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Walt Disney Company shares owned by Crown Wealth Group

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group investment in Walt Disney Company

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All positions including Walt Disney Company held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 1.9k 114.50
2025-06-30 $249k 2.0k 124.01
2023-03-31 $257k 2.6k 100.13

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Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Calamos Etf Tr Russell 2000 Str (CPRY)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Large Cap Max Bu (DMAX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Crown Wealth Group

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
FMR
State Farm Mutual Automobile Insurance Company
Northern Trust
Jennison Associates
Ubs Global Asset Management Americas
Bank of New York Mellon
Ameriprise Financial
Loomis, Sayles and
Nuveen

View all funds holding Walt Disney Company