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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
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

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

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

Sitrin Capital Management opened a new position in Walt Disney (DIS) in Q1 2026: 6,500 shares worth $626K. The stake represents 0.31% of the portfolio and ranks #36 among its holdings. This is a return to the name: Sitrin Capital Management previously reported a position in DIS as recently as Q2 2019.

Sitrin Capital Management first reported a position in DIS in Q1 2016 and has held it in 3 quarters since. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sitrin Capital Management held 6,500 shares of Walt Disney worth $626K as of Q1 2026.
  • Walt Disney was a new Sitrin Capital Management position in Q1 2026.
  • Walt Disney made up 0.31% of Sitrin Capital Management's portfolio in Q1 2026, its #36 holding.
  • Sitrin Capital Management first reported a position in Walt Disney in Q1 2016 and has held it in 3 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.