Trifecta Capital Advisors’s Walt Disney DIS Stock Holding History

Trifecta Capital Advisors’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	$143K	Sell	1,359 -6	-0.4%	-$615	0.02%	128
2026 Q2	$131K	Sell	1,365 -99	-7%	-$10.1K	0.02%	135
2026 Q1	$141K	Hold	1,464	–	–	0.02%	128
2025 Q4	$167K	Sell	1,464 -65	-4%	-$7.16K	0.02%	116
2025 Q3	$175K	Sell	1,529 -10	-0.6%	-$1.18K	0.03%	114
2025 Q2	$191K	Sell	1,539 -1	-0.1%	-$104	0.03%	100
2025 Q1	$152K	Sell	1,540 -1	-0.1%	-$107	0.03%	91
2024 Q4	$172K	Sell	1,541 -34	-2%	-$3.57K	0.03%	89
2024 Q3	$152K	Sell	1,575 -1,130	-42%	-$104K	0.03%	92
2024 Q2	$269K	Sell	2,705 -849	-24%	-$91.4K	0.06%	74
2024 Q1	$435K	Sell	3,554 -497	-12%	-$51.9K	0.11%	71
2023 Q4	$366K	Hold	4,051	–	–	0.1%	69
2023 Q3	$328K	Buy	4,051 +277	+7%	+$23.7K	0.11%	70
2023 Q2	$337K	Buy	3,774 +295	+8%	+$27.9K	0.11%	71
2023 Q1	$348K	Buy	3,479 +100	+3%	+$10.1K	0.12%	73
2022 Q4	$294K	Buy	+3,379	New	+$323K	0.12%	77

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Trifecta Capital Advisors's DIS Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its Walt Disney (DIS) stake by 0.44% in Q3 2026, selling an estimated $615 and leaving 1,359 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #128.

Trifecta Capital Advisors first reported a position in DIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $435K in Q1 2024. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Trifecta Capital Advisors held 1,359 shares of Walt Disney worth $143K as of Q3 2026.
Trifecta Capital Advisors sold 6 Walt Disney shares in Q3 2026, an estimated $615.
Walt Disney made up 0.02% of Trifecta Capital Advisors's portfolio in Q3 2026, its #128 holding.
Trifecta Capital Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 16 quarters since.
Trifecta Capital Advisors's Walt Disney position peaked at $435K in Q1 2024.
1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.