Position in MDLZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$87,647,902
+$19,340,055 QoQ
Shares Held
1,520,609
+19.8% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 82.0474014122483.ToString("F0")%
Shared 0.ToString("F0")%
None 17.952598587751687.ToString("F0")%
Common Shares in MDLZ Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $145,412,804 across 3 Confectioners names. MDLZ ranks #1 (60.3% of the industry book) .
All Filings in MDLZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,647,902 | 1,520,609 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,307,847 | 1,268,955 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $75,585,888 | 1,209,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,009,127 | 1,052,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $68,808,720 | 1,014,130 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $57,303,767 | 959,380 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $65,400,174 | 887,745 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $108,734,056 | 1,661,584 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,328,850 | 47,555 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,393,014 | 33,039 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||