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Walt Disney Company shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Walt Disney Company by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 15k 122.37
2023-12-31 $1.5M 17k 90.29
2023-09-30 $861k 4.8k 178.77
2023-06-30 $614k 6.9k 89.28

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View all positions for Kingswood Wealth Advisors

Top funds holding Walt Disney Company

Vanguard Group
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Royal Bank of Canada
Legal & General Group
Amundi
Bank of New York Mellon
Franklin Resources
Newport Trust
Jennison Associates
Goldman Sachs Group

View all funds holding Walt Disney Company