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Wedge Capital Management’s Walt Disney DIS Stock Holding History

Wedge 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
Q2 		$33.9M Buy
352,069
+28,777
+9% +$2.93M 0.56% 62
2026
Q1 		$31.2M Buy
323,292
+15,781
+5% +$1.67M 0.58% 59
2025
Q4 		$35M Buy
307,511
+33,519
+12% +$3.69M 0.63% 42
2025
Q3 		$31.4M Sell
273,992
-46,337
-14% -$5.46M 0.53% 68
2025
Q2 		$39.7M Buy
320,329
+316,707
+8,744% +$32.9M 0.71% 40
2025
Q1 		$357K Buy
3,622
+7
+0.2% +$752 0.01% 481
2024
Q4 		$403K Hold
3,615
– – 0.01% 479
2024
Q3 		$348K Buy
3,615
+270
+8% +$24.8K 0.01% 477
2024
Q2 		$332K Sell
3,345
-240
-7% -$25.8K 0.01% 462
2024
Q1 		$439K Sell
3,585
-145
-4% -$15.1K 0.01% 458
2023
Q4 		$337K Buy
+3,730
New +$329K 0.01% 459
2023
Q3 		– Sell
-3,574
Closed -$319K – 496
2023
Q2 		$319K Sell
3,574
-75
-2% -$7.11K 0.01% 490
2023
Q1 		$365K Buy
3,649
+377
+12% +$38K 0.01% 335
2022
Q4 		$284K Sell
3,272
-154
-4% -$14.7K ﹤0.01% 358
2022
Q3 		$323K Buy
+3,426
New +$367K 0.01% 337
2021
Q2 		– Sell
-1,668
Closed -$308K – 429
2021
Q1 		$308K Buy
1,668
+358
+27% +$66K ﹤0.01% 439
2020
Q4 		$237K Buy
+1,310
New +$188K ﹤0.01% 509
2020
Q1 		– Sell
-1,437
Closed -$208K – 541
2019
Q4 		$208K Buy
+1,437
New +$201K ﹤0.01% 533
2019
Q2 		– Sell
-2,384
Closed -$265K – 609
2019
Q1 		$265K Buy
2,384
+326
+16% +$36.4K ﹤0.01% 540
2018
Q4 		$226K Sell
2,058
-82
-4% -$9.32K ﹤0.01% 533
2018
Q3 		$250K Buy
2,140
+149
+7% +$16.6K ﹤0.01% 542
2018
Q2 		$209K Buy
+1,991
New +$204K ﹤0.01% 566
2018
Q1 		– Sell
-1,930
Closed -$207K – 587
2017
Q4 		$207K Buy
+1,930
New +$199K ﹤0.01% 570
2015
Q3 		– Sell
-499,885
Closed -$57.1M – 592
2015
Q2 		$57.1M Buy
499,885
+41,675
+9% +$4.58M 0.55% 42
2015
Q1 		$48.1M Buy
+458,210
New +$46.2M 0.48% 82

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Wedge Capital Management's DIS Position: Q2 2026 in Review

Wedge Capital Management increased its Walt Disney (DIS) stake by 8.9% in Q2 2026, buying an estimated $2.93M and bringing the position to 352,069 shares worth $33.9M. The position accounts for 0.56% of the portfolio, ranked #62.

Wedge Capital Management first reported a position in DIS in Q1 2015 and has held it in 25 quarters since. The position peaked at $57.1M in Q2 2015. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wedge Capital Management held 352,069 shares of Walt Disney worth $33.9M as of Q2 2026.
  • Wedge Capital Management bought 28,777 Walt Disney shares in Q2 2026, an estimated $2.93M.
  • Walt Disney made up 0.56% of Wedge Capital Management's portfolio in Q2 2026, its #62 holding.
  • Wedge Capital Management first reported a position in Walt Disney in Q1 2015 and has held it in 25 quarters since.
  • Wedge Capital Management's Walt Disney position peaked at $57.1M in Q2 2015.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.