Walt Disney Company shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Walt Disney Company by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.8M | 15k | 124.01 |
| 2025-03-31 | $1.4M | 14k | 98.70 |
| 2024-12-31 | $1.6M | 15k | 111.35 |
| 2024-09-30 | $1.2M | 12k | 96.19 |
| 2024-06-30 | $1.2M | 12k | 99.29 |
| 2024-03-31 | $1.6M | 13k | 122.36 |
| 2023-12-31 | $1.2M | 13k | 90.29 |
| 2023-09-30 | $791k | 9.8k | 81.05 |
| 2023-06-30 | $872k | 9.8k | 89.28 |
| 2023-03-31 | $925k | 9.2k | 100.12 |