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Walt Disney Company shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Walt Disney Company

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

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Quarterly reported holdings in Walt Disney Company by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $359k 2.9k 122.36
2023-12-31 $304k 3.4k 90.28

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View all positions for Falcon Wealth Planning

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation
Citadel Advisors
Susquehanna International
Royal Bank of Canada
Loomis, Sayles and
Amundi
Legal & General Group

View all funds holding Walt Disney Company