Skip to content
Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on MDLZ, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 144,927 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,927 shares
    Change vs previous 13F +3,526 shares

    0.61% of the 13F portfolio, value $8,382,593.

    13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & 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 141,401 shares
    Change vs previous 13F +2,769 shares

    0.68% of the 13F portfolio, value $8,150,370.

    13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & 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 138,632 shares
    Change vs previous 13F -1,819 shares

    0.59% of the 13F portfolio, value $7,462,574.

    13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & 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 140,451 shares
    Change vs previous 13F -1,521 shares

    0.8% of the 13F portfolio, value $8,773,969.

    13F-HR 0001577001-25-000003 filed by W.G. Shaheen & Associates DBA Whitney & 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 141,972 shares
    Change vs previous 13F -841 shares

    0.94% of the 13F portfolio, value $9,574,616.

    13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & 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 142,813 shares
    Change vs previous 13F +903 shares

    1.03% of the 13F portfolio, value $9,689,859.

    13F-HR 0001765380-25-000169 filed by W.G. Shaheen & Associates DBA Whitney & 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 141,910 shares
    Change vs previous 13F -266 shares

    0.89% of the 13F portfolio, value $8,476,293.

    13F-HR 0001765380-25-000039 filed by W.G. Shaheen & Associates DBA Whitney & 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 142,176 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $10,474,083.

    13F-HR 0001765380-24-000407 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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