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Wedmont Private Capital’s Walt Disney DIS Stock Holding History

Wedmont Private 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 		$1.67M Buy
17,514
+572
+3% +$58.3K 0.05% 224
2026
Q1 		$1.68M Sell
16,942
-869
-5% -$91.8K 0.05% 199
2025
Q4 		$2.01M Buy
17,811
+569
+3% +$62.7K 0.07% 161
2025
Q3 		$1.94M Buy
17,242
+1,478
+9% +$174K 0.07% 169
2025
Q2 		$1.9M Sell
15,764
-1,319
-8% -$137K 0.08% 151
2025
Q1 		$1.45M Sell
17,083
-712
-4% -$76.5K 0.07% 163
2024
Q4 		$1.93M Buy
17,795
+1,506
+9% +$158K 0.1% 115
2024
Q3 		$1.5M Buy
16,289
+693
+4% +$63.8K 0.09% 142
2024
Q2 		$1.51M Buy
15,596
+2,435
+19% +$262K 0.1% 131
2024
Q1 		$1.55M Buy
13,161
+830
+7% +$86.7K 0.11% 113
2023
Q4 		$1.13M Buy
12,331
+3,476
+39% +$306K 0.09% 142
2023
Q3 		$750K Buy
8,855
+2,242
+34% +$191K 0.08% 174
2023
Q2 		$586K Sell
6,613
-1,954
-23% -$185K 0.06% 216
2023
Q1 		$864K Buy
8,567
+3,622
+73% +$365K 0.11% 131
2022
Q4 		$464K Sell
4,945
-5,890
-54% -$563K 0.07% 215
2022
Q3 		$1.02M Buy
10,835
+4,104
+61% +$439K 0.21% 77
2022
Q2 		$635K Sell
6,731
-974
-13% -$108K 0.14% 115
2022
Q1 		$1.07M Buy
7,705
+1,394
+22% +$202K 0.24% 71
2021
Q4 		$981K Buy
+6,311
New +$1.02M 0.3% 61

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

Wedmont Private Capital's DIS Position: Q2 2026 in Review

Wedmont Private Capital increased its Walt Disney (DIS) stake by 3.4% in Q2 2026, buying an estimated $58.3K and bringing the position to 17,514 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #224.

Wedmont Private Capital first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q4 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wedmont Private Capital held 17,514 shares of Walt Disney worth $1.67M as of Q2 2026.
  • Wedmont Private Capital bought 572 Walt Disney shares in Q2 2026, an estimated $58.3K.
  • Walt Disney made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #224 holding.
  • Wedmont Private Capital first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Walt Disney position peaked at $2.01M in Q4 2025.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.