Integrated Wealth Concepts LLC
Position in MDLZ — Mondelez International, Inc.
CIK 1737109
WALTHAM, MA
Position in MDLZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,009,820
+$679,262 QoQ
Shares Held
52,037
+28.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#519
of 1,893 holders
Holding Since
Jun 2020
24 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, 2026Integrated Wealth Concepts LLC holds $4,844,799 across 3 Confectioners names. MDLZ ranks #1 (62.1% of the industry book) .
All Filings in MDLZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,009,820 | 52,037 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,330,558 | 40,433 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $1,884,032 | 30,159 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,047,006 | 30,353 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,982,889 | 43,963 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,358,976 | 39,494 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,434,274 | 46,617 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,162,976 | 48,334 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,272,430 | 46,749 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,178,445 | 43,883 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,041,177 | 43,821 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,819,787 | 38,659 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,323,419 | 33,325 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $795,334 | 11,933 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $598,359 | 10,913 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $675,849 | 10,885 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $639,288 | 10,183 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $693,138 | 10,453 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $577,320 | 9,923 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $495,024 | 7,928 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $334,850 | 5,721 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $283,462 | 4,848 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $274,725 | 4,782 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $242,611 | 4,745 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||