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Disclosery

Beaton Management Co. Inc.: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaton Management Co. Inc. on MDLZ, newest first. How the timeline and the estimate are built.

Beaton Management Co. Inc. held 12,598 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,598 shares
    Change vs previous 13F -2,783 shares

    0.3% of the 13F portfolio, value $729,000.

    13F-HR 0001714678-26-000003 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,381 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $887,000.

    13F-HR 0001714678-26-000002 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,381 shares
    Change vs previous 13F -126 shares

    0.36% of the 13F portfolio, value $828,000.

    13F-HR 0001714678-26-000001 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,507 shares
    Change vs previous 13F -850 shares

    0.44% of the 13F portfolio, value $969,000.

    13F-HR 0001714678-25-000006 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,357 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,103,000.

    13F-HR 0001714678-25-000005 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,357 shares
    Change vs previous 13F -200 shares

    0.58% of the 13F portfolio, value $1,110,000.

    13F-HR 0001714678-25-000004 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,557 shares
    Change vs previous 13F -134 shares

    0.49% of the 13F portfolio, value $979,000.

    13F-HR 0001714678-25-000001 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,691 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,230,000.

    13F-HR 0001714678-24-000004 filed by Beaton Management Co. Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).