YCM
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Yousif Capital Management’s Walt Disney DIS Stock Holding History

Yousif 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 		$17.3M Sell
179,975
-15,883
-8% -$1.62M 0.19% 82
2026
Q1 		$18.9M Sell
195,858
-9,136
-4% -$966K 0.22% 69
2025
Q4 		$22.6M Sell
204,994
-11,945
-6% -$1.32M 0.25% 62
2025
Q3 		$24.8M Sell
216,939
-11,991
-5% -$1.41M 0.27% 52
2025
Q2 		$28.4M Sell
228,930
-3,432
-1% -$357K 0.31% 44
2025
Q1 		$22.9M Sell
232,362
-2,368
-1% -$254K 0.27% 55
2024
Q4 		$26.1M Sell
234,730
-7,221
-3% -$759K 0.29% 48
2024
Q3 		$23.3M Sell
241,951
-3,492
-1% -$321K 0.25% 61
2024
Q2 		$24.4M Sell
245,443
-6,051
-2% -$651K 0.28% 54
2024
Q1 		$30.8M Sell
251,494
-3,506
-1% -$366K 0.34% 40
2023
Q4 		$23M Sell
255,000
-12,165
-5% -$1.07M 0.27% 51
2023
Q3 		$21.7M Sell
267,165
-8,300
-3% -$709K 0.28% 55
2023
Q2 		$24.6M Sell
275,465
-3,137
-1% -$297K 0.3% 52
2023
Q1 		$27.9M Sell
278,602
-13,713
-5% -$1.38M 0.36% 37
2022
Q4 		$25.4M Buy
292,315
+10,033
+4% +$960K 0.33% 44
2022
Q3 		$26.6M Buy
282,282
+1,060
+0.4% +$113K 0.38% 36
2022
Q2 		$26.5M Sell
281,222
-5,230
-2% -$580K 0.35% 43
2022
Q1 		$39.3M Buy
286,452
+3,921
+1% +$567K 0.43% 27
2021
Q4 		$43.8M Buy
+282,531
New +$45.6M 0.45% 23

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

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

Yousif Capital Management reduced its Walt Disney (DIS) stake by 8.1% in Q2 2026, selling an estimated $1.62M and leaving 179,975 shares worth $17.3M. The position accounts for 0.19% of the portfolio, ranked #82.

Yousif Capital Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $43.8M in Q4 2021. 742 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Yousif Capital Management held 179,975 shares of Walt Disney worth $17.3M as of Q2 2026.
  • Yousif Capital Management sold 15,883 Walt Disney shares in Q2 2026, an estimated $1.62M.
  • Walt Disney made up 0.19% of Yousif Capital Management's portfolio in Q2 2026, its #82 holding.
  • Yousif Capital Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Walt Disney position peaked at $43.8M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.