Disney (DIS) Stock Concentration Calculator
Calculator · free · no signup · DISQuantify Disney concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Disney
Disney (DIS) is a public Consumer Internet company, incorporated in Delaware and headquartered in Burbank, CA.
Equity grants at Disney typically include restricted stock units (RSUs).
The Walt Disney Company, commonly and globally known as simply Disney, is an American multinational mass media and entertainment conglomerate headquartered at the Walt Disney Studios complex in Burbank, California. Founded on October 16, 1923, as an animation studio by brothers Walt and Roy Oliver Disney as Disney Brothers Cartoon Studio, Disney operated under the names Walt Disney Studio and Walt Disney Productions before adopting its current name in 1986. In 1928, Disney established itself as a leader in the animation industry with the short film Steamboat Willie. The film used synchronized sound to become the first post-produced sound cartoon, and popularized Mickey Mouse, who became Disney's mascot and corporate icon.
Source: Wikipedia (CC BY-SA 4.0)
Walt and Roy Disney founded the studio in 1923, and animation built a library that still anchors the company. Acquisitions assembled the modern portfolio: Pixar in 2006, Marvel in 2009, Lucasfilm in 2012, and most of Twenty-First Century Fox in 2019. Parks and experiences generate the largest operating profit, while the streaming transition through Disney+ traded cable affiliate revenue for subscriber growth and years of losses before reaching profitability. Bob Iger returned as chief executive in 2022. Headquarters are in Burbank, California.
Sources: thewaltdisneycompany.com · en.wikipedia.org
Equity comp at Disney
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Disney.
If a meaningful share of your net worth sits in DIS, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with DIS's option-implied volatility.
All Disney tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Disney equity questions
- How much DIS stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your DIS position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Disney grant ISOs, NSOs, or RSUs?
- Equity compensation at Disney typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Disney RSUs use double-trigger vesting?
- No. Disney restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
Find another companyConsumer Internet peers
One piece of the puzzle.
OptionsAhoy plans your Disney equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.