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.
| 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 |
| 2024 Q4 | REDUCED | 12,111 | -476 | -3.8% | 0.32% | $1.3M | $110.13 |
| 2024 Q3 | REDUCED | 12,587 | -1,418 | -10.1% | 0.29% | $1.2M | $94.72 |
| 2024 Q2 | REDUCED | 14,005 | -65 | -0.5% | 0.37% | $1.4M | $97.32 |
| 2024 Q1 | REDUCED | 14,070 | -99 | -0.7% | 0.47% | $1.7M | $119.93 |
| 2023 Q4 | ADDED | 14,169 | +45 | +0.3% | 1.12% | $1.3M | $88.50 |
| 2023 Q3 | INITIATED | 14,124 | — | — | 0.38% | $1.1M | — |
As of 2025 Q4 — sorted by position size