Dole Plc has 6 Schedule 13D or 13G filings on record since 2025-09-08. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Barta Jan | 9% | 8,588,077 | SCHEDULE 13D/A, 2025-09-08 | 2025-09-04 |
| Balkan Investment Unlimited Company | 7.67% | 7,299,375 | SCHEDULE 13D/A, 2026-01-12 | 2025-12-18 |
| BlackRock, Inc. | 5.4% | 5,107,979 | SCHEDULE 13G, 2026-07-28 | 2026-06-30 |
| Dimensional Fund Advisors LP | 5.3% | 4,999,095 | SCHEDULE 13G, 2026-04-09 | 2026-03-31 |
| Victory Capital Management, Inc. | 4.72% | 4,494,358 | SCHEDULE 13G/A, 2026-07-24 | 2026-06-30 |
Purpose of Transaction (Item 4)
Balkan Investment Unlimited Company
The information contained in Item 3 of this Amendment is incorporated by reference herein. All of the Ordinary Shares reported herein were acquired for investment purposes. Carl McCann, a director of the Reporting Persons, is also a director of the Issuer. Each Reporting Person intends to review its investment in any Ordinary Shares acquired on a continuing basis and may take such actions with respect to its investment in the Issuer as it deems appropriate. Each Reporting Person may in the future acquire additional Ordinary Shares or dispose of Ordinary Shares or other securities of the Issuer in the open market, in privately negotiated purchases or otherwise and may also, depending on the current circumstances, dispose of all or a portion of the Ordinary Shares or other securities of the Issuer beneficially owned by it in one or more transactions. Any acquisitions or dispositions will depend upon (i) the price and availability of the Issuer's securities; (ii) subsequent developments concerning the Issuer's business and prospects; (iii) other investment and business opportunities available to each Reporting Person; (iv) general market and economic conditions; (v) tax considerations; and (vi) such other factors as each Reporting Person may consider relevant.Item 4 of the SCHEDULE 13D/A filed 2026-01-12
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-09-08 | Barta Jan | 9% | SCHEDULE 13D/A |
| 2025-10-28 | Victory Capital Management, Inc. | 5.19% | SCHEDULE 13G |
| 2026-01-12 | Balkan Investment Unlimited Company | 7.67% | SCHEDULE 13D/A |
| 2026-04-09 | Dimensional Fund Advisors LP | 5.3% | SCHEDULE 13G |
| 2026-07-24 | Victory Capital Management, Inc. | 4.72% | SCHEDULE 13G/A |
| 2026-07-28 | BlackRock, Inc. | 5.4% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.