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HOLDERNESS INVESTMENTS CO: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOLDERNESS INVESTMENTS CO on MDLZ, newest first. How the timeline and the estimate are built.

HOLDERNESS INVESTMENTS CO held 7,213 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,213 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $417,200.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 7,413 shares
    Change vs previous 13F -609 shares

    0.09% of the 13F portfolio, value $427,285.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 8,022 shares
    Change vs previous 13F -2,277 shares

    0.09% of the 13F portfolio, value $431,824.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    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 10,299 shares
    Change vs previous 13F -1,491 shares

    0.13% of the 13F portfolio, value $643,379.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    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 11,790 shares
    Change vs previous 13F -251 shares

    0.17% of the 13F portfolio, value $795,118.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    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 12,041 shares
    Change vs previous 13F +353 shares

    0.19% of the 13F portfolio, value $816,982.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    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 11,688 shares
    Change vs previous 13F +423 shares

    0.15% of the 13F portfolio, value $698,124.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    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 11,265 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $829,893.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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