Royal Capital Wealth Management’s Walt Disney DIS Stock Holding History

Royal Capital Wealth 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	$414K	Hold	4,300	–	–	0.26%	57
2025 Q4	$489K	Hold	4,300	–	–	0.29%	51
2025 Q3	$492K	Sell	4,300 -40	-0.9%	-$4.71K	0.3%	51
2025 Q2	$538K	Hold	4,340	–	–	0.36%	46
2025 Q1	$428K	Hold	4,340	–	–	0.3%	51
2024 Q4	$483K	Hold	4,340	–	–	0.34%	44
2024 Q3	$417K	Hold	4,340	–	–	0.3%	56
2024 Q2	$431K	Hold	4,340	–	–	0.32%	48
2024 Q1	$531K	Buy	4,340 +1,600	+58%	+$167K	0.42%	42
2023 Q4	$247K	Sell	2,740 -90	-3%	-$7.93K	0.21%	78
2023 Q3	$229K	Sell	2,830 -100	-3%	-$8.54K	0.22%	76
2023 Q2	$262K	Buy	2,930 +20	+0.7%	+$1.9K	0.25%	74
2023 Q1	$291K	Hold	2,910	–	–	0.29%	72
2022 Q4	$253K	Sell	2,910 -130	-4%	-$12.4K	0.27%	75
2022 Q3	$287K	Hold	3,040	–	–	0.33%	66
2022 Q2	$287K	Hold	3,040	–	–	0.31%	71
2022 Q1	$417K	Buy	3,040 +300	+11%	+$43.4K	0.41%	59
2021 Q4	$424K	Buy	+2,740	New	+$443K	0.41%	61

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Capital Wealth Management's DIS Position: Q1 2026 in Review

Royal Capital Wealth Management held its Walt Disney (DIS) position steady in Q1 2026 at 4,300 shares worth $414K. The position accounts for 0.26% of the portfolio, ranked #57.

Royal Capital Wealth Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $538K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Royal Capital Wealth Management held 4,300 shares of Walt Disney worth $414K as of Q1 2026.
Royal Capital Wealth Management left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.26% of Royal Capital Wealth Management's portfolio in Q1 2026, its #57 holding.
Royal Capital Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
Royal Capital Wealth Management's Walt Disney position peaked at $538K in Q2 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.