WC
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Waterloo Capital’s Walt Disney DIS Stock Holding History

Waterloo Capital’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 		$392K Buy
4,076
+263
+7% +$26.8K 0.02% 402
2026
Q1 		$367K Sell
3,813
-999
-21% -$106K 0.03% 364
2025
Q4 		$547K Buy
4,812
+546
+13% +$60.1K 0.04% 283
2025
Q3 		$488K Sell
4,266
-524
-11% -$61.7K 0.04% 283
2025
Q2 		$594K Buy
4,790
+1,321
+38% +$137K 0.05% 241
2025
Q1 		$342K Buy
3,469
+331
+11% +$35.6K 0.03% 299
2024
Q4 		$349K Buy
3,138
+97
+3% +$10.2K 0.04% 280
2024
Q3 		$293K Sell
3,041
-2,928
-49% -$269K 0.03% 298
2024
Q2 		$593K Sell
5,969
-1,974
-25% -$212K 0.07% 202
2024
Q1 		$972K Buy
7,943
+1,900
+31% +$198K 0.12% 152
2023
Q4 		$546K Buy
+6,043
New +$533K 0.09% 198
2020
Q1 		$209K Buy
+2,161
New +$273K 0.15% 142

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 $3.38T AUM 44.17% 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

Waterloo Capital's DIS Position: Q2 2026 in Review

Waterloo Capital increased its Walt Disney (DIS) stake by 6.9% in Q2 2026, buying an estimated $26.8K and bringing the position to 4,076 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #402.

Waterloo Capital first reported a position in DIS in Q1 2020 and has held it in 12 quarters since. The position peaked at $972K in Q1 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Waterloo Capital held 4,076 shares of Walt Disney worth $392K as of Q2 2026.
  • Waterloo Capital bought 263 Walt Disney shares in Q2 2026, an estimated $26.8K.
  • Walt Disney made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #402 holding.
  • Waterloo Capital first reported a position in Walt Disney in Q1 2020 and has held it in 12 quarters since.
  • Waterloo Capital's Walt Disney position peaked at $972K in Q1 2024.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.