Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MZTI holding history

Marzetti Co in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MZTI overview All 13F holders of MZTI Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of MZTI by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−500−100.0%	Sold out	Holders
Q4 2021	500	$82.8K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	500	$84.4K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	500	$96.8K	<0.1%	+500	New	Holders