WCM
DIS icon

Wisconsin Capital Management’s Walt Disney DIS Stock Holding History

Wisconsin 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
2022
Q2 		– Sell
-1,937
Closed -$266K – 49
2022
Q1 		$266K Hold
1,937
– – 0.13% 48
2021
Q4 		$300K Hold
1,937
– – 0.12% 52
2021
Q3 		$328K Hold
1,937
– – 0.13% 50
2021
Q2 		$340K Hold
1,937
– – 0.13% 49
2021
Q1 		$357K Sell
1,937
-563
-23% -$104K 0.15% 46
2020
Q4 		$453K Buy
+2,500
New +$359K 0.17% 45
2020
Q1 		– Sell
-34,965
Closed -$5.06M – 51
2019
Q4 		$5.06M Buy
34,965
+1,150
+3% +$161K 2.47% 19
2019
Q3 		$4.41M Buy
33,815
+1,040
+3% +$144K 2.34% 19
2019
Q2 		$4.58M Buy
32,775
+14,312
+78% +$1.9M 2.45% 15
2019
Q1 		$2.05M Buy
18,463
+2,500
+16% +$279K 1.83% 28
2018
Q4 		$1.75M Buy
+15,963
New +$1.81M 1.85% 26
2014
Q4 		$7.81M Buy
82,897
+4,330
+6% +$390K 2.78% 2
2014
Q3 		$7M Sell
78,567
-183
-0.2% -$16.1K 2.59% 4
2014
Q2 		$6.75M Sell
78,750
-560
-0.7% -$45.7K 2.48% 7
2014
Q1 		$6.35M Sell
79,310
-25
-0% -$1.94K 2.44% 6
2013
Q4 		$6.06M Sell
79,335
-20,800
-21% -$1.44M 2.39% 10
2013
Q3 		$6.46M Sell
100,135
-8,100
-7% -$519K 2.75% 3
2013
Q2 		$6.83M Buy
+108,235
New +$6.84M 2.9% 3

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wisconsin Capital Management's DIS Position: Q2 2022 in Review

Wisconsin Capital Management sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,937 shares — an estimated $266K sold.

Wisconsin Capital Management first reported a position in DIS in Q2 2013 and held it in 18 quarters. The position peaked at $7.81M in Q4 2014. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Wisconsin Capital Management reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Wisconsin Capital Management sold 1,937 Walt Disney shares in Q2 2022, an estimated $266K.
  • Wisconsin Capital Management first reported a position in Walt Disney in Q2 2013 and held it in 18 quarters.
  • Wisconsin Capital Management's Walt Disney position peaked at $7.81M in Q4 2014.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Wisconsin Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.