WC
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Westwind Capital’s Walt Disney DIS Stock Holding History

Westwind 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 		$1.32M Buy
+13,741
New +$1.4M 0.31% 68
2020
Q4 		– Sell
-79
Closed -$10K – 39
2020
Q3 		$10K Sell
79
-64,788
-100% -$8.1M ﹤0.01% 34
2020
Q2 		$7.23M Sell
64,867
-582
-0.9% -$64.3K 2.74% 17
2020
Q1 		$6.32M Buy
65,449
+7,636
+13% +$965K 3.27% 16
2019
Q4 		$8.36M Sell
57,813
-65
-0.1% -$9.07K 4.06% 14
2019
Q3 		$7.54M Buy
+57,878
New +$8M 3.98% 15

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Westwind Capital's DIS Position: Q2 2026 in Review

Westwind Capital opened a new position in Walt Disney (DIS) in Q2 2026: 13,741 shares worth $1.32M. The stake represents 0.31% of the portfolio and ranks #68 among its holdings. This is a return to the name: Westwind Capital previously reported a position in DIS as recently as Q3 2020.

Westwind Capital first reported a position in DIS in Q3 2019 and has held it in 6 quarters since. The position peaked at $8.36M in Q4 2019. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Westwind Capital held 13,741 shares of Walt Disney worth $1.32M as of Q2 2026.
  • Walt Disney was a new Westwind Capital position in Q2 2026.
  • Walt Disney made up 0.31% of Westwind Capital's portfolio in Q2 2026, its #68 holding.
  • Westwind Capital first reported a position in Walt Disney in Q3 2019 and has held it in 6 quarters since.
  • Westwind Capital's Walt Disney position peaked at $8.36M in Q4 2019.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.