Creative Planning

Position in MDLZ — Mondelez International, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to MDLZ Full portfolio

Position in MDLZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$29,545,538

+$5,047,271 QoQ

Shares Held

510,815

+20.2% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#176

of 1,897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDLZ Over Time

Shares Held

Position Value (USD)

Position in Confectioners

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $42,077,226 across 3 Confectioners names. MDLZ ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDLZ	Mondelez International, Inc. This page	510,815	$29,545,538
2	HSY	Hershey Co	68,200	$11,965,689
3	TR	Tootsie Roll Industries Inc	14,311	$565,999

All Filings in MDLZ

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,545,538	510,815	+20.2%	Shares	Defined	2026-08-13
2026-03-31	$24,498,267	425,022	+16.6%	Shares	Defined	2026-05-12
2025-12-31	$19,628,732	364,643	-11.7%	Shares	Sole	2026-02-17
2025-09-30	$25,807,605	413,120	-6.9%	Shares	Sole	2025-11-14
2025-06-30	$29,935,132	443,878	+8.5%	Shares	Sole	2025-08-08
2025-03-31	$27,761,573	409,161	+19.5%	Shares	Sole	2025-05-15
2024-12-31	$20,453,941	342,440	-0.2%	Shares	Defined	2025-02-14
2024-09-30	$25,285,459	343,226	+4.8%	Shares	Defined	2024-10-11
2024-06-30	$21,423,798	327,381	-30.8%	Shares	Defined	2024-08-15
2024-03-31	$33,126,520	473,236	+2.9%	Shares	Defined	2024-05-13
2023-12-31	$33,303,530	459,803	-27.9%	Shares	Defined	2024-02-14
2023-09-30	$44,235,212	637,395	+34.3%	Shares	Sole	2023-11-16
2023-06-30	$34,612,290	474,531	+4.0%	Shares	Defined	2023-07-21
2023-03-31	$31,809,400	456,245	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$30,490,975	457,479	+2.4%	Shares	Sole	2023-02-10
2022-09-30	$24,506,871	446,961	-3.0%	Shares	Sole	2022-11-03
2022-06-30	$28,596,667	460,568	-0.4%	Shares	Sole	2022-08-15
2022-03-31	$29,028,655	462,387	+114.4%	Shares	Sole	2022-05-16
2021-12-31	$14,303,265	215,703	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$12,679,632	217,938	+3.4%	Shares	Sole	2021-11-10
2021-06-30	$13,162,601	210,804	+2.5%	Shares	Sole	2021-08-04
2021-03-31	$12,032,129	205,572	+1.9%	Shares	Sole	2021-04-30
2020-12-31	$11,799,889	201,811	+5.1%	Shares	Sole	2021-01-29
2020-09-30	$11,034,651	192,074	-1.2%	Shares	Sole	2020-11-05
2020-06-30	$9,940,796	194,422	-1.2%	Shares	Sole	2020-07-23
2020-03-31	$9,853,540	196,756	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.