Walt Disney Company shares owned by Caldwell Trust
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 11k | 114.50 |
| 2021-12-31 | $8.2M | 53k | 154.89 |
| 2021-09-30 | $9.0M | 53k | 169.17 |
| 2021-06-30 | $8.9M | 51k | 175.77 |
| 2021-03-31 | $9.4M | 51k | 184.52 |
| 2020-12-31 | $9.2M | 51k | 181.18 |
| 2020-09-30 | $6.3M | 51k | 124.08 |
| 2020-06-30 | $5.9M | 53k | 111.51 |
| 2020-03-31 | $5.1M | 53k | 96.60 |
| 2019-12-31 | $7.3M | 50k | 144.63 |