SEC 13F Intelligence

Kings Point Capital Management / DIS

Kings Point Capital Management’s Disney Walt Co Position

Does Kings Point Capital Management own Disney Walt Co (DIS)? Yes122.2K shares worth $17M (+1.46% of its 13F portfolio) as of Q1 2022, up from 116.7K shares the prior filed quarter.

Position Value
$17M
Q1 2022
Shares
122.2K
% of Portfolio
+1.46%
Quarters Held
14
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $10MQ2 ’19: $13MQ2 ’19Q3 ’19: $12MQ4 ’19: $14MQ4 ’19Q1 ’20: $11MQ2 ’20: $12MQ2 ’20Q3 ’20: $14MQ4 ’20: $21MQ4 ’20Q1 ’21: $20MQ2 ’21: $19MQ2 ’21Q3 ’21: $19MQ4 ’21: $18MQ4 ’21Q1 ’22: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022122.2K$17M+1.46%
Q4 2021116.7K$18M+1.48%
Q3 2021111.8K$19M+1.68%
Q2 2021107.3K$19M+1.71%
Q1 2021106.3K$20M+1.93%
Q4 2020114.8K$21M+2.22%
Q3 2020116.4K$14M+1.80%
Q2 2020111.5K$12M+1.80%
Q1 2020111.6K$11M+1.90%
Q4 201997.9K$14M+2.09%
Q3 201994.7K$12M+2.09%
Q2 201993.1K$13M+2.37%
Q1 201993.6K$10M+2.07%
Q4 201891.9K$10M+2.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kings Point Capital Management’s full portfolio or all institutional holders of DIS.