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WESCAP Management Group’s Walt Disney DIS Stock Holding History

WESCAP Management Group’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
Q1 		$591K Sell
6,133
-368
-6% -$38.9K 0.12% 84
2025
Q4 		$740K Sell
6,501
-233
-3% -$25.7K 0.15% 75
2025
Q3 		$771K Sell
6,734
-1
-0% -$118 0.16% 72
2025
Q2 		$835K Sell
6,735
-306
-4% -$31.8K 0.19% 67
2025
Q1 		$695K Hold
7,041
– – 0.17% 68
2024
Q4 		$784K Hold
7,041
– – 0.19% 67
2024
Q3 		$677K Sell
7,041
-53
-0.7% -$4.88K 0.17% 65
2024
Q2 		$704K Buy
7,094
+40
+0.6% +$4.31K 0.2% 65
2024
Q1 		$863K Sell
7,054
-497
-7% -$51.9K 0.25% 61
2023
Q4 		$682K Sell
7,551
-215
-3% -$19K 0.22% 60
2023
Q3 		$629K Sell
7,766
-310
-4% -$26.5K 0.22% 60
2023
Q2 		$721K Sell
8,076
-103
-1% -$9.76K 0.25% 59
2023
Q1 		$819K Sell
8,179
-1,113
-12% -$112K 0.29% 58
2022
Q4 		$807K Sell
9,292
-696
-7% -$66.6K 0.28% 56
2022
Q3 		$942K Buy
9,988
+767
+8% +$82.1K 0.36% 51
2022
Q2 		$870K Sell
9,221
-1,194
-11% -$133K 0.3% 56
2022
Q1 		$1.43M Hold
10,415
– – 0.4% 50
2021
Q4 		$1.61M Sell
10,415
-155
-1% -$25K 0.45% 47
2021
Q3 		$1.79M Sell
10,570
-60
-0.6% -$10.7K 0.52% 41
2021
Q2 		$1.87M Buy
10,630
+45
+0.4% +$8.09K 0.54% 39
2021
Q1 		$1.95M Buy
10,585
+1,845
+21% +$340K 0.54% 40
2020
Q4 		$1.58M Sell
8,740
-270
-3% -$38.8K 0.47% 43
2020
Q3 		$1.12M Sell
9,010
-80
-0.9% -$10K 0.37% 47
2020
Q2 		$1.01M Buy
9,090
+151
+2% +$16.7K 0.36% 49
2020
Q1 		$863K Sell
8,939
-246
-3% -$31.1K 0.36% 49
2019
Q4 		$1.33M Sell
9,185
-373
-4% -$52.1K 0.52% 42
2019
Q3 		$1.25M Buy
9,558
+179
+2% +$24.8K 0.51% 43
2019
Q2 		$1.31M Sell
9,379
-450
-5% -$59.7K 0.54% 40
2019
Q1 		$1.09M Sell
9,829
-261
-3% -$29.2K 0.47% 44
2018
Q4 		$1.11M Sell
10,090
-65
-0.6% -$7.39K 0.53% 39
2018
Q3 		$1.19M Sell
10,155
-2,349
-19% -$261K 0.6% 40
2018
Q2 		$1.31M Buy
12,504
+700
+6% +$71.6K 0.63% 38
2018
Q1 		$1.19M Sell
11,804
-60
-0.5% -$6.38K 0.47% 45
2017
Q4 		$1.27M Buy
11,864
+430
+4% +$44.3K 0.5% 48
2017
Q3 		$1.13M Sell
11,434
-93
-0.8% -$9.57K 0.51% 42
2017
Q2 		$1.22M Sell
11,527
-59
-0.5% -$6.46K 0.58% 40
2017
Q1 		$1.31M Sell
11,586
-2,126
-16% -$234K 0.64% 39
2016
Q4 		$1.43M Buy
13,712
+2,762
+25% +$269K 0.73% 30
2016
Q3 		$1.02M Sell
10,950
-63
-0.6% -$6.03K 0.53% 37
2016
Q2 		$1.08M Buy
11,013
+288
+3% +$28.8K 0.53% 39
2016
Q1 		$1.06M Sell
10,725
-330
-3% -$31.9K 0.54% 35
2015
Q4 		$1.16M Buy
+11,055
New +$1.23M 0.63% 30

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESCAP Management Group's DIS Position: Q1 2026 in Review

WESCAP Management Group reduced its Walt Disney (DIS) stake by 5.7% in Q1 2026, selling an estimated $38.9K and leaving 6,133 shares worth $591K. The position accounts for 0.12% of the portfolio, ranked #84.

WESCAP Management Group first reported a position in DIS in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.95M in Q1 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • WESCAP Management Group held 6,133 shares of Walt Disney worth $591K as of Q1 2026.
  • WESCAP Management Group sold 368 Walt Disney shares in Q1 2026, an estimated $38.9K.
  • Walt Disney made up 0.12% of WESCAP Management Group's portfolio in Q1 2026, its #84 holding.
  • WESCAP Management Group first reported a position in Walt Disney in Q4 2015 and has held it in 42 quarters since.
  • WESCAP Management Group's Walt Disney position peaked at $1.95M in Q1 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.