WPC
DIS icon

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
Q3 		$3M Buy
28,073
+10,559
+60% +$1.08M 0.07% 149
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's DIS Position: Q3 2026 in Review

Wedmont Private Capital increased its Walt Disney (DIS) stake by 60% in Q3 2026, buying an estimated $1.08M and bringing the position to 28,073 shares worth $3M. The position accounts for 0.07% of the portfolio, ranked #149.

Wedmont Private Capital first reported a position in DIS in Q4 2021 and has held it in 20 quarters since. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Wedmont Private Capital held 28,073 shares of Walt Disney worth $3M as of Q3 2026.
  • Wedmont Private Capital bought 10,559 Walt Disney shares in Q3 2026, an estimated $1.08M.
  • Walt Disney made up 0.07% of Wedmont Private Capital's portfolio in Q3 2026, its #149 holding.
  • Wedmont Private Capital first reported a position in Walt Disney in Q4 2021 and has held it in 20 quarters since.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.