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Whitener Capital Management’s Walt Disney DIS Stock Holding History

Whitener 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 		$326K Sell
3,392
-207
-6% -$21.1K 0.07% 152
2026
Q1 		$347K Sell
3,599
-420
-10% -$44.4K 0.08% 143
2025
Q4 		$457K Sell
4,019
-180
-4% -$19.8K 0.1% 122
2025
Q3 		$481K Sell
4,199
-3
-0.1% -$353 0.12% 115
2025
Q2 		$521K Sell
4,202
-97
-2% -$10.1K 0.14% 104
2025
Q1 		$424K Sell
4,299
-201
-4% -$21.6K 0.12% 116
2024
Q4 		$501K Sell
4,500
-400
-8% -$42K 0.14% 103
2024
Q3 		$471K Sell
4,900
-916
-16% -$84.3K 0.13% 106
2024
Q2 		$577K Buy
5,816
+204
+4% +$22K 0.17% 95
2024
Q1 		$687K Sell
5,612
-139
-2% -$14.5K 0.22% 82
2023
Q4 		$519K Sell
5,751
-218
-4% -$19.2K 0.19% 92
2023
Q3 		$484K Sell
5,969
-366
-6% -$31.3K 0.19% 87
2023
Q2 		$566K Hold
6,335
– – 0.22% 82
2023
Q1 		$634K Sell
6,335
-1,175
-16% -$118K 0.27% 74
2022
Q4 		$652K Sell
7,510
-3,188
-30% -$305K 0.29% 70
2022
Q3 		$1.01M Buy
10,698
+343
+3% +$36.7K 0.48% 50
2022
Q2 		$977K Sell
10,355
-4,697
-31% -$521K 0.44% 54
2022
Q1 		$2.06M Buy
15,052
+255
+2% +$36.9K 0.78% 32
2021
Q4 		$2.29M Buy
14,797
+1,236
+9% +$200K 0.82% 32
2021
Q3 		$2.46M Sell
13,561
-325
-2% -$57.9K 1.13% 21
2021
Q2 		$2.44M Buy
13,886
+416
+3% +$74.8K 0.97% 25
2021
Q1 		$2.48M Sell
13,470
-91
-0.7% -$16.8K 1.08% 23
2020
Q4 		$2.46M Buy
13,561
+184
+1% +$26.4K 1.12% 21
2020
Q3 		$1.66M Buy
13,377
+3,360
+34% +$420K 0.8% 34
2020
Q2 		$1.12M Buy
10,017
+560
+6% +$61.8K 0.58% 48
2020
Q1 		$913K Sell
9,457
-925
-9% -$117K 0.59% 47
2019
Q4 		$1.5M Buy
10,382
+4,200
+68% +$586K 0.78% 36
2019
Q3 		$805K Hold
6,182
– – 0.44% 57
2019
Q2 		$863K Buy
6,182
+2,445
+65% +$324K 0.49% 52
2019
Q1 		$414K Buy
3,737
+366
+11% +$40.9K 0.27% 84
2018
Q4 		$369K Buy
3,371
+991
+42% +$113K 0.27% 86
2018
Q3 		$278K Buy
2,380
+201
+9% +$22.4K 0.18% 102
2018
Q2 		$228K Sell
2,179
-100
-4% -$10.2K 0.18% 114
2018
Q1 		$228K Buy
2,279
+29
+1% +$3.08K 0.17% 108
2017
Q4 		$241K Buy
+2,250
New +$232K 0.21% 102

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
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Whitener Capital Management reduced its Walt Disney (DIS) stake by 5.8% in Q2 2026, selling an estimated $21.1K and leaving 3,392 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #152.

Whitener Capital Management first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.48M in Q1 2021. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Whitener Capital Management held 3,392 shares of Walt Disney worth $326K as of Q2 2026.
  • Whitener Capital Management sold 207 Walt Disney shares in Q2 2026, an estimated $21.1K.
  • Walt Disney made up 0.07% of Whitener Capital Management's portfolio in Q2 2026, its #152 holding.
  • Whitener Capital Management first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
  • Whitener Capital Management's Walt Disney position peaked at $2.48M in Q1 2021.
  • 746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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