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BOURGEON CAPITAL MANAGEMENT LLC: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOURGEON CAPITAL MANAGEMENT LLC on MDLZ, newest first. How the timeline and the estimate are built.

BOURGEON CAPITAL MANAGEMENT LLC held 244,600 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,600 shares
    Change vs previous 13F -13,877 shares

    2.11% of the 13F portfolio, value $14,147,844.

    13F-HR 0001019056-26-000113 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 258,477 shares
    Change vs previous 13F +67,196 shares

    2.59% of the 13F portfolio, value $14,898,795.

    13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 191,281 shares
    Change vs previous 13F +23,580 shares

    1.68% of the 13F portfolio, value $10,296,697.

    13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 167,701 shares
    Change vs previous 13F -1,053 shares

    1.9% of the 13F portfolio, value $10,476,437.

    13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 168,754 shares
    Change vs previous 13F -965 shares

    2.25% of the 13F portfolio, value $11,380,916.

    13F-HR 0001019056-25-000188 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 169,719 shares
    Change vs previous 13F -4,241 shares

    2.48% of the 13F portfolio, value $11,515,580.

    13F-HR 0001019056-25-000163 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 173,960 shares
    Change vs previous 13F -1,369 shares

    1.94% of the 13F portfolio, value $10,390,777.

    13F-HR 0001019056-25-000017 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 175,329 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $12,916,634.

    13F-HR 0001019056-24-000299 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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