capital Group’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 		$3.71M Buy
38,547
+1,729
+5% +$176K 0.5% 34
2026
Q1 		$3.55M Buy
36,818
+1,466
+4% +$155K 0.54% 33
2025
Q4 		$4.02M Buy
35,352
+970
+3% +$107K 0.61% 30
2025
Q3 		$3.94M Buy
34,382
+42
+0.1% +$4.95K 0.62% 29
2025
Q2 		$4.26M Buy
34,340
+851
+3% +$88.4K 0.73% 27
2025
Q1 		$3.31M Sell
33,489
-4,106
-11% -$441K 0.64% 28
2024
Q4 		$4.19M Buy
37,595
+1,427
+4% +$150K 0.81% 24
2024
Q3 		$3.48M Sell
36,168
-508
-1% -$46.7K 0.68% 27
2024
Q2 		$3.64M Buy
36,676
+2,262
+7% +$244K 0.78% 23
2024
Q1 		$4.21M Buy
34,414
+921
+3% +$96.2K 0.95% 20
2023
Q4 		$3.02M Buy
33,493
+232
+0.7% +$20.5K 0.8% 28
2023
Q3 		$2.7M Buy
33,261
+2,298
+7% +$196K 0.86% 22
2023
Q2 		$2.76M Buy
30,963
+1,359
+5% +$129K 0.88% 19
2023
Q1 		$2.57M Hold
29,604
– – 0.92% 22
2022
Q4 		$2.57M Sell
29,604
-2,442
-8% -$234K 0.92% 22
2022
Q3 		$3.02M Buy
32,046
+2,802
+10% +$300K 1.24% 17
2022
Q2 		$2.76M Sell
29,244
-2,677
-8% -$297K 1.32% 15
2022
Q1 		$4.38M Sell
31,921
-786
-2% -$114K 1.51% 14
2021
Q4 		$5.07M Buy
+32,707
New +$5.28M 1.77% 11

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Regatta Capital Group's DIS Position: Q2 2026 in Review

Regatta Capital Group increased its Walt Disney (DIS) stake by 4.7% in Q2 2026, buying an estimated $176K and bringing the position to 38,547 shares worth $3.71M. The position accounts for 0.5% of the portfolio, ranked #34.

Regatta Capital Group first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.07M in Q4 2021. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Regatta Capital Group held 38,547 shares of Walt Disney worth $3.71M as of Q2 2026.
  • Regatta Capital Group bought 1,729 Walt Disney shares in Q2 2026, an estimated $176K.
  • Walt Disney made up 0.5% of Regatta Capital Group's portfolio in Q2 2026, its #34 holding.
  • Regatta Capital Group first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Walt Disney position peaked at $5.07M in Q4 2021.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.