Wellington Shields Capital Management, LLC: MDLZ position timeline

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

Wellington Shields Capital Management, LLC held 11,628 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 11,628 shares
Change vs previous 13F -1,030 shares
0.05% of the 13F portfolio, value $672,563.
13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Wellington Shields Capital Management, LLC: 6,206 shares
- Wellington Shields & Co., LLC: 5,422 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,658 shares
Change vs previous 13F +1,200 shares
0.07% of the 13F portfolio, value $729,607.
13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Wellington Shields Capital Management, LLC: 7,406 shares
- Wellington Shields & Co., LLC: 5,252 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,458 shares
Change vs previous 13F -1,096 shares
0.06% of the 13F portfolio, value $616,784.
13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Wellington Shields Capital Management, LLC: 6,206 shares
- Wellington Shields & Co., LLC: 5,252 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 12,554 shares
Change vs previous 13F +1,600 shares
0.08% of the 13F portfolio, value $784,248.
13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Wellington Shields Capital Management, LLC: 8,552 shares
- Wellington Shields & Co., LLC: 4,002 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 10,954 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $738,738.
13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Wellington Shields Capital Management, LLC: 6,952 shares
- Wellington Shields & Co., LLC: 4,002 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 10,954 shares
Change vs previous 13F +250 shares
0.09% of the 13F portfolio, value $743,229.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Wellington Shields Capital Management, LLC: 6,952 shares
- Wellington Shields & Co., LLC: 4,002 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,704 shares
Change vs previous 13F -204 shares
0.07% of the 13F portfolio, value $639,350.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Wellington Shields Capital Management, LLC: 6,952 shares
- Wellington Shields & Co., LLC: 3,752 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 10,908 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $803,592.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Wellington Shields Capital Management, LLC: 6,606 shares
- Wellington Shields & Co., LLC: 4,302 shares
Acceptance time not in the bulk data set (spec §4.2).