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Walt Disney Company shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $504k 4.4k 114.51
2025-06-30 $545k 4.4k 124.01
2025-03-31 $374k 3.8k 98.70
2024-12-31 $510k 4.6k 111.34
2024-09-30 $394k 4.1k 96.18
2024-06-30 $489k 4.9k 99.29
2024-03-31 $590k 5.2k 112.61
2023-12-31 $415k 4.6k 90.30

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

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