EP Wealth Advisors, LLC

Position in MDLZ — Mondelez International, Inc.

CIK 1540569 TORRANCE, CA

Position in MDLZ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,536,461

+$155,234 QoQ

Shares Held

26,564

+10.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#695

of 1,897 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $9,484,435 across 3 Confectioners names. MDLZ ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSY	Hershey Co	43,659	$7,659,971
2	MDLZ	Mondelez International, Inc. This page	26,564	$1,536,461
3	TR	Tootsie Roll Industries Inc	7,282	$288,003

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,536,461	26,564	+10.9%	Shares	Sole	2026-08-12
2026-03-31	$1,381,227	23,963	+1.2%	Shares	Sole	2026-05-14
2025-12-31	$1,275,232	23,690	-23.7%	Shares	Sole	2026-02-18
2025-06-30	$2,093,607	31,044	+6.8%	Shares	Sole	2025-08-14
2025-03-31	$1,972,603	29,073	+10.1%	Shares	Sole	2025-05-15
2024-12-31	$1,577,648	26,413	-2.1%	Shares	Sole	2025-02-14
2024-09-30	$1,987,763	26,982	+10.0%	Shares	Sole	2024-11-15
2024-06-30	$1,604,785	24,523	+9.0%	Shares	Sole	2024-08-19
2024-03-31	$1,575,000	22,500	+5.6%	Shares	Sole	2024-05-14
2023-12-31	$1,542,903	21,302	+11.2%	Shares	Sole	2024-02-28
2023-09-30	$1,329,218	19,153	+37.3%	Shares	Sole	2023-11-24
2023-06-30	$1,017,585	13,951	-31.6%	Shares	Sole	2023-08-14
2023-03-31	$1,422,357	20,401	+27.5%	Shares	Sole	2023-06-05
2022-12-31	$1,066,266	15,998	-7.2%	Shares	Sole	2023-06-12
2022-09-30	$945,543	17,245	-16.9%	Shares	Sole	2022-12-02
2022-06-30	$1,287,870	20,742	+58.0%	Shares	Sole	2022-08-11
2022-03-31	$824,301	13,130	+6.0%	Shares	Sole	2022-05-20
2021-12-31	$821,580	12,390	+0.8%	Shares	Sole	2022-02-17
2021-09-30	$715,148	12,292	-1.5%	Shares	Sole	2021-11-23
2021-06-30	$779,376	12,482	+11.9%	Shares	Sole	2021-08-24
2021-03-31	$652,668	11,151	-1.3%	Shares	Sole	2021-05-17
2020-12-31	$660,360	11,294	+19.6%	Shares	Sole	2021-02-18
2020-09-30	$542,672	9,446	-0.9%	Shares	Sole	2020-11-17
2020-06-30	$487,371	9,532	-21.9%	Shares	Sole	2020-08-14
2020-03-31	$610,925	12,199	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.