Ownership history in Cohen Klingenstein LLC Β· 69 quarters on record
This page tracks every 13F SEC filing in which Cohen Klingenstein LLC reported a position in Walt Disney Co. com (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cohen Klingenstein LLC underperformed the S&P 500 by β0.4% annually on this DIS position. Timing score: 49% (23/47 decisions correct). Average cost basis: $82.34. Maximum drawdown during holding period: β56.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
68 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
23 of 47 add/trim decisions correct
Best entry: $19.09 (2008 Q4) Β· Worst: $126.56 (2019 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
6 adds Β· 42 trims. Bought during 1 of 28 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.91% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size