EverSource Wealth Advisors, LLC
Position in MDLZ — Mondelez International, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in MDLZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$611,421
-$66,764 QoQ
Shares Held
10,571
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#980
of 1,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDLZ Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $722,979 across 3 Confectioners names. MDLZ ranks #1 (84.6% of the industry book) .
All Filings in MDLZ
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,421 | 10,571 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $678,185 | 11,766 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $612,365 | 11,376 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $803,487 | 12,862 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $898,702 | 13,326 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $556,028 | 8,195 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $296,675 | 4,967 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $395,973 | 5,375 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $325,823 | 4,979 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $173,180 | 2,474 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $283,343 | 3,912 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $280,027 | 4,035 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $318,089 | 4,361 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $382,831 | 5,491 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $296,457 | 4,448 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $237,630 | 4,334 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $258,976 | 4,171 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $304,919 | 4,857 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $211,129 | 3,184 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||