Walt Disney Company shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Charter Oak Capital Management 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 Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $324k | 2.8k | 114.49 |
| 2025-06-30 | $356k | 2.9k | 124.01 |
| 2025-03-31 | $371k | 3.8k | 98.71 |
| 2024-12-31 | $407k | 3.7k | 111.34 |
| 2024-09-30 | $351k | 3.6k | 96.18 |
| 2024-06-30 | $362k | 3.6k | 99.28 |
| 2024-03-31 | $484k | 4.0k | 122.35 |
| 2023-12-31 | $346k | 3.8k | 90.29 |
| 2023-09-30 | $327k | 4.0k | 81.06 |
| 2023-06-30 | $362k | 4.1k | 89.29 |
| 2023-03-31 | $407k | 4.1k | 100.14 |
| 2022-12-31 | $354k | 4.1k | 86.89 |
| 2022-09-30 | $402k | 4.3k | 94.26 |
| 2022-06-30 | $405k | 4.3k | 94.30 |
| 2022-03-31 | $597k | 4.3k | 137.27 |
| 2021-12-31 | $647k | 4.2k | 154.93 |
| 2021-09-30 | $668k | 3.9k | 169.24 |
| 2021-06-30 | $674k | 3.8k | 175.70 |
| 2021-03-31 | $662k | 3.6k | 184.45 |
| 2020-12-31 | $641k | 3.5k | 181.12 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management