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Colonial Trust Advisors: MDLZ position timeline

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

Colonial Trust Advisors held 2,529 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,529 shares
    Change vs previous 13F -254 shares

    0.01% of the 13F portfolio, value $146,270.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 820 shares
    • Colonial Trust Co / SC: 1,709 shares

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

  2. period ended2026-03-31
    13F 2,783 shares
    Change vs previous 13F +789 shares

    0.01% of the 13F portfolio, value $160,404.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 870 shares
    • Colonial Trust Co / SC: 1,913 shares

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

  3. period ended2025-12-31
    13F 1,994 shares
    Change vs previous 13F -881 shares

    0.01% of the 13F portfolio, value $107,335.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 613 shares
    • Colonial Trust Co / SC: 1,381 shares

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

  4. period ended2025-09-30
    13F 2,875 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $179,599.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 750 shares
    • Colonial Trust Co / SC: 2,125 shares

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

  5. period ended2025-06-30
    13F 2,872 shares
    Change vs previous 13F -941 shares

    0.01% of the 13F portfolio, value $193,714.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 750 shares
    • Colonial Trust Co / SC: 2,122 shares

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

  6. period ended2025-03-31
    13F 3,813 shares
    Change vs previous 13F -912 shares

    0.01% of the 13F portfolio, value $258,714.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,048 shares
    • Colonial Trust Co / SC: 2,765 shares

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

  7. period ended2024-12-31
    13F 4,725 shares
    Change vs previous 13F -3,205 shares

    0.02% of the 13F portfolio, value $282,208.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,381 shares
    • Colonial Trust Co / SC: 3,344 shares

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

  8. period ended2024-09-30
    13F 7,930 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $584,176.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,547 shares
    • Colonial Trust Co / SC: 6,383 shares

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