Sitrin Capital Management
DIS icon

Sitrin Capital Management’s Walt Disney DIS Stock Holding History

Sitrin 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
Q3 		$682K Hold
6,500
– – 0.31% 35
2026
Q2 		$630K Hold
6,500
– – 0.28% 38
2026
Q1 		$626K Buy
+6,500
New +$687K 0.31% 36
2019
Q3 		– Sell
-1,467
Closed -$205K – 39
2019
Q2 		$205K Buy
+1,467
New +$195K 0.11% 36
2016
Q2 		– Sell
-2,716
Closed -$270K – 37
2016
Q1 		$270K Buy
+2,716
New +$262K 0.21% 34

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sitrin Capital Management's DIS Position: Q3 2026 in Review

Sitrin Capital Management held its Walt Disney (DIS) position steady in Q3 2026 at 6,500 shares worth $682K. The position accounts for 0.31% of the portfolio, ranked #35.

Sitrin Capital Management first reported a position in DIS in Q1 2016 and has held it in 5 quarters since. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Sitrin Capital Management held 6,500 shares of Walt Disney worth $682K as of Q3 2026.
  • Sitrin Capital Management left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up 0.31% of Sitrin Capital Management's portfolio in Q3 2026, its #35 holding.
  • Sitrin Capital Management first reported a position in Walt Disney in Q1 2016 and has held it in 5 quarters since.
  • 1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Sitrin Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.