DIS — DISNEY WALT CO

Ownership history in KPP Advisory Services LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in DISNEY WALT CO (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.12% (2023 Q4)
Avg. % of fund
0.43%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,483 +77 +0.5% 0.27% $1.9M $113.77
2025 Q3 ADDED 16,406 +676 +4.3% 0.28% $1.9M $113.73
2025 Q2 ADDED 15,730 +1,095 +7.5% 0.49% $2.0M $123.18
2025 Q1 ADDED 14,635 +2,524 +20.8% 0.27% $1.4M $97.62
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DIS price (monthly, adj. close)

Other funds also holding DIS

As of 2025 Q4 — sorted by position size

Granite Group Advisors, LLC 43.54% Oldfield Partners LLP 3Y 7Y 16.26% DENDUR CAPITAL LP 3Y 11.67% Lindsell Train Ltd 3Y 7Y 10.05% DRH Investments, Inc. 3Y 8.94% KAHN BROTHERS GROUP INC 3Y 7Y 7.95% TERRIL BROTHERS, INC. 3Y 7Y 7.29% Corvex Management LP 3Y 7Y 6.76% HS Management Partners, LLC 3Y 7Y 6.17% Saratoga Research & Investment Management 3Y 7Y 6.11%
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