Position in MDLZ
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$130,718
+$1,317 QoQ
Shares Held
2,260
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,548
of 1,893 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, 2026JFS WEALTH ADVISORS, LLC holds $165,583 across 3 Confectioners names. MDLZ ranks #1 (78.9% of the industry book) .
All Filings in MDLZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,718 | 2,260 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $129,401 | 2,245 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $139,096 | 2,584 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $171,542 | 2,746 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $150,458 | 2,231 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $170,710 | 2,516 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $132,660 | 2,221 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $212,758 | 2,888 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $188,859 | 2,886 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $217,070 | 3,101 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $240,105 | 3,315 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $201,260 | 2,900 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $172,357 | 2,363 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $164,748 | 2,363 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $158,093 | 2,372 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $133,894 | 2,442 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $171,244 | 2,758 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $171,452 | 2,731 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $188,519 | 2,843 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $232,836 | 4,002 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $62,689 | 1,004 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $50,394 | 861 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $50,342 | 861 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $49,464 | 861 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $44,022 | 861 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $69,110 | 1,380 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||