Walt Disney Company shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $329k | 4.1k | 81.05 |
| 2023-06-30 | $387k | 4.3k | 89.28 |
| 2023-03-31 | $438k | 4.4k | 100.13 |
| 2022-12-31 | $422k | 4.9k | 86.88 |
| 2022-09-30 | $467k | 5.0k | 94.23 |
| 2022-06-30 | $494k | 5.2k | 94.38 |
| 2022-03-31 | $718k | 5.2k | 137.18 |
| 2021-12-31 | $784k | 5.1k | 154.97 |
| 2021-09-30 | $877k | 5.2k | 169.17 |
| 2021-06-30 | $916k | 5.2k | 175.68 |
| 2021-03-31 | $987k | 5.3k | 184.52 |
| 2020-12-31 | $869k | 4.8k | 181.12 |
| 2020-09-30 | $611k | 4.9k | 124.11 |
| 2020-06-30 | $381k | 3.4k | 111.44 |
| 2020-03-31 | $448k | 4.6k | 96.64 |
| 2019-12-31 | $2.2M | 15k | 144.59 |
| 2019-09-30 | $2.0M | 16k | 130.32 |
| 2019-06-30 | $472k | 3.4k | 139.73 |
| 2019-03-31 | $378k | 3.4k | 110.98 |
| 2018-12-31 | $358k | 3.3k | 109.61 |
| 2018-09-30 | $382k | 3.3k | 116.82 |
| 2018-06-30 | $359k | 3.4k | 104.88 |
| 2018-03-31 | $359k | 3.6k | 100.53 |
| 2017-12-31 | $434k | 4.0k | 107.61 |