Mill Capital Management, LLC Reduced Holdings in Q2 2025

Mill Capital Management, LLC

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 1.64%
$725400.0 - $809350.0 $1.45M - $1.62M
120 $87.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.33K
- 1.71%
$483.48 - $539.8 $642K - $717K
76.5K $37.2M
CMCSA
Comcast Corp

Communication Services
-17.9K
- 2.92%
$32.84 - $36.72 $589K - $659K
597K $21.3M
MRK
Merck & Co., Inc.

Healthcare
-2.01K
- 2.32%
$73.47 - $87.12 $148K - $175K
84.6K $6.7M
V
Visa Inc.

Financial Services
-5.39K
- 2.66%
$308.27 - $373.31 $1.66M - $2.01M
197K $69.9M
PFE
Pfizer Inc

Healthcare
-5.35K
- 3.04%
$21.59 - $24.84 $116K - $133K
171K $4.14M
TJX
Tjx Companies Inc

Consumer Cyclical
-2K
- 15.94%
$119.13 - $135.03 $238K - $270K
10.6K $1.3M
MO
Altria Group, Inc.

Consumer Defensive
-3.62K
- 51.12%
$55.56 - $60.91 $201K - $220K
3.46K $202K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.65K
- 4.85%
$63.54 - $68.5 $168K - $182K
51.9K $3.5M
DEO
Diageo PLC

Consumer Defensive
-1.42K
- 15.17%
$99.86 - $115.75 $142K - $164K
7.92K $799K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.06%
$713.71 - $898.95 $714 - $899
1.8K $1.4M
KO
Coca Cola CO

Consumer Defensive
-654
- 1.8%
$68.37 - $73.9 $44.7K - $48.3K
35.7K $2.52M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-328
- 4.36%
$41.37 - $53.28 $13.6K - $17.5K
7.19K $321K
DD
Du Pont De Nemours, Inc.

Basic Materials
-368
- 6.91%
$55.13 - $75.25 $20.3K - $27.7K
4.96K $340K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-300
- 25.0%
$73.7 - $90.98 $22.1K - $27.3K
900 $81K
Ge Vernova Inc
-12
- 0.27%
N/A
4.39K $0
Ge Healthcare Technologies I
-2
- 0.03%
N/A
7.06K $0
FITB
Fifth Third Bancorp

Financial Services
-750
- 4.18%
$33.32 - $41.51 $25K - $31.1K
17.2K $706K
CTVA
Corteva, Inc.

Basic Materials
-368
- 10.8%
$55.52 - $74.53 $20.4K - $27.4K
3.04K $226K
NSC
Norfolk Southern Corp

Industrials
-43
- 0.47%
$206.34 - $257.46 $8.87K - $11.1K
9.14K $2.34M
GS
Goldman Sachs Group Inc

Financial Services
-9
- 0.35%
$462.22 - $707.75 $4.16K - $6.37K
2.54K $1.8M
PM
Philip Morris International Inc.

Consumer Defensive
-2.06K
- 2.77%
$149.23 - $184.95 $308K - $382K
72.3K $13.2M
GOOGL
Alphabet Inc.

Communication Services
-1
- -0.0%
$144.7 - $178.6 $145 - $179
80.5K $14.2M
TDG
Trans Digm Group Inc

Industrials
-78
- 0.3%
$1231.75 - $1520.64 $96.1K - $119K
26.1K $39.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.04%
$4164.15 - $5789.24 $8.33K - $11.6K
5.66K $32.7M
JPM
Jpmorgan Chase & CO

Financial Services
-4.06K
- 1.95%
$210.28 - $289.91 $853K - $1.18M
204K $59.2M
MSFT
Microsoft Corp

Technology
-7.07K
- 3.32%
$354.56 - $497.45 $2.51M - $3.52M
206K $102M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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